Automatically Generate and Send a PDF from Form Responses in Monday.com

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[@sluzzzaa]

good job man, thanks for telling us how to implement it.

[@gabsmoscow]

What's the point of this video if you don't show a process?

[@GideonHarrisYT]

Twofold: 1) To show it's possible, and some of the tools involved. 2) To demo to prospective clients. It's not always for the general public. This particular video is really old and I wouldn't approach the same problem the same way, I would use different tools.

[@jamesbray5548]

@@GideonHarrisYT Which different tools would you use today?

[@tajane7071]

can you upload a pdf file to Monday forms? So the document shows on the form as well

[@GideonHarrisYT]

You can have a field to request files to be uploaded by the person filling the form out, but you can't have the pdf display on the form itself.

[@warrenbray2979]

Hi, Great Video.What intergration did you use to create the pdf ?

[@GideonHarrisYT]

Hey Warren, I will use Make.com and google docs to create a PDF - see this video walking through how to setup and use a Google doc template to generate a PDF: kzbin.info/www/bejne/d3rIZKqLrtJmjLM&ab_channel=GideonHarris

[@user-lq2gl1ex1n]

while filling the form can you save and come back to it later ?

[@GideonHarrisYT]

Unfortunately not.

[@allison447]

does this need a zap built in or can it be done easily by one of our team?

[@GideonHarrisYT]

This is a really old system that I don't think will work any longer. I'd recommend building it with Make.com or Zapier and tools like google docs to generate the document. Not a super easy process sadly.