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Workflow actions: How to generate a document
Workflow actions: How to generate a document

Learn how to efficiently generate documents within your workflow for streamlined automation.

Updated over a week ago

Once you've set up the trigger event, the next step is to add tasks for execution.

To get started, click the '+' icon within the trigger field and choose what you'd like to add. Here are the available options:

  • Create a task: Define specific tasks that need to be completed as part of the workflow.

  • Send an email: Automate the process of sending emails to relevant individuals or group of employees.

  • Send a welcome letter: Automatically send an invitation to the system.

  • Generate a document: Configure the system to generate specific documents, such as offer letters, contracts, or reports.

  • Send a webhook: Integrate with external applications or services by sending webhook notifications.

  • Trigger the workflow: Automate workflow activation within existing workflows.

  • Google Workspace action: Automate the creation or deletion of Google Workspace for a new hires or terminated employees.

Generating documents in workflow

In this article, we will guide you through the efficient process of document generation within your workflow.

Step 1: Set up document generation

To automate the document generation process, start by configuring the action for document generation. In your created workflow, select "Generate a document" from the action menu.

Step 2: Fill in document details

For this type of workflow action, you will be prompted to provide specific details. Begin by entering the document's name, then select the appropriate document template and designate a document folder from the provided drop-down menu.

Step 3: Automation at work

Once you have manually assigned this workflow to a new employee or configured it to trigger based on date-related employee attributes, the system will take care of the rest. All necessary documents will be automatically generated and stored in the employee's profile under the "Documents" tab.

For a more comprehensive guide on creating document templates using placeholders and generating them within an employee's profile, please refer to our article.

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