Advanced Video Course TemplateMulti-product solution
Zaps, Tables, Interfaces
Form Template (Google Docs Integration)
Automatically generate customized documents with form submissions
Overview
It’s not uncommon to create the same types of Google Docs—say, offer letters, course materials, and proposals. But there’s no sense in hitting that plus-sign button over and over again, only to copy and paste the same information into every doc.
Save yourself the headache: Use Zapier's Document-creating form template. It automates the entire document generation process using a simple form, so you can structure your docs just the way you want them to look—without having to do as much clicking.
Zapier products the template uses
- Interfaces — an automated form, page, and app builder for collecting data
- Tables — databases that let you track and automate your data
- Zaps — automated workflows
- Canvas — a diagramming tool that helps you visualize your workflows
How this form template works
This template creates a seamless document generation process.
Here's a breakdown of the process:
- You create a custom form using Interfaces, which collects all the necessary information for your document.
- When someone submits the form, it triggers a Zap. This Zap is the automated workflow that handles the document-creation process, using a pre-selected template from Google Docs as the base for the new document.
- Information from the form submission gets automatically mapped to corresponding fields in the document template.
- A new document is created in a specified Google Drive folder with the name that was provided in the form.
- If selected, the document gets shared with specified users, and notifications are sent.
- Additional metadata, like tags, access levels, and expiration dates, are also applied to the document.
- The completed document gets stored in Google Drive, where it's ready for further collaboration or use.
To get started:
- Set up your custom form in Interfaces.
- Create or select your document template in Google Docs.
- Configure your Zap to map form fields to template fields.
- Specify your Google Drive settings, like folder locations and sharing options.
- Test your workflow and make any necessary adjustments.
Who should use this template
This template is perfect for anyone who frequently creates similar documents with varying content.
It's especially useful for:
- HR professionals generating offer letters or onboarding documents
- Legal teams creating standardized contracts with custom fields
- Marketing agencies producing tailored project briefs or reports
- Educators generating personalized student reports or course materials
- Sales teams creating customized proposals or quotes
- Project managers developing consistent project charters or status reports
- Customer service representatives using personalized response templates
If you value consistency, efficiency, and collaboration and have been hoping to streamline the way you write up your docs, this template is for you.
Key benefits this form template
• Time-saving automation: Eliminate manual document creation, freeing up time for more strategic tasks • Consistency and branding: Ensure all documents meet your organization's standards • Enhanced collaboration: Easily share newly created documents with team members and stakeholders
Frequently asked questions
Is there a limit to how many documents I can create with this template?
The number of documents you can create depends on your Zapier plan. Free plans have a limit on the number of Zaps and tasks per month, while paid plans offer higher or unlimited usage. To see how many Zapier tasks you've used in your current cycle, go to Billing and Usage.
Do I need technical skills to set up this template?
The template is designed to be user-friendly, so you don't need to have technical skills to use it. However, being familiar with Zapier can be helpful. We provide step-by-step guides and support to help you set it up and customize the workflow to fit your needs.
Can this template work with other document creation tools besides Google Docs?
This specific template is designed for Google Docs, but Zapier offers integrations with many other document creation tools. You can adapt this workflow to work with your preferred platform.
How customizable is the form and document template?
Both the form and document template are highly customizable. You can add as many fields as you need to the form and design your document template to match your exact requirements.
