Google Docs

Google Docs actions in CodeWords

Here's a comprehensive guide to all the actions you can perform with Google Docs in CodeWords, designed to streamline your document workflows and enhance productivity.

Available actions

1. replace-text

What it does: Replaces specific text in a document.

When to use it: Use this action when you need to update recurring text in documents, like changing dates in contracts or updating placeholders with current information.

2. replace-image

What it does: Replaces an existing image in a document with a new one.

When to use it: Perfect for refreshing visual content in marketing materials or presentations without altering the document structure.

3. insert-text

What it does: Inserts text at a specified location in a document.

When to use it: Ideal for adding personalized messages or updates to templates, such as greeting cards or newsletters.

4. insert-table

What it does: Inserts a table at a specified location in a document.

When to use it: Use this when you need to present data clearly, like adding a pricing table to a proposal.

5. insert-page-break

What it does: Inserts a page break at a specified location in a document.

When to use it: Great for formatting long documents, ensuring each section starts on a new page.

6. get-tab-content

What it does: Retrieves content from a specified tab within a document.

When to use it: Handy for pulling specific parts of a document for review or sharing, such as extracting the agenda from meeting notes.

7. get-document

What it does: Retrieves the entire content of a document.

When to use it: Use this for archiving documents or when you need to analyze the complete text for insights.

8. find-document

What it does: Finds a document based on search criteria.

When to use it: Useful for locating specific files quickly, especially in large collections of documents.

9. create-document

What it does: Creates a new document.

When to use it: Perfect for generating new files for projects, reports, or any documentation needs.

10. create-document-from-template

What it does: Creates a document using a specified template.

When to use it: Streamline processes by using templates for standard documents like invoices or memos.

11. append-text

What it does: Appends text to the end of a document.

When to use it: Use this to add closing remarks or additional information without altering the core content.

12. append-image

What it does: Appends an image to the end of a document.

When to use it: Great for adding signatures or visual confirmations at the end of reports.

Available Google Docs triggers

1. new-or-updated-document

When it fires: This trigger activates when a document is created or modified.

Business scenario: Use this to notify team members when important documents are updated, like changes in project plans.

2. new-document-created

When it fires: This trigger activates whenever a new document is created.

Business scenario: Automatically initiate review processes or notifications when new documents are added to your system.

Building practical workflows

Let's explore how you can bring these actions and triggers together to create seamless workflows.

Example workflow 1: Automatic meeting summary

• Trigger: new-document-created

• Actions: get-document, insert-table, append-text

• Workflow: Whenever a new meeting notes document is created, retrieve its content, summarize it into a table format, and append additional notes or action items at the end.

Example workflow 2: Customer onboarding document

• Trigger: new-or-updated-document

• Actions: create-document-from-template, replace-text, replace-image

• Workflow: When a new customer onboarding document is updated, automatically generate a new document using a template, replace placeholders with customer-specific information, and update any branding images.

Practical tips

Optimize templates: Use the create-document-from-template action to ensure consistency across your documents.

Stay notified: Set up triggers to keep your team informed of critical document changes.

Security first: Rest assured, CodeWords securely handles your Google Docs connections, keeping your data safe.

Experiment with Cody: Let our AI automation assistant suggest workflow improvements or new automations to enhance your productivity.