Advice and answers
from the Momentum Team

Once the workflow is triggered, the following actions take place:

1. A folder named <Account Name> is automatically created in Google Drive in the base path given by the user.
2. A copy of the template file is made, which is named <accountName + templateFileName> & placed in the folder created
3. The link to the file is captured in a Salesforce field (Optional step)
4. The deal room, if exists, is notified of the update along with the link to the file created.

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Prerequisites

• Salesforce field to capture the Google Drive folder link. ( This is an optional step) If no field is selected at the time of the creation of this workflow, no update is done in Salesforce.
• Google Docs Authentication

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To set up this workflow:

Once the setup given above is done,

1. Go to the Momentum web app. You can navigate to Momentum home from your Slack workspace like so:
2. From the list of apps in your Slack workspace, click on ‘Momentum’ to view the Momentum app home

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1. Next, click on "Library of Recipes" on the left

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1. You will find a list of available recipes here. Select the recipe titled "Create a file from a template in Google Drive whenever a condition set up by the user is satisfied"
2. Enter the details shown in the recipe.

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A quick look at what the fields above imply:

Although, the fields given are self-explanatory, here are a few additional details if required.

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An example use case:

Assume that whenever any opportunity reaches the ‘Perception Analysis’ stage & the amount is greater than 50,000, you will need a new document created from the file called template.

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5. Click on “Create Workflow” & your workflow is all set to use! 🙂

Once this workflow is set, every time an opportunity moves to a certain stage, a Google Drive folder is created in the path <destination-folder-path-given/opportunity-account-name>, if the folder does not exist; The created file link is set to the Salesforce field given; An update is sent to the Slack deal room, from which, you can directly view the file;

You can activate or deactivate your workflow anytime using the “active” switch in Momentum home.