Hello everyone, My current goal is to use Coda to automate the creation of Scope of Work documents. For each of my prospective customers I want to: Input information about them into tables Select a particular customer to populate a Section that contains their scope of work which should contain: …

@Connor_McCormick One way I’ve approached this is to use Coda to generate rows with all the field data, then link that to a Zapier which will connect to SendRequest (electronic signature app) which will allow you to map the fields into the document. Its a specific use case but may get the almonds a…

We haven’t had a chance to dig into nice printing just yet, so email might be your best bet at the moment. When I had to submit my timesheets at REI, instead of creating a new spreadsheet every time, I created a Coda doc that was loaded with some HTML email code to send the tables every pay period. …

@Johg_Ananda thank you for idea! I think that the integrations (especially with Zapier) may be the ticket, although I was kinda hoping I could avoid the Zapier integration since it costs money. I wish Pro Coda accounts could come with a higher tier of Zapier access because that would really add to t…

@Ben_Lee Thank you so much for the response and the example! Looking forward to playing around with it!

Hi Ben, Looks like there may be a bug in your coda doc at the moment. This is seen under the Send Email sheet [Screen Shot 2020-01-24 at 4.26.20 PM]

Thanks for the note! That’s an old template. I’ll revisit and update soon!

[image] Connor_McCormick: Beautiful counts. The documents we generate need to go to customers, managers, and coworkers, so let’s make them look nice. If beauty and precision is important, perhaps this will give you some ideas. If the solution needs to be simple and fully Coda-bound, this mig…

Thank you Bill, I have been taking a look at these, they may indeed be the solution I am looking for, albeit with a lot more setup that I was hoping for. If I can get something more general running for others I’ll be sure to share it here. Thank you!

@Bill_French your work here has also been helpful to me. I’m linking it so others can find it: [image] Community Hackathon: Charts in Email - Nov. 8th, 2019 Doc Show and Tell Reply to this topic to post your “Charts in Email” Hackathon docs! More info here:

Ok! I learned a lot about trying to generate sections dynamically. Most of it has to do with getting over some of the current shortcomings of Coda. As usual, we know how hard they are working and that they are likely to address this in the near future. This is for those that would like to see what p…

How best to generate text (a document) from a table?

Connor_McCormick January 28, 2020, 6:56pm 10

@Bill_French your work here has also been helpful to me. I’m linking it so others can find it:

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How best to generate text (a document) from a table?

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