Google Docs templates allow you to use the same document multiple times instead of building your whole document from scratch. Using integration tools such as Zapier, you can automatically create inspection reports from a Google Docs template with iAuditor inspection data. This not only allows you to add custom formatting in the form of fonts, colors, and headings but also saves you time when creating standardized documentation within your organization.

This article shows you how to create a Zap to automatically create custom inspection reports on Google Docs.

Before you begin

You must have a Google G-Suite account in order to create custom reports with Google Docs templates. As the integration requires an iAuditor API token, you must also be on our Premium subscription in order to create the Zap.

Please note that this Zap does not support media attachments, inspection questions that are within Logic fields and Repeat sections, as well as multiple-choice questions that have “multiple selection” enabled.

This Zap utilizes Google Docs to create custom reports. Make sure you have a Google Docs template created in advance. Keep in mind that you need to prepare each field you wish to populate with iAuditor data in the format of “{{FieldName}}”, using two curly brackets to wrap a single word. We recommend that you use words that can be referred to when creating the Zap, as shown in the example below.

Please note, the data that populates the custom reports are based on the inspections, which the account that generated the API token has access to. If you’re an administrator, learn how you can auto-share inspections to yourself or assign the “Data Access” permission to have visibility over all templates and inspections in your organization.

If you run into any errors or have any questions regarding the integration, please contact our customer support team for assistance.

1. Inspection Completion in iAuditor by SafetyCulture

  1. Log in to Zapier.
  2. Click “MAKE A ZAP” on the upper-left of the page.
  3. Search and select “iAuditor by SafetyCulture” under “1. When this happens …”.
  4. As inspection data differs between templates, you must filter by a specific template for this Zap. Select “Inspection Completion” from the list of events.
  5. Click “CONTINUE”.
  6. Select your iAuditor account from the dropdown menu. If this is your first Zap with iAuditor, click “+ Add a New Account” from the dropdown menu and add your iAuditor account to Zapier with an API token.
  7. Click “CONTINUE”.
  8. Click the dropdown menu to select the template. Please note that only the 20 most recently modified templates are shown. If the template you wish to use is not on the list, you can make a small modification in the Template Editor, then “Refresh Fields” to find the template. Click “CONTINUE” once you’ve selected the template.
  9. Click “Test trigger” and click “CONTINUE” once an inspection has been found.

2. Create Document from Template in Google Docs

  1. Search and select “Google Docs” under “2. Do this …”.
  2. Select “Create Document from Template” from the list of events.
  3. Click “CONTINUE”.
  4. Select your Google Docs account from the dropdown menu. If this is your first Zap with Google Docs, click “+ Add a New Account” from the dropdown menu, then sign in to Google and add it to Zapier.
  5. Click “CONTINUE”.
  6. Configure the following fields.
    Template Document: Click the field and select the Google Docs template you’ve created.
    New Document Name: Click the field and specify the document name. You can use inspection details from the dropdown menu to create a naming convention. For example, “[1. Audit Title]”.
    Unused Fields Preference: Click the field to select whether you wish to keep the format texts, such as “{{FieldName}}”, if no inspection data is exported to populate the field.
    Field Name: The fields you prepared in the Google Docs template will become available. Click each field and select the inspection data you wish to populate with under “1. Inspection Completion in iAuditor by SafetyCulture”. You can search for the question label within the dropdown menu and select the items that contain “Responses”.
  7. You should see something that resembles the following example.
  8. Click “CONTINUE”.
  9. Click “TEST & CONTINUE”. This should create a Google Docs document with the specified fields populated.
  10. Turn on your Zap to start creating custom inspection reports on Google Docs. We recommend that you also name your Zap on the upper-left corner of the page.
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