Templated document generation
It’s “mail merge” for monday.com boards and items – builds documents based on your monday.com data.
The templated document generation automations allow users to generate Word documents from templates, pull data from your monday.com boards and save the generated documents within SharePoint.
These automations allow you to generate all your professional documents, invoices, quotes, legal agreements or any other type of file from your own templates.
These automations are called by the following triggers
When an item status is changed to a particular value.
When a button is pressed.
Key features
Generate Word documents on status change or button click
Use your own custom templates with your own branding, stored on SharePoint Online
Populates data from items and subitems
Store the generated documents within your company SharePoint folder displayed in the item view
Prerequisites
The configured folder for the item must have been created by either of the following automations:
Prepare your Word templates containing tags which match your monday.com board structure
Preparing your Word templates – for how to add
Document template gallery – for examples of prebuilt Word templates
Store your document templates using a unique and easy to remember name in a SharePoint site.
Example templates
Browse the Document template gallery to view examples of how to create your own document templates.
Get a free support session to help you with your templating needs
Included automations/triggers
Create document on button press
Create document on status change
Benefits over alternative document generators
There are other document generators available in the monday.com marketplace
Store all generated documents in SharePoint Online
allowing you to view the document history for any changes and dates of changes
keep all your project documents together in a single repository
Different buttons or status changes can create documents from different templates