With this workflow setup, when a user-defined condition is met, the workflow is triggered & a copy of the template file is made and placed in the destination folder. Once the workflow is triggered, the following actions take place:

  1. A copy of the template file is made, which is named “<accountName >+Account Plan” & placed in the folder created

  2. The link to the file is captured in a Salesforce field (Optional step)

  3. A notification is sent in the Slack Channel specified by the user

  • Prerequisites

    1. Salesforce field to capture the Google Drive file link. ( This is an optional step) If no field is selected at the time of the creation of this workflow, no update is done in Salesforce.

    2. Google Docs Authentication

To set up this workflow:

Once the setup given above is done,

  1. Go to the Momentum web app. You can navigate to Momentum home from your Slack workspace like so:

    1. From the list of apps in your Slack workspace, click on ‘Momentum’ to view the Momentum app home

    2. Click on “Momentum App” to navigate to the web app.

  2. Next, click on "Library of Recipes" on the left

  3. You will find a list of available recipes here. Select the recipe titled "Create a file from a template in google drive when an account is updated & a condition is met."

  4. Enter the details shown in the recipe.

    A quick look at what the fields above imply:

    Although, the fields given are self-explanatory, here are a few additional details if required.

Field

Description

Name & description

The name & description fields here imply the name & description of a workflow. Because several workflows can be created out of a recipe, giving a meaningful name, although not mandatory, should be preferred over the default names. Giving a meaningful name will help the users understand the purpose of each workflow.

Setup the condition when you want to trigger the workflow

A user can set up a condition based on a Sales object here. In this case, the salesforce object used is Opportunity. If your condition requires that you capture any change in the Salesforce opportunity fields, check the “Changed?” field. When you select the field which is required for your condition, you will see a list of operators which is applicable to the field type. So what you will essentially be doing here is selecting 3 values that is : <Field> | <operator> | <value> Which could translate to something of this sort amount | greater than | 10000 stage | includes | Qualification date | greater than | 12/01/2022

Enter the shared drive ID

Enter the shared drive ID. You can find this from the URL for the shared drive. https://drive.google.com/drive/folders/<teamDriveID>

Enter the template File ID

The template file’s ID can be fetched from the Google docs URL for the file https://docs.google.com/document/d/<fileID>/edit

Source file path to locate your template file.

The folder path where your template exists

Destination file path where you want your created file placed

Destination file path. This is where your newly created file will be placed once the workflow is triggered.

Salesforce field that captures the Google Drive folder link(Optional)

This is an optional field, if you want to record the file link in a Salesforce field, you can select the field from this dropdown.

Channel where the Announcement needs to be posted

Once the file is created, an announcement will be posted in the Slack channel selected here.

An example use case:

Assume that when the field “Account Plan Template” is checked in any account, you will need a new document created from the file called ‘Account Template’

Name

Create a file from a template in google drive when the field "Account Template Plan" is checked

Setup the condition when you want to trigger the workflow

Find the screenshot above to view the conditions added.

Enter the shared drive ID

https://drive.google.com/drive/folders/<sharedDriveID>

Enter the template File ID

https://docs.google.com/document/d/<templateFileID>/edit

Source file path to locate your template file.

<folder/path/to/the/template/file>

Destination file path where you want your created file placed

<destination/folder/path>

Salesforce field that captures the Google Drive folder link(Optional)

Salesforce field name which captures the file link

Channel where the Announcement needs to be posted

#Accounts

5. Click on “Create Workflow” & your workflow is all set to use! 🙂

Once this workflow is set, every time the field “Account Plan Template” is checked, A file is created with the name <Account-Name>+Account Plan in the destination folder given by the user

You can activate or deactivate your workflow anytime using the “active” switch in Momentum home.

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