Automate your letters with Google Docs — the only document templating tool you need
Create automated business letters with dynamic data from Google Sheets with Google Docs templates and Make.com
Introduction
Creating business letters and envelopes can be a tedious, time-consuming task. Fortunately, there are tools available to make it much easier. With Make (formerly Integromat) and Google Docs, you can create automated business letters and envelopes from data stored in Google Sheets in an efficient, speedy manner.
Creating automated documents is also know as mail merge. Mail merge is a process used to create multiple documents at once using a template and data stored in a spreadsheet or database. It is an efficient way to produce multiple documents with the same formatting and content, but with personalized information. Companies such as Formstack, Docusign and Pandadoc all offer mail merge capabilities, allowing users to quickly generate personalized documents.
Using Google Docs is a great ( and cheaper) alternative to those solutions. It is an excellent way to save time and streamline the process of creating such documents. You can customize the output to best fit your needs, such as by adding company logos, signatures, and formatting. Additionally, you can easily store and access the documents you create via Google Drive, so they’re always just a few clicks away. With these tools, creating automated business letters and envelopes is no longer a daunting and time-consuming task — it’s quick and easy.
Software we are using here:
- Google Workspace (Google Sheets, Docs and Gmail)
- Make.com account
Create Templates with Google Docs
Using Google Docs, you can create templates for your business letters and envelopes, which can be customized to suit your needs. We are talking about regular Google Docs that you are familiar with. The key part is indicating the placeholders on the page that will be later replaced with data from your Google Sheets. We are using in this scenario curly brackets {{placeholder}} to mark the placeholders.
You can easily add text, images, and formatting to create professional-looking documents that look just the way you want them to. Since the template is stored online, you can also share it with others in your organization, ensuring that everyone is working from the same template. This saves time and ensures consistency across all of your documents.
Collecting data in google Google Sheets
In order to generate automated business letters, you will need to collect the necessary data in a Google Sheet. This data will be used to populate the placeholders in the letters/ envelopes. For this example, we will be sending letters with order values to customers. You can follow this example and add any additional columns and custom placeholders to the letter.
To do this, you should create a Google Sheet with the necessary columns. These columns should include: Id, First Name, Last Name, Company Name, Address, City, Zip, State, Total Order Value, Send Letter?, and Status.
This data will be used as the source material for the next step of our automation process
Automate Document Creation with Make
Make (formerly Integromat) is an automation platform that enables users to create automated workflows. With Make, you can easily connect different apps, web services, databases, and APIs together in order to create powerful automation workflows. In our example, you can connect Google Sheets and Google Docs to automate the creation of business letters and envelopes. Make will pull data from your Google Sheets and use it to populate the letter and envelope templates in Google Docs.
In Make a scenario is an automated workflow created with Make (formerly Integromat). It is a way to connect different apps, web services, databases, and APIs together in order to create powerful automation workflows. Make workflows are easy to set up and can be customized to meet your specific needs.
Each step is called a module. In our basic case we are using 5 modules.
Reacting to data in Google Sheets
The Make Google Sheets Search Rows module is used to search rows in a Google Sheet. It will search for rows based on the criteria you specify, such as a specific column value or date range. This module is useful for searching for specific data in your Google Sheet, such as rows that contain a certain value.
For example, you can use this module to find all rows in your sheet that contain “Send Letter?” = Yes. This will allow you to only send letters to those customers who you have manually selected that they should to receive a letter.
Filling out Google Docs template with data
The Make Create Document from Template module is used to create a new document from a template. It takes the data from the search rows module and uses it to populate the placeholders in your template. It then saves the new Google Sheet document. All you need to do is:
- find the template you want to use
- match data with right placeholder
- select location where to save the output
To avoid scenario running if there is no rows with data we are using filter.
Providing feedback to Google Sheet
Once scenario is successfully executed we need to provide feedback to Google Sheets that the row was processed and document generated.
Sending out email to conclude scenario
At the end we are using Gmail module to send out notification to our team that the letters are ready to print out.
As an option we are also able to convert our Letter to PDF and sent it out as email attachement. You can achieve that by adding a Google Drive download module, toggling the “Show advanced settings” and selecting PDF format.
Scheduling
Once you have completed setting up your scenario, you can easily schedule it to run on a regular basis. This ensures that your documents are always up-to-date and that you don’t have to manually run the scenario every time you need to create a new document.
Make offers several scheduling options that make it easy to set up recurring tasks. You can schedule a task to run once, daily, weekly, monthly, yearly, or on specific days of the week/month. You can also specify the time of day when the task should run.
Conclusion
Creating automated business letters and envelopes with Google Docs and Make is an effective method for producing documents with the same structure and content but with individualized information. You can easily set up templates using Google Docs and accumulate the required data in a Google Sheet, and then use Make to generate automated documents with dynamic data from your Google Sheet. Automating this process will save you time and effort, while guaranteeing uniformity across all of your documents.
Get the templates and complete blueprints here:
https://businessautomated.gumroad.com/l/automated-business-letters
Watch full description and walkthrough in this video:
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