Demo 6 - Status report
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
- Prepare Status report template
- Configuring Setup
- Configure the Dynamic Fields
- Publish Document
- Submitting data in the Form
- Submitted Data stored in Google Sheet instantaneously
- Deliver documents
- View Form Responses
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
Note: Click on Make a copy to get your own copy of the template and modify as per your need
Step 2: Configuring Setup
Click on Add-ons>> Fillable Document>> Start.
Click on Start setup to set up the document.
Click on Automatic Setup to set up the document automatically.
Click Manual Setup to set up the document automatically.
Note:
If Automatic Setup is selected a destination spreadsheet & a destination folder will be created automatically for saving the data.
If Manual Setup is selected you need to configure the destination folder & destination spreadsheet manually.
Step 3: 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 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: Submitting data in the Form
The Employee can submit the form.
Step 6: 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
Step 7: Deliver documents
Customize the Email Template as required.
So once a document has submitted an email with the generated PDF will be attached to the email and sent to the student.
Step 8: View Form Responses
To see the submitted records, the Employee needs to follow the following steps below.
Open the "Fillable Slide" add-on from the Google Document.
Click on "Open Web Form"
Click on the "Form Responses" icon on the toolbar.
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.