Populating a template Workdoc from an Item's Columns

[jack_rowley]

Hi there all,

I’m looking to try create a Monday Workdoc from an item utilising the data from the item’s columns.

In my head, the automation recipe would go something like this;

When ‘Button’ Clicked
Then ‘Create Monday WorkDoc from Template’ using ‘Selected Columns’

The ‘Selected Columns’ cell data would be within the WorkDoc to populate Dates, Names, Addresses and the like.

For full context this is within Film Production and it’s for generating Call Sheets.

Any help on this would be appriciated!

Thanks,

Jack

[TeamEasy (Easy Mondays)]

Hey @jack_rowley

We can’t generate a monday.com workdoc straight from raw automation just yet, but what you’re describing is possible with some different apps/integrations - you’ve got options here.

We recommend checking out Docugen, GeoQuotes and PandaDocs to get you started.

Feel free to drop us an email and discuss if you need support and assistance!

PandaDoc Pricing Page

teameasy@easy-mondays.com
Easy Mondays

[tcmarimosa (Tom Crawley)]

Without the automation angle, I am also looking for this feature - to be able to pull column values into a WorkDoc. We have a board containing sales invoices and a WorkDoc column linked to a template and I want to be able to pull in the Invoice No column from the item.

[Nir-Jetpack (Nir @ Jetpack Team)]

Hi. GetSign is a popular marketplace app that helps Populating a template PDF from a monday board Item Columns. This might help you achieve your goal - With GetSign you can also send the generated doc for eSignature!

Let me know if it was helpful!