Hi @tfrancis
You can use the DocCreate app to automatically generate beautifully designed documents — including PDFs — based on information collected from monday.com form submissions.
By combining DocCreate with the built-in monday.com automation “When item is created”, you can fully automate the process from form entry to document generation.
Here’s how it works:
- A user submits a form on your monday board
- A document (like a PDF report, assessment, or proposal) is automatically generated using your custom template
- The PDF is saved directly to a file column on the item
- You can then mirror that file column across connected boards as needed
Watch the quick tutorial here (the example shows an event ticket, but the setup works exactly the same for other use cases):
Watch on YouTube
Try it for yourself here:
Install DocCreate