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HR & Operations Recipe Intermediate (5 mins)

Automated Contract & NDA Generator

Merge Form responses into a custom Google Doc template, convert to PDF, save to Drive, and email the signer.

šŸŽÆ Outcome: Saves ~15 minutes per signed document and maintains zero formatting errors.
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Connected Apps: Google Forms Smart Form Publisher Google Drive Gmail

Automated Contract & NDA Generator

Stop manually copying client names into contract templates. Turn form entries into signed PDF agreements stored organized in Drive.

Workflow Step Breakdown

  1. Trigger: Client fills out agreement form.
  2. Action 1 (Smart Form Publisher): Merge fields into Google Doc template tags ({{ClientName}}, {{Address}}).
  3. Action 2 (Drive): Export as PDF and save in /Contracts 2026/ folder.
  4. Action 3 (Gmail): Email the PDF copy directly to the client.