Automate Doc Creation

Recurring docs are great for regularly scheduled meetings, reports, or processes — like weekly 1:1s, monthly team updates, or biweekly feedback summaries.
You can use recurring docs to:
  • Automatically create subdocs on a schedule
  • Attach a template to each recurring doc
  • Notify the right people when a new doc is created
Learn more about templates:  ⁠⁠Templates⁠ 

How to Enable Recurring Docs

    Find the parent doc (it can be a  ⁠⁠Collections (Databases)⁠ ) for which you want to create recurring docs
    Click the three-dot menu in the top right
    Select Automate subdocs
You’ll see two options:
  • Set template for new subdocs
  • Create subdocs automatically

Set Template for New Subdocs

You can attach a default template to any doc or Collection. When someone creates a subdoc underneath it, the template is used automatically.
To set it, choose Set template for new subdocs in the top right three-dot menu and pick the template you want to use.
A blue button at the top (Template attached) will indicate that a template has been attached. Click it to change the template or remove it.

Create Subdocs Automatically

Choose Create subdocs automatically in the top left three-dot menu to automate the creation of new docs underneath the current doc or Collection.
Then, choose the day(s) and time to repeat on.
Choose the repeat frequency (1 week, 2 weeks, 4 weeks) as well as the participants that should be notified.
You can include a message for the participant.
Click away from the modal to confirm your settings.
A blue button at the top (Automated subdocs) will indicate that an automation is enabled. Click it to edit or remove the automation.