Step 1: Monitor for New Physician Queries

Node: Google Sheets Trigger

Settings:

• Document From List: Select your physician query spreadsheet
• Sheet: Choose the sheet containing queries (Sheet1)
• Trigger On: Row Added
• Polling Interval: 1 minute

What This Does: Automatically detects when a new physician query is added to your spreadsheet and starts the PDF generation process.

Success Looks Like: The trigger activates within one minute when a new row is added, capturing all physician and patient information for processing.

Step 2: Generate and Flatten PDF Form

Node: PDF.co API → Fill a PDF Form

Settings:

• URL: Upload your PDF form template to PDF.co Files, then copy the filetoken:// link
• Form Fields Mapping (use the PDF Inspector Tool to easily identify field names and pages):
  • First Name → {{ $json['First name'] }}
  • Last Name → {{ $json['Last name'] }}
  • Gender → {{ $json['Gender'] }}
  • Designation → {{ $json['Designation'] }}
  • Physician ID → {{ $json['Physician_ID'] }}
  • Email → {{ $json['Email'] }}
  • Address → {{ $json['Address'] }}
• Profiles (Advanced Options):

{ "FlattenDocument()": [] }

What This Does: Takes your PDF form template, fills in the form fields with data from Google Sheets, and flattens the fields to prevent further editing.

Success Looks Like: PDF.co returns a secure URL to the completed and flattened PDF form.

Step 3: Download PDF

Node: HTTP Request

Settings:

• Method: GET
• URL: Use the output file URL from Step 2
• Authentication: None

What This Does: Fetches the binary data of the generated and flattened PDF.

Success Looks Like: PDF binary data appears in the output.

Step 4: Upload to Google Drive

Node: Google Drive → Upload File

Settings:

• Input Data Field Name: data
• File Name (Optional): PhysicianQuery-{{ $json.Physician_ID }}
• Parent Drive: My Drive
• Parent Folder: Select your desired Google Drive folder

What This Does: Takes the flattened PDF from PDF.co and saves it automatically to your Google Drive with a unique filename.

Success Looks Like: The completed PDF form appears in your designated Google Drive folder within seconds of submission.