I would like to be able to call variables from HUB
For example when you create a pdf file or word file in the template area you can pre fill it out with variables like this %%VariableName%% then if that variable exist in the project record it will replace the variable surounded by %% with the value found in hub.
%%Automation Name%% - ID:%AutomationID% - By: %%Automation Owner%%
%%AutomationArea%% - %%Automation Category%% - %%Automation Sub-Category%%
Would become this
DocumentTransferBot - ID: 01 - By: Franklin Debue
SALES - Customer Outreach - Contact Team
SALES > Customer Outreach > Contact Team > US Division
This bot helps the sales cutomser outreach team reach out to residential customers by streamlining the gathering of info needed to create a client ticket.
To activate maybe click a button that says generate file next to the download button. We could then make any addital edits to the template but most of it would be filled out.
Bonus if we could have custom fields with custom %%TriggerWords%% to add to the project and template files.