Google Docs Export

Step 1: Connect your Google Docs account

Click on Connect Google account. This will be the account where your documents will be created and stored.

Step 2: Select type of action

Decide what content you want in your Google Doc. You have three options:

Replicate original document: Choose this option if you want to create a .docx that maintains the original input's text, layout, and formatting.
Create new document from Template: Select this if you have a predefined template and want to create a new document with variables like {{customer name}} replaced with actual data.
Create new document: Use this option if you want to create a new document with extracted raw text, without any formatting.

Step 3: Select the Folder/File path

Select the folder where the document should be created by clicking on the 'Select folder' input box. You can create a new folder if the path does not already exist.
Provide a file name for the new document in the 'File Name' field. You can use the outputs from the model to construct the file name dynamically.

Step 4: Set up triggers for the export

Choose the condition that should trigger the export to Google Docs. This could be one of the following options:

On inference - Google Doc is created as soon as the file is processed
On all validations passing - Google Doc is created when all the approval/validation stages are passed
On Approval - Google Doc is created only if the file is manually Approved
On Assignment - Google Doc is created only if the file is assigned/un-assigned

Step 5: Test and Save

Before finalizing the integration, use the 'Test this Action' feature to ensure that the documents are created correctly in your Google Docs account.
Click on 'Add integration' to complete setup.
Upload a new file in Extract data section to start automating!

Frequently asked questions:

Q. I have multiple instances of the same field, how do I export only one instance per field?

A: Under Data actions > add a 'Keep only one' block > select the field returning multiple results > Save. Then, under Export to Doc mapping > select the output from the 'Keep only one' block to be mapped for export. This will only Export the instance with highest confidence score.