Create documents in Google Docs based on Google Forms responses and save them to Google Drive
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■Overview
Do you spend time manually transferring application or survey responses collected through Google Forms into documents and saving them to Google Drive? Although this is a routine task, it requires time and attention because even small input errors can cause issues. With this workflow, you can use a Google Forms response as the trigger to handle everything from generating a document in Google Docs to automatically saving it in Google Drive.
■Recommended for
- Anyone who manually creates documents based on responses collected through Google Forms
- Anyone who wants to automate the generation of standardized documents in Google Docs and their storage in Google Drive
- Anyone looking to eliminate manual transcription errors and manage documents more accurately
■Benefits of using this template
- When a response is submitted through Google Forms, everything from document generation to saving the file in Google Drive runs automatically, reducing the time spent on manual work.
- By eliminating manual data entry, you can reduce the risk of human errors such as incorrect entries or missing fields and improve operational accuracy.
■Workflow steps
- First, connect Google Forms, Google Docs, and Google Drive to Yoom.
- Next, select Google Forms 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 populate the document template with the form responses.
- Finally, set the Google Drive operation to “Upload a file” and save the generated document to the specified folder.
※“Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.
■Customization options
■Customization options
- In the Google Forms trigger settings, specify the ID of the form you want to automate.
- In the Google Docs document generation action, you can specify the source template and other details of the document to be generated.
- In the Google Drive file upload settings, you can specify the ID of the folder where you want to store the document and the file name to use when saving it.
■Notes
- Connect each of Google Forms, Google Docs, and Google Drive to Yoom.
- You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
- Note that the shortest available trigger interval varies by plan.
- For information on how to retrieve response data when using Google Forms as a trigger, see “How to retrieve response data with the Google Forms trigger.”
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About the apps you use
Google Drive
Yoom allows you to integrate with Google Drive's API without any code, enabling the automation of various tasks. For example, you can automatically create new folders in Google Drive and store files, or download files from Google Drive and send them via email or chat.
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Flowbot triggers
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