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Step-by-step guide generating word action plan

  • 8 February 2022
  • 3 replies
  • 30 views

Hello,
We have a specific use-case we want to address :
==> We want to give a step-by-step guide (decision-tree) for our community that generates a word document at the end (pre-filled actions plan based on the answers)

Do you know if Typeform or any other tool could be used for that ?

Thanks for your help !

François 

 


 

 

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Best answer by john.desborough 9 February 2022, 05:35

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Userlevel 7
Badge +5

Hi @fdesagazan Welcome to the community! You could try using a third-party solution like WebMerge via the workaround below: 

Would something like this work for you? :grinning:

Userlevel 7
Badge +6

@fdesagazan @Liz - you could also push the answers to a Google Sheet and then use the Document Studio add-on to merge the data into a Google Doc template. the output document could be converted to pdf and emailed to the user by the Doc Studio addon. or attach the google doc. 

that is akin to what i do when folks do one of the data quality or data governance assessments that i have created in Typeform. (here’s a link to one example - it’s not a perfect match but it does pull details in based on the answers provided by the user) 

des

Userlevel 7
Badge +5

Hi @fdesagazan Were you able to give the Document Studio option a try? Let us know how it went for you! :grinning:

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