Is there a way to generate documents via automation?

Kyle Cannella

I know the answer is no for base smartsheet, but I saw people recommending add-ons like Zapier to achieve the same goal. I’m not sure if they were referring to the same thing I want though.

What I want to do is have a column that is Yes/No or a checkbox. If a cell is Yes, it’ll automatically generate a document/autofill a template. If No, it won’t do anything. Is there an add-on that achieves this?

Thanks in advance.

Andrée Starå

Hi @Kyle Cannella

I hope you're well and safe!

Yes, there are a couple of options. What kind of document is it? One page or multiple pages?

Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@workbold.com)

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Andrée Starå

Hi @Kyle Cannella

I hope you're well and safe!

It's here now! 🤩

https://community.smartsheet.com/discussion/92298/automated-document-generation-and-docusign-mapping-is-here

Would that work/help?

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!