Recurring docs are great for regularly scheduled meetings, reports, or processes — like weekly 1:1s, monthly team updates, or biweekly feedback summaries.
When to Automate Doc Creation
You can use recurring docs to:
- Automatically create subdocs on a schedule
- Attach a template to each recurring doc
- Notify the right people when a new doc is created
How to Enable Recurring Docs
Find the parent doc (it can be a Collections (Databases) ) for which you want to create recurring docs
Click the three-dot menu in the top right
Select
Automate subdocsYou’ll see two options:
Set template for new subdocsCreate subdocs automatically
Set Template for New Subdocs
You can attach a default template to any doc or Collection. When someone creates a subdoc underneath it, the template is used automatically.
To set it, choose
Set template for new subdocs in the top right three-dot menu and pick the template you want to use.
A blue button at the top (
Template attached) will indicate that a template has been attached. Click it to change the template or remove it.
Create Subdocs Automatically
Choose
Create subdocs automatically in the top right three-dot menu to automate the creation of new docs underneath the current doc or Collection.Then, choose the day(s) and time to repeat on.
Choose the repeat frequency (1 week, 2 weeks, 4 weeks) as well as the participants that should be notified.
You can include a message for the participant.
Changes are saved automatically.
A blue button at the top (
Automated subdocs) will indicate that an automation is enabled. Click it to edit or remove the automation.
