Demo 5 - Case Study

Business Manager Scenario :

  • A business manager needs to create a presentation case study about various companies.

  • By using this template he/she can easily prepare case studies quickly and repeatably.

How to automate this process with Fillable Slide

This is how the case study template looks like

Case study

Step 1: Prepare the Case study Template

  • The Manager first prepares an Case study template in Google Slide.

  • He/She can add dynamic fields in ${field} format

Step 2: Configure the Dynamic Fields

  • Open Fillable Slide on the prepared Google Slide Template.

  • Dynamic fields found in the template will be automatically identified by Fillable Slide.

  • By default, the field types are text.

  • Configure different types (name, percentage, etc) and other configurations as required.

Step 3: Configure Settings

Go to the settings tab and configure the destination folder and spreadsheet here.

  • Setup the destination spreadsheet to store the form submissions.

  • Setup the destination folder to store the generated slides and PDFs.

  • Setup the Email Template so that the Manager can send PDFs to staff with the required custom message.

Step 4: Publish Document

  • The Manager will publish the template to his staff by clicking Publish Form.

  • If you don't want to keep track of user activity (like user email) switch off Always ask Google login before publishing in Publish settings.

  • The Manager will generate the invite link and for all invite staff by mail.

Step 5: Staff submitting data in the Form

  • The Manager can submit the form.

Step 6: Submit the form.

Step 7: Submitted Data stored in Google Sheet instantaneously.

  • The Manager can see the submitted data in the Google sheet immediately.

Note: If you have submitted the form in the previous step, you should see your submitted data here.

If you are not able to see the data you have added, then please refresh the page and try

Case study_config

To see the submitted records, the Manager needs to follow the following steps below.

  1. Open the "Fillable Slide" add-on from the Google Document.

  2. Click on "Open Web Form"

  3. Click on the "Form Responses" icon on the toolbar.

  4. Click on a record to select for generating the slide.

5. Click on "Generate" to generate the merged slide.

Below is a sample generated slide and screenshot for email delivery.

The Teacher can generate multiple slides based on records needed. (have a look)

Sample Generated Slide

The Manager can send the generated slide as Email by clicking on "Send as Email"

Hope you enjoyed the demo and now you can use it in practice in your business.