■Overview
When creating reports or meeting minutes, are you manually inserting images into Google Docs one by one based on data submitted from a form? While simple, this task takes time at scale and is prone to paste errors. With this workflow, as soon as a form sends an image URL, images are automatically inserted into Google Docs, freeing you from tedious manual work and streamlining document creation.
■Who should use this template
- Anyone manually copying images received via forms into Google Docs
- Those who want to automate inserting images into Google Docs and cut down on working time
- Anyone looking to eliminate simple image-insertion mistakes and improve accuracy
■Benefits of this template
- Use the form submission as a trigger to automatically insert images into Google Docs, so you can reallocate the time you used to spend on manual work to other tasks
- Prevent human errors such as pasting the wrong image or missing an insertion, and keep document quality consistent
■How the Flowbot works
- First, connect Google Docs with Yoom
- Next, in the trigger, select the form trigger, set the action "When a form is submitted," and create a field to capture the image file URL
- Finally, in the operation, configure Google Docs' "Insert image into document" action, and specify the target document ID and the image file URL received by the trigger
※"trigger": the action that starts a flow; "operation": the action that runs in the flow after the trigger fires
■Customization points for this workflow
- In the Google Docs "Insert image into document" operation, set the target document ID to specify which document to insert the image into
- Specify the image to insert using outputs (variables) such as the URL received by the form trigger. This lets you insert images dynamically based on the information submitted via the form
■Notes
- Connect Google Docs with Yoom.
- The form feature is available on the Mini plan and above. On the Free and Personal plans, any Flowbot operations or Data Connect you’ve configured will result in errors, so please be aware.
- Paid plans such as Personal, Mini, Team, and Success offer a 14-day free trial. During the free trial, you can use apps that are otherwise restricted. For details, see the Pricing plans page.
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About the apps you use
Google Docs
Yoom allows you to utilize the Google Docs API without any coding. By integrating Yoom with Google Docs, you can automatically create PDF documents such as contracts based on templates created in Google Docs and connect the generated documents with various SaaS platforms.
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