I’m Simona from Make and I hope this simple-to-build automation will help you save an hour or two when creating a bunch of paperwork
It’s an automation that’s perfect for automatically creating e.g. contracts from templates and storing them where you need them to be!
In short, the scenario:
- Fills out a pre-created MS Word template with information from a Google Sheet.
- Uploads the created document as a Word file and a PDF to a designated folder.
- Updates the record in the Google Sheet once the paperwork is prepared.
Feel free to grab the blueprint below, upload it to your Make editor and try out the automation yourself!
Generate Contract from Tamplate, Save Word&PDF.json (145.4 KB)