Templated document generation & email with PDF attached

This automation is the same as Templated document generation, but with the additional step of sending an email with a PDF version of the document attached.

These automations allow you to generate all your professional documents, invoices, quotes, legal agreements or any other type of file from your own templates.

How the automation works

Here’s a walkthrough video to show how the automation works:

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

• Send a notification email to the email address stored in a column, with a PDF version of the document attached

If no email is present in the email column, the document will be generated, but no email will be sent

Prerequisites

1. The configured folder for the item must have been created by either of the following automations:

   • Simple folder generation

   • Templated folder generation

2. Prepare your Word templates containing tags which match your http://monday.com board structure

   • Preparing your Word templates – for how to add

   • Document template gallery – for examples of prebuilt Word templates

3. 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 http://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