Automated document generation with Google Docs

How to use Make.com and Google Docs templates to create simple automation pipeline for data from Google Sheet

Introduction

In today’s fast-paced business environment, efficiency and automation are key to staying ahead of the competition. One area where automation can make a significant impact is in the creation of personalized emails and other documents. In this article, we’ll walk you through the process of automating document creation using Google Docs templates, Google Sheets data, and Make.com.

Download the ready-made blueprint here.

Getting Started with Google Docs and Google Sheets

Before diving into the automation process, it’s essential to familiarize yourself with Google Docs and Google Sheets. Google Docs is a powerful word processing tool that allows you to create, edit, and share documents online. Google Sheets, on the other hand, is a versatile spreadsheet application that enables you to store, organize, and analyze data.

Both Google Docs and Google Sheets are part of the Google Workspace suite of productivity tools, which means they are designed to work seamlessly together. This integration makes it easy to automate document creation using data from Google Sheets.

Setting Up Make.com

Make is a software that allows you to seamlesly exchange data between multiple Saas software programmes. It is easy to use and completely no-code, with most elements allowing for simple drag and drop. To get started with Make.com, you’ll first need to create a free account. Visit the Make.com website and sign up for a free account by providing your email address and creating a password. Once you’ve signed up, you’ll have access to the Make.com dashboard, where you can create custom integrations between various apps and services.

Creating a Google Docs Template

The first step in automating document creation is to create a template in Google Docs. This template will serve as the basis for your automated letters or other documents. To create a template: