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How to use Zapier to Create a Google Doc from Data Stored in Podio
In this episode, Nick Baldo discusses the crucial role of automating document creation in real estate investing. He provides a step-by-step tutorial on generating documents from Podio as a Google Doc, using Zapier for automation, and managing storage via Google Drive. Listeners will also learn how to format date fields, adjust sharing preferences, and manage documents directly in Podio.
End to End Podio Training: https://www.incomedigs.com/pcc
Download our Loan Repayment Calculator here: http://bit.ly/2QNV6b8
Check out our Podio Templates: https://www.incomedigs.com/get-podio-...
Enroll to Real Estate Accounting Bootcamp: http://bit.ly/reabcourse
Download our guide: https://www.incomedigs.com/qbosetupguide
Automate your document creation process! In this video, I show you how to connect Podio with Google docs (via Zapier) to generate documents from pre-formatted templates. You can even embed the doc back to Podio for in-item editing! Really slick!
(0:00) Introduction to Nick Baldo and the importance of automating document creation
(2:03) Tutorial on generating a document from Podio as a Google Doc
(4:21) Using Zapier for automating document creation without coding
(8:52) Utilizing Google Drive for document storage and organization
(10:16) Steps in creating a document from a Google Docs template
(13:04) Formatting the date fields with Zapier's formatter
(16:27) Adjusting sharing preferences in Google Drive
(18:02) Updating an item in Podio and linking Google Docs
(20:01) Editing and managing the created document directly in Podio
(22:01) Conclusion: Benefits of automated document creation and closing remarks
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By Nick BaldoIn this episode, Nick Baldo discusses the crucial role of automating document creation in real estate investing. He provides a step-by-step tutorial on generating documents from Podio as a Google Doc, using Zapier for automation, and managing storage via Google Drive. Listeners will also learn how to format date fields, adjust sharing preferences, and manage documents directly in Podio.
End to End Podio Training: https://www.incomedigs.com/pcc
Download our Loan Repayment Calculator here: http://bit.ly/2QNV6b8
Check out our Podio Templates: https://www.incomedigs.com/get-podio-...
Enroll to Real Estate Accounting Bootcamp: http://bit.ly/reabcourse
Download our guide: https://www.incomedigs.com/qbosetupguide
Automate your document creation process! In this video, I show you how to connect Podio with Google docs (via Zapier) to generate documents from pre-formatted templates. You can even embed the doc back to Podio for in-item editing! Really slick!
(0:00) Introduction to Nick Baldo and the importance of automating document creation
(2:03) Tutorial on generating a document from Podio as a Google Doc
(4:21) Using Zapier for automating document creation without coding
(8:52) Utilizing Google Drive for document storage and organization
(10:16) Steps in creating a document from a Google Docs template
(13:04) Formatting the date fields with Zapier's formatter
(16:27) Adjusting sharing preferences in Google Drive
(18:02) Updating an item in Podio and linking Google Docs
(20:01) Editing and managing the created document directly in Podio
(22:01) Conclusion: Benefits of automated document creation and closing remarks