I am looking for a solution to take the custom field data for existing tasks in a project and create + populate a word document for each of those tasks.
Has anyone had experience doing this before? Wondering if it would first be a connection to a spreadsheet then the use Zapier or Integromat to create a document/update a document for each line and its corresponding data?
Would love to hear anyone’s thoughts/experiences.
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Do you need to do that once or regularly?
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Hey Bastien! This would be regularly as we have new partners/get new information
I was going for a simple CSV export and then some Excel macro to clean up data and then copy-paste in Word. If it does not happen too often, might be worth it, rather than building a complex automation machine
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Hello Chandler, I was wondering if you find a solution to your question as I am faced with the same need. Please let me know.
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Unfortunately, I have not. If you hear of anything, would love to know. Thanks!
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Any updates on this? I’m looking for something similar.