Back up your KB with Google Docs

Updated 1 year ago by Andrew White

With this simple Zap and a free Zapier plan, Zapier will create a copy of each atSpoke knowledge base resource and store the copy in Google Docs.

This ensures that you all of of your documentation is in a safe place, in case you may need a master copy. 

Trigger - atSpoke

Login to Zapier and select "Make a Zap!"

Search for atSpoke and choose the trigger "New Resource."

Pull in samples to use when testing your Zap, and select "Continue"

Action - Google Docs

Select "+Add a step" search for Google Docs as the action. Choose "Create Document from Text." and select "Continue"

Select the "+" on the right of the field to use information from atSpoke (Step 1).

In this example, we used items from atSpoke (Step 1) to fill out the fields:

  1. In the Document Name field, add "Title" and "Author" from step 1 (atSpoke)
  2. In the Document Content field, add "Body" from step 1 (atSpoke)
  3. In the Folder field, choose which folder you'd like to use to store these resources
You can also add "Hyperlink" to the body to link your google docs back to atSpoke, and help keep things organized.

Complete

Once you have completed the fields, turn on your Zap, and add a Knowledge resource to atSpoke to test.

If you're looking to automate something more complex, check out our API documentation!


How did we do?


Powered by HelpDocs (opens in a new tab)