Generate documents in Google Docs based on Yoom form responses and save them to Google Drive
Generate documents in Google Docs based on Yoom form responses and save them to Google Drive
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Google Drive
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■Overview
Do you manually create documents based on information submitted through forms? Transferring information takes time and also carries risks such as input errors and forgetting to save files. This workflow eliminates these challenges by automatically generating a document in Google Docs when a response is submitted to a Yoom form and saving it to a specified Google Drive folder.
■Recommended for
- Teams that manually create documents based on information submitted through Yoom forms
- Teams that use Google Docs and Google Drive for routine document creation tasks
- Teams looking to streamline entire workflows that use forms, such as application and request forms
■Benefits of using this template
- Automatically handles everything from document generation to saving when a form response is submitted, reducing the time spent on manual tasks.
- Eliminates the need to manually transfer information, helping prevent human errors such as incorrect entries and unsaved documents.
■Workflow
- First, connect Google Docs and Google Drive to Yoom.
- Next, select Form Trigger as the trigger and set the action to “When a response is submitted to the form.”
- Then, set the Google Docs operation to “Generate a document” and specify the template document that will be populated with the form responses.
- Finally, set the Google Drive operation to “Upload a file” and upload the generated document to any folder.
※ “Trigger”: An action that starts the workflow. “Operation”: An action that processes data within the workflow after the trigger starts.
■Customization options
- When generating a document in Google Docs, specify the template file to use as the source and the fields to populate with form responses.
- When uploading a file to Google Drive, specify the destination folder and the name of the file to upload.
■Notes
- Connect both Google Docs and Google Drive to Yoom.
- The form feature is available on the Mini plan and above. On the Free and Personal plans, operations and data connections in configured workflows will result in errors. Please be aware of this.
- Paid plans such as the Personal, Mini, Team, and Success plans include a two-week free trial. During the free trial, you can use apps that are restricted on your current plan.
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No-Code API Actions
Executable API actions
Flowbot triggers
New File or Folder Created
When a New File or Folder Is Created in a Specified Folder
When a Specific File Is Created or Updated
When a File Containing Specific Keywords Is Created
Flowbot operations
Create Folder
Duplicate File
Search for Files and Folders in a Specific Folder
Delete File
Upload File
Download File
Download Google Sheets File
Download Google Slides
Download Google Docs File
Retrieve a List of Files and Folders in a Specific Folder
Rename File
Retrieve File or Folder Information
Convert Excel File to Google Sheets
Convert CSV File to Google Sheets
Grant File or Folder Permissions to a User
Move File to Trash
Retrieve a List of Permissions for a File or Folder
Update Description for a File or Folder
Flowbot triggers
New File or Folder CreatedWhen a New File or Folder Is Created in a Specified FolderWhen a Specific File Is Created or UpdatedWhen a File Containing Specific Keywords Is Created
Flowbot operations
Create FolderDuplicate FileSearch for Files and Folders in a Specific FolderDelete FileUpload FileDownload FileDownload Google Sheets FileDownload Google SlidesDownload Google Docs FileRetrieve a List of Files and Folders in a Specific FolderRename FileRetrieve File or Folder InformationConvert Excel File to Google SheetsConvert CSV File to Google SheetsGrant File or Folder Permissions to a UserMove File to TrashRetrieve a List of Permissions for a File or FolderUpdate Description for a File or FolderChange File Destination FolderCreate a Shortcut to a FileConfigure Download and Copy PermissionsRetrieve a List of Folders in a Specific FolderConvert a File to Google DocsDownload a Google Sheet (Specify Sheet)Change Sharing to "Anyone with the Link"Search Files and Folders in a Specific Folder (Excluding Trash)Convert a Presentation File to Google SlidesConvert a PDF File to Google DocsGrant File or Folder Permissions to a Specific OrganizationUpdate a Specific FileRemove Permissions from a File or FolderCreate a Shared DriveSearch Shared DrivesCopy File (Detailed Options)Search Files and FoldersMore inspiration for you
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