Hi there, I’m looking for ways to produce a template document from data within a specific board.
The context is is that we’re a film production company that need to produce what’s known as a ‘Call Sheet’ for each shoot that we’re on.
This Call Sheet consists of a whole bunch of information, including but not limited to:
-location address
-names and contact details of each and every individual on the shoot (this includes name, role/job title, phone number and email
-the date and time of the shoot
-a schedule of the shoot which includes timings
Now as the schedule is going to be particularly unique to each shoot, I’m happy this being something to add onto the document later.
“So you can autopopulate an item of a board by using the form or the workdoc, but it’s unfortunately not possible to do it the other way around where a workdoc is autopopulated with information from a board.”
Wondering if anyone has a workaround or a third party app?
Hi Joseph! Would you mind explaining that process? I have a make.com account. I am wanting to use a board’s data to create a simple report to ultimately save as a PDF. Any guidance on this process would be helpful!
I would use an app like GetSign or DocuGen for this. We’ve set it up for a few of our customers to create Event Order sheets and Cover Sheets containing info from the columns in the board.
Automating the creation of a ‘Call Sheet’ from your board data sounds like a fantastic idea to streamline your film production processes. Although Monday.com currently doesn’t support autopopulating a Workdoc from board data, there are potential workarounds you can explore. One effective solution is using third-party apps like Castle, which can integrate with Monday.com to automate document creation. By setting up Castle, you can generate customized PDFs or documents based on your board’s information, ensuring all essential details such as location, contacts, and schedules are included. This approach could save you a lot of manual effort and improve your workflow efficiency. Check out Castle’s integration options here: Install Castle APP.
I am reaching out from one yid to another. I saw your response on July 2023 to a similar challenge I am trying to solve. I want o automate creation of a Monday Workdoc from a Monday Board.
You mentioned it is possible to populate workdocs with board data via an API using make.com. Would you be able to explain how to accomplish this?
I have many policies currently in word docs, I would like to copy/paste into a board template to spit out the same formated WorkDoc, then turn into PDF.
Is it possible to populate a board by ingesting information from a Word doc also? That would be even more seemless.
