Demo 6 - Status report

Office Employee Scenario :

  • An Office Employee wants to create a Presentation on the current project status report.

  • The Employee needs to do a presentation about the project status.

  • He / She needs to do this until the project gets complete.

How to automate this process with Fillable Slide

This is how the Status Report template looks like

Status report

Step 1: Prepare the Status Report Template

  • The Employee first prepares a Status report 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 Employee can send PDFs to staff with the required custom message.

Step 4: Publish Document

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

Step 5: Employee submitting data in the Form

  • The Employee can submit the form.

Step 6: Submit the form.

Status report_config

Step 7: Submitted Data stored in Google Sheet instantaneously.

  • The Employee 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

To see the submitted records, the Employee 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 Employee can generate multiple slides based on records needed. (have a look)

Sample Generated Slide

The Employee can send the generated slide as Email by clicking on "Send as Email" to other employees.

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