Docs Builder Installation Guide

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1. Installation

• Visit the monday.com Marketplace and find "Docs Builder."
• Install the Docs Builder app and select the target board.
• Follow the prompts for installation.

2. Template Preparation

• Create a Google Docs™ template with designated placeholders (e.g., {{CustomerName}}, {{InvoiceNumber}}).
• Save the template in your Google Drive™.

3. Accessing Docs Builder

• Log in to monday.com and navigate to the relevant board containing the data for document generation.

4. Create a Recipe

• Set up a recipe based on your specific requirements.
• Paste Google document link where Google Doc Template (in recipe) (example. https://docs.google.com/document/d/1HiDZMeFy-5rfn4mIGXTn2X1Ui_AtyeGTeFEOpwWoSVE/edit)
• Choose the columns where you want to save the generated PDF file at the end of the process.

5. Generating PDF Files

• When you run your recipe, Docs Builder will automatically initiate the document generation process.

6. Output File Placement

• The resulting PDF file will be automatically saved based on your column selection during recipe creation.

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Example

‍Creating a Customer Invoice with Docs Builder

Find the sample Google Doc^TM template here

https://docs.google.com/document/d/1HiDZMeFy-5rfn4mIGXTn2X1Ui_AtyeGTeFEOpwWoSVE/edit

Let's say you run a small business and need to create invoices for your clients. Docs Builder makes this process very easy.

1. Template Setup‍

You've created a Google Docs^TM template for your invoices. It has special placeholders, denoted by double curly braces, like this

Customer Name: {{CustomerName}}
Invoice Number:  {{InvoiceNumber}}
Amount Due: {{AmountDue}}

2. Board Data‍

In your monday.com board, you have an item for a recent transaction:‍

Name : John Doe
Invoice : INV-001
Amount : $1000

3. Automatic Replacement‍

When you use Docs Builder, it automatically takes this information and puts it into your template. So, it replaces {{CustomerName}} with John Doe, {{InvoiceNumber}} with INV-001, and {{AmountDue}} with $1000.

4. Generated Invoice‍

The result is a complete invoice that looks like this:
Customer Name: John Doe
Invoice Number: INV-001
Amount Due: $1000

5. Save and Send‍

You can then save this invoice and send it to your client, all within mnonday.com.

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