Automate Document Generation: Integrating Google Sheets with Google Docs using Pabbly Connect

Learn how to automate document generation by integrating Google Sheets with Google Docs using Pabbly Connect in this step-by-step tutorial. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Setting Up Integration Between Google Sheets and Google Docs

To automate document generation, we will focus on integrating Google Sheets with Google Docs. This process begins by utilizing Pabbly Connect to set up a connection between these two applications.

First, access the Pabbly Connect dashboard by logging in. From here, create a new workflow and name it ‘Autofill Google Template from Google Sheets’. Select Google Sheets as the trigger application and Google Docs as the action application. This establishes the foundation for our automation.

2. Creating a Template in Google Docs

Next, we need to create a template in Google Docs that will be filled automatically. This template will include placeholders for data such as order number, date, supplier details, and product information. Each placeholder will be represented by curly braces. using Pabbly Connect

• Include placeholders like {order_number}, {date}, {supplier}, and {product_details}.
• Ensure that the template is saved and easily accessible from Google Docs.

This template will be used to generate purchase orders based on the data entered in Google Sheets. Once the template is ready, we can proceed to the next step of integration.

3. Configuring Google Sheets for Automation

In Google Sheets, create a spreadsheet to manage purchase requests. This spreadsheet should include columns for product ID, order number, quantity, price, and department. Each time a new order is added, it will trigger the automation.

To configure the connection, go to the Extensions menu in Google Sheets, select Add-ons, and search for Pabbly Connect Webhooks. Install this add-on and refresh your spreadsheet. After installation, navigate to the initial setup of the webhook to enter the webhook URL and specify the trigger column.

• Paste the copied webhook URL into the setup.
• Set the trigger column to the last column used in your sheet.

This setup ensures that whenever a new row is added to Google Sheets, the data will be sent to Pabbly Connect for processing.

4. Automating Document Creation in Google Docs

With the integration established, the next step involves automating the document creation process in Google Docs. After setting up the trigger in Google Sheets, add a filter step in Pabbly Connect to ensure that documents are only created when an order status is marked as approved.

Following the filter, select Google Docs as the action application and choose the action event as ‘Create Document from Template.’ Map the fields from Google Sheets to the corresponding placeholders in your Google Docs template. This includes mapping the order number, date, and supplier information.

Ensure each mapped field corresponds to the correct placeholder in your template. Test the integration to verify that documents are created successfully.

This process allows for seamless document generation based on the data inputted in Google Sheets.

5. Finalizing the Automation Workflow

To finalize the automation, ensure that all steps are correctly configured in Pabbly Connect. After mapping all necessary fields, click on the save button and run a test to ensure that the document is generated as expected.

Once the test is successful, your automation is complete. From now on, every time a new order is added in Google Sheets and marked as approved, a new document will be generated in Google Docs automatically.

This integration not only saves time but also minimizes errors associated with manual document creation. You can now efficiently manage purchase orders across various departments using this automated process.

Conclusion

This tutorial demonstrates how to automate document generation by integrating Google Sheets with Google Docs using Pabbly Connect. By following these steps, you can streamline your workflow and improve efficiency in managing purchase orders.