How can I filter for specific types of completed projects?

DryMerge allows you to filter based on project type, status, or any other custom criteria you define in Salesforce.

Can I customize the content of the retrospective document?

Yes, you can specify any template or key points you want to include. DryMerge will use your guidelines to generate the document.

Which people use this automation? What do they use it for?

This automation is popular among project managers and team leads who need to document project outcomes and lessons learned for continuous improvement.

Home Contact Pricing Apps Blog

Google Docs + Salesforce

Generate Retrospective Google Docs for Completed Salesforce Projects

Optimize your project management workflow by automatically generating a retrospective Google Docs document every time a project is marked as completed in Salesforce. This ensures that all lessons learned and areas for improvement are systematically recorded, helping teams to continuously enhance their performance.

Project Completed

Triggers when a project is marked as completed in Salesforce.

Create Retrospective Doc

Creates a retrospective document in Google Docs.

See more Google Docs to Salesforce integrations or use AI to customize your automation.

or pick a common variation below

Create Campaign Reports in Google Docs for Completed Salesforce Phases

Google Docs + Salesforce

Generate Google Docs Compliance Report for Completed Salesforce Tasks

Google Docs + Salesforce

Generate Google Docs Sales Reports for Closed Salesforce Deals

Google Docs + Salesforce

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Generate retrospective Google Docs for completed Salesforce projects"

Generate retrospective Google Docs for completed Salesforce projects

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Google Docs + Salesforce.

Create Doc

Creates a new Google Doc

Delete Doc

Deletes a Google Doc

Update Doc

Updates an existing Google Doc

Read Doc

Reads details of a Google Doc

Search Docs

Searches Google Docs

New Google Doc

Triggers when a new Google Doc is created

Create Contact

Creates a new contact in Salesforce

Delete Contact

Deletes a contact in Salesforce

Update Contact

Updates an existing contact in Salesforce

Read Contact

Reads details of a contact in Salesforce

Create Account

Creates a new account in Salesforce

Delete Account

Deletes an account in Salesforce

App details

Google Docs

Google Docs is a web-based word processing application for creating, editing, and collaborating on documents. Generate documents and populate templates.