Learn how to automate Google Docs templates with Google Sheets using Pabbly Connect. Step-by-step tutorial to streamline document generation without coding. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

Setting Up Integration Between Google Sheets and Google Docs

To automate document generation, we will set up an integration between Pabbly Connect, Google Sheets, and Google Docs. This process allows Google Sheets to trigger the creation of documents in Google Docs whenever new data is added. First, ensure you have a Google Sheets template ready for your documents.

In Google Sheets, prepare your template by including fields such as product ID, order number, quantity, and department. This will help in autofilling the Google Docs template. The integration will be done through Pabbly Connect, which simplifies the automation process without needing coding skills.

Creating a Workflow in Pabbly Connect

Next, we will create a workflow in Pabbly Connect. Start by signing into your Pabbly Connect account and click on ‘Create Workflow’. Name your workflow, for instance, ‘Autofill Google Docs from Google Sheets’. Organizing your workflows into folders can help manage them better.

  • Click on ‘Create’ to open the trigger and action setup.
  • Select Google Sheets as the trigger application.
  • Choose the event ‘New or Updated Spreadsheet Row’ to trigger the automation.

After selecting the trigger, Pabbly Connect will provide a webhook URL. This URL is essential for connecting Google Sheets to Pabbly Connect. Copy the webhook URL and proceed to your Google Sheets to set it up.

Connecting Google Sheets to Pabbly Connect

In Google Sheets, go to the ‘Extensions’ menu, select ‘Add-ons’, and find Pabbly Connect Webhooks. Install this add-on if you haven’t already. Once installed, refresh your Google Sheets to access the add-on options.

Next, navigate to ‘Extensions’ > ‘Pabbly Connect Webhooks’ > ‘Initial Setup’. Here, paste the copied webhook URL and set the trigger column that will activate the automation. For example, if your data extends to column O, set O as your trigger column.

  • Click ‘Send Test’ to verify the connection.
  • Once successful, submit the initial setup.

This setup will ensure that whenever a new row is added in Google Sheets, the data will be sent to Pabbly Connect, triggering the document creation process.

Generating Documents in Google Docs

After successfully connecting Google Sheets to Pabbly Connect, the next step is to set up the action to create documents in Google Docs. Go back to Pabbly Connect and add an action step. Choose Google Docs and select the action event ‘Create Document from Template’.

Select your Google Docs template, which should contain fields that match those in your Google Sheets. For instance, if your template has placeholders for order number and delivery date, ensure these fields are mapped correctly from the Google Sheets data.

Map the fields from Google Sheets to the corresponding placeholders in Google Docs. Provide a dynamic document name, like ‘Purchase Order #OrderID’.

Once everything is mapped, click ‘Save and Send Test Request’ to verify that a document is created in Google Docs using the data from Google Sheets. This step completes the automation process, allowing for seamless document creation.

Finalizing the Automation Process

With the integration complete, every time a new order is added to Google Sheets, a corresponding document will be created in Google Docs automatically. This eliminates manual entry and speeds up the documentation process significantly.

To finalize, ensure that your workflow is activated in Pabbly Connect. You can also monitor the workflow to check for any errors or adjustments needed. This automation not only saves time but also enhances accuracy in document generation.

By following these steps, you can efficiently integrate Google Sheets with Google Docs using Pabbly Connect. This setup is ideal for businesses that require frequent document generation based on spreadsheet data.

Conclusion

In this tutorial, we explored how to automate Google Docs template generation using Google Sheets with Pabbly Connect. This integration streamlines the document creation process, making it efficient and error-free.

Thanks for following along with this tutorial! Remember to subscribe to the channel for more helpful content like this.

If you found this guide useful, please consider giving it a thumbs up and sharing it with others who might benefit from it.