🏃 How to automatically create contracts and store them

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Hi! :wave:

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 :nerd_face:

:hammer_and_wrench: What it does

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.

:framed_picture: What it looks like


image-2
image-21641×630 89.5 KB


:muscle: Give it a go

Feel free to grab the blueprint below, upload it to your Make editor and try out the automation yourself!

:point_right: Generate Contract from Tamplate, Save Word&PDF.json (145.4 KB) :point_left:


import blueprint
import blueprint1072×836 33.9 KB



Toolkit

:make: Google Drive on Make
:make: Google Sheets on Make
:make: Microsoft Word Templates on Make

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Heya @Simona_Taseva how lovely to see you in the community! :wave:

Thank you so much for stepping in and sharing this nifty solution with us! I’m sure this will prove incredibly helpful to many folks! :muscle:

I mean so many of us still tend to drown in paperwork, right?

Take This Job And Shove It Vintage GIF by US National Archives

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Thank you. Is there a sample template for the word and google sheet to use with this blueprint ?