Quickly and easily automate PDFs (or Google Docs/Slides) from Glide. In this video you’ll learn how you can automatically create PDFs (or Google Docs) from Glide and automatically save the document links back to your Glide table so you can use them in the rest of your app. Why does it matter? Studies show small and medium sized businesses waste 567 hours per year on admin tasks. If you're not automating your processes to optimise your business workflows, you're missing out on potential efficiency gains.

Here’s how to use Portant to create PDFs form Glide:

00:00 - Intro
00:37 - Connect Glide to Portant via a webhook
03:43 - How to customize your PDF template
03:52 - Test a Glide to PDF workflow
04:49 - How to create a signature request
06:17 - Demo of how a signature request works

-------------------------------------------------------------------------------


🔔 Subscribe for Document Automation Tutorials
   / @portant  

-------------------------------------------------------------------------------


📄 TRY PORTANT
https://www.portant.co/


Portant is a simple online document automation platform, perfect for optimising your business's workflows. You can use Portant to automate invoices, legal contracts, sales presentations, graduation certificates, employee letters and a whole lot more.


Thanks for watching
James & Portant.co



#documentautomation #googleworkspace #Glide #glideapps #glideapp #pdf