Turn Google Sheets Data into Google Docs Automatically with AI

Learn how to automate the process of turning Google Sheets data into Google Docs using Pabbly Connect with this detailed tutorial. Follow the steps for seamless integration.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating the process of turning Google Sheets data into Google Docs automatically, you need to access Pabbly Connect. Simply go to the Pabbly Connect website by entering Pabbly.com/connect in your browser. Here, you will find options to sign in or sign up for free.

If you are a new user, click on the ‘Sign up free’ option to get 300 tasks every month. Existing users should click on ‘Sign in’ to access their account. Once logged in, you will see the Pabbly apps window where you can access Pabbly Connect by clicking on ‘Access Now’.

2. Creating a Workflow in Pabbly Connect

Once you are in Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create’ button to start building your automation. You will be prompted with options to select either the new beta or classic version. Choose the beta version for a modern experience.

• Select the beta version by clicking on the ‘Select’ button.
• Name your workflow, e.g., ‘Turn Google Sheets Data into Google Docs Automatically with AI’.
• Select a folder for automation, such as ‘Automations’.

After naming your workflow and selecting a folder, click on the ‘Create’ button. This will set up your workflow in Pabbly Connect.

3. Setting Up the Trigger with Google Sheets

In this section, you will set up a trigger to initiate the automation. Since you will be adding new details in your Google Sheets, select Google Sheets as your trigger app and choose the event ‘New or Updated Spreadsheet Row’.

Next, click on ‘Connect’ to receive a webhook URL which you will use to connect Google Sheets with Pabbly Connect. Copy this webhook URL and ensure you have the Google Sheets add-on for Pabbly Connect installed. Go to Extensions > Add-ons > Get Add-ons, search for ‘Pabbly Connect Webhooks,’ and install it if you haven’t already.

• After installation, refresh your Google Sheets window.
• Navigate to Extensions > Pabbly Connect Webhooks and select Initial Setup.
• Paste the webhook URL and set the trigger column to the final data column.

After configuring the setup, click on submit. You will receive a confirmation that the setup was successful, indicating that the connection between Google Sheets and Pabbly Connect is established.

4. Generating Client Proposals with AI

With the trigger set, the next step is to generate a client proposal using an AI tool. In this case, select Gemini as the action application and choose the event ‘Generate Content’. Click on ‘Connect’ to create a new connection.

To connect, you will need an API key from your AI tool. Click on the provided hyperlink to access your Google Studio account and generate a new API key. Copy this key back into Pabbly Connect to complete the connection.

Enter a relevant prompt for the AI to generate the proposal. Map the data from the previous step to ensure the proposal includes client-specific details. Select the model and method for content generation.

After setting up the action, click on ‘Save and Send Test Request’. You should receive a successful response with the generated content, confirming that the client proposal has been created.

5. Storing the Proposal in Google Docs and Google Drive

The final step involves storing the generated proposal in Google Docs and converting it into a PDF stored in Google Drive. Start by adding an action step to create a blank document in Google Docs. Select Google Docs as the application and ‘Create a Blank Document’ as the event.

After connecting your Google Docs account, you will need to map the document name to include the client name. Click on ‘Save and Send Test Request’ to create the document. Once confirmed, you will have a new blank document ready in Google Docs.

Add another action step to append the generated proposal content to the document. Select Google Drive as the application and choose ‘Upload a File’ as the event. Map the PDF URL received from the previous step to upload it to a specific folder in Google Drive.

After clicking ‘Save and Send Request’, you will successfully upload the PDF to Google Drive. This completes the automation process of turning Google Sheets data into Google Docs automatically with the help of Pabbly Connect.

Conclusion

In this tutorial, we explored how to automate the process of turning Google Sheets data into Google Docs using Pabbly Connect. By following the steps outlined, you can streamline your document creation process and enhance efficiency in your workflow. This integration not only saves time but also ensures accuracy in generating client proposals.