Portant's Trello power up is a great way to create Google Docs or Presentations from Trello Cards. You can add multiple templates to a Trello board and then all you need to do is click a button and the document will be generated from the Card data.
In this article you’ll learn how to:
Install Portant Document Merge Trello Power-up.
Add a template
Open a template
Select an exisiting file as a template
Customise the template
Create a document using the Template and Card
Delete a template
How to Install Portant Document Merge Trello Power Up
Open the Trello Board you would like to install the Power-up on
Click 'Show menu' on the right hand side
Click 'Power-ups"
Search 'Portant' in the top left search box
Click 'Add' on the Portant Document Merge tile and then "Add' on the next screen
Portant Document Merge Power-up is now installed 🎉
How to add a template and create a document
Open a card on your board and click 'Portant' in the Power-up menu.
Click'Create Google Docs/Slides Template'
The first time you click 'Create Google Docs/Slides Template' you will need to Authorise your Google Account.
Click 'Link Google Drive Account'
Then select the Google Drive account you would like to link with the Power-up
Then after you have checked the permissions Portant needs, click 'Allow'
Then click either one of the 'Create Google Docs/Slides Template'. This will then create a document template with the same name as the board.
Woohoo you just made your first template! 📄
How to open a template
Click on the 'Pencil Icon' (✏️) next to the template to open the edit options
Click on the 'document name'. This will open the template document in a new tab. Here you can see how {{tags}} look in a template.
There are two {{tags}} that work with any card:
{{Name}} - This is the name of the card
{{Description}} - This is the description of the card
Click 'Select an Existing File', then a new window will open with the Google Drive file picker.
Select the file you want to add
Click 'Select'
Aaaaand you're done, the file has been added to the Portant Document Merge Power-up
How to customise the template
You can customise the template by manually adding the {{Name}} & {{Description}} (or the Custom fields) tags.
However, the easiest way to customise the template it is to install the Portant Add-on to Google Workspace. We have written a couple of articles on how to use the Google Worksspace Add-on:
How to create a document using the Template and Card
Open the card you want to merge and click on 'Portant' in the Power-up menu
Then click on the 'Merge *document name* button'
This creates a document with the card data and adds it to the attachment section of the card. Open the document to see the customised version.
How to delete a template
Open 'Portant Document Merge'
Click on the 'Pencil icon' (✏️)next to the template document you want to remove
Then click the 'Trash can icon' (🗑️) next to the template document you want to remove
Then click the 'Remove' button
Now your document has been deleted
Feedback and feature suggestions
We created Portant only a few months ago, so any feedback or suggestions you have for us would be greatly appreciated. Please feel free to send us an email at contact@portant.co or use our contact form here: https://www.portant.co/support
Thanks,
Blake and James
More than mail merge
You can do a lot more than just mail merge with Portant. Portant is a fully-fledged online document automation solution that can optimise many different document flows. You can use our online document automation platform to optimise your repetitive work, so you can get back to doing the work you enjoy.