Why automate Storydoc with Google Forms
Automating Storydoc creation from Google Forms allows you to:
Respond instantly with a personalized deck or document after someone submits a form.
Use form answers directly inside Storydoc Dynamic Variables.
Keep follow-up consistent across sales, marketing, customer success, and operations workflows.
Reduce manual copy-paste work from form responses into templates.
Automation works through Zapier. For setup instructions, refer to the article How to Connect Storydoc with Zapier.
Valid Google Forms triggers you can use
Google Forms automations commonly start from a new response.
New Form Response
Triggered when a new response is received in Google Forms.
Common use cases:
Create a personalized Storydoc after a demo request.
Generate a tailored proposal or solution overview from a requirements form.
Produce onboarding or kickoff materials from an intake form.
Important note about response data
Google Forms works closely with Google Sheets, and many workflows store responses in a linked spreadsheet. Zapier commonly references this approach when processing responses and passing the data to other tools.
Creating personalized Storydocs from Google Forms responses
Once a response is received, Storydoc can create a new version of a selected template using values from the form, such as:
Name and email
Company name
Role or team
Use case, goals, or timeline
Any custom questions you included
Map these form fields to Dynamic Variables in your Storydoc template so each version is automatically personalized.
Storing the Storydoc link back in your workflow
Google Forms is a collection tool, so the Storydoc link is usually stored in a system where your team manages next steps.
Common destinations include:
Google Sheets (the response spreadsheet)
A CRM (lead/contact record)
A project or task tool (for internal fulfillment workflows)
A common approach is to write the Storydoc URL back into the linked Google Sheet so it stays attached to the original response entry.
Recommended automation workflows
Workflow 1: Personalized follow-up after form submission
Trigger: New Form Response
Action: Create Storydoc version
Write-back: Store Storydoc link in Google Sheets or your CRM
Workflow 2: Qualification-based Storydocs
Trigger: New Form Response
Action: Create Storydoc version using different templates or sections based on form answers
Write-back: Store Storydoc link in your CRM for segmented follow-up
Workflow 3: Onboarding or request intake
Trigger: New Form Response
Action: Create Storydoc version
Write-back: Store the link in your onboarding tracker (often a sheet or project board)