Whether you run your own business or manage projects in a larger company, dealing with any kind of intake form usually comes with a tedious admin. A customer fills out an enquiry or quote request form, and then you manually copy those details into a proposal template.
I’ve shared Workspace Studio a few times, but today I’m sharing specific workflow that removes that admin burden entirely by using a new ability to create with Gemini in an automation.
How to automatically create Docs from Form responses
Open Workspace Studio and click the + button on the left panel to create a new flow
Under Starter, choose When a form response comes in and select your form from Google Drive
Under Actions
Click Choose a step
Select Create with Gemini
Click Document
In the prompt box, instruct Gemini how to build the document based on your requirements (for example: ‘Look at the form response below. Create a new proposal document based on the quote template attached.’)
Click + Variables, choose Step 1, and select Form response to feed the incoming form data directly into your prompt
Under Sources Gemini can use, select Specific sources, click Drive, and choose your template document
Click Test run at the bottom, name your flow, select an existing form response, and click Start to preview the generated doc
Once your test completes, click the link to check the generated Google Doc. You’ll see Gemini has populated everything based on the response.
You should always review the document before sending it to a client but automating the initial draft could save plenty of time!
Thanks for subscribing, and I’ll see you in the next one!
Dean
