Automation to Generate PDF Automatically from a Workdoc

Feature requests
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1

I would like to suggest a feature that allows the automatic creation of a PDF file once a Workdoc is generated in Monday.com. This improvement would be particularly helpful when sharing documents with external clients, such as invoices, follow-up documents, or other materials, especially when they are not part of my team.

Currently, when I want to send a document to a client who is not part of my team, I need to follow these steps:

  1. Manually download the Workdoc as a PDF.
  2. Save it on my computer.
  3. Upload the PDF file to the “File” column.
  4. Send the file to the client from there.

This process is time-consuming and repetitive. An automation that automatically generates a PDF from the Workdoc and saves it in a specific column would simplify this task significantly. Additionally, a button or automated action to send the PDF directly to the client could be implemented.

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This feature would not only enhance productivity but also make communication with external clients, such as for invoices and other documents, much more efficient

2

Hi @xtina88,

I have an app on the marketplace that offers a variety of automation recipes for different use cases. Your idea sounds fantastic, and I’d be happy to create a couple of automation recipes tailored to this use case. Would you be open to testing them and sharing your feedback once they’re ready?