Home Services / Plumbing
Notion-to-PDF Service Report Automation
Sally Plumbing Service
- Industry
- Home Services / Plumbing
- Project type
- Workflow Automation & Document Generation
- Tools
- ZapierNotionGoogle DocsGoogle DriveGmail
Business challenge
An existing automation was failing to correctly populate Google Docs templates and export completed service reports as PDFs. Client information stored in Notion was therefore not reliably becoming a finished report.
Solution implemented
- 01Rebuilt the workflow with Notion as the single source of truth
- 02Record filtering before processing, so only completed jobs trigger a report
- 03Correct field mapping of client data into the Google Docs template
- 04Report generation and reliable PDF export to Drive
- 05Automated email delivery of the finished report to the client
Before → After
Before
- Broken template population
- Failed PDF export
- Manual report handling risk
- Client data not reliably transferred into reports
After
- Correct field mapping
- Controlled trigger logic
- Automated document generation
- Reliable PDF export
- Automated client delivery
Result
The rebuilt workflow restores a dependable connection between the client's Notion record, service report document, PDF generation and final email delivery.
How it works
- 01Notion record marked complete and passes the filter
- 02Client data mapped into the Google Docs template
- 03Document generated and exported as a PDF to Drive
- 04Report emailed to the client automatically
Inside the system
What this demonstrates
- Document generation from database records
- Template-driven output that stays consistent
- File handling across Docs, Drive and email
- Rebuilding an automation that had broken