Generate Google Docs from templates in a Record-Triggered Flow

Drive Connect Automation allows users to automatically generate a Drive Connect template and link it to the Drive Links component by selecting the New File from Template operation in a Record-Triggered flow.

Before using this operation, ensure to first create a Record-Triggered Flow using the Automate Drive action. For more information on setting up a Record-Triggered Flow, see the article on Building Salesforce Flows with Drive Connect Automation

New File from Template

In your flow, open a new action element node and follow the steps below:

  • Click the Operation picklist and select New File from Template
  • Under Template, click Select a Template

  • Select a template file from your Drive Connect templates folder within the Google picker

  • Select a Location for the template to be created in Drive

Note: If you receive a warning regarding insufficient access for the Automated Process User, ensure the folder location you select is accessible by the Automated Process User with full edit rights. For more information, please see the article on Granting Access to Folders in Drive

For more information on saving and activating your flow, see the article on Building Salesforce Flows with Drive Connect Automation