How to Automate Document Creation Using Google Docs and Google Sheets

Do you want to automatically create documents in Google Docs when you add data to Google Sheets? By integrating Google Sheets with Google Docs, you can streamline this task and save time :)

In this article, we’ll show you how to automatically create documents in Google Docs when customer information is added to Google Sheets, and explore the benefits of this integration.

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🌐 Connect with apps like Google Sheets, Google Docs, and more.
📖 Use automation templates - no technical setup required
📈 Boost productivity and reduce human errors

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In this guide, you'll learn the step-by-step process of how to use Yoom to automatically create a Google Docs document whenever customer information is entered into Google Sheets.

✨ Recommended for

Anyone looking to improve work efficiency with Google Sheets and Google Docs
Those who regularly create Google Docs documents
Anyone wanting to integrate Google Sheets and Google Docs to avoid data discrepancies

✔️ For Those Who Want to Try It Now

Yoom offers ready-made templates for easy setup. Click the "Try it" button to get started now!

🚀 Let’s Set Up a Flowbot to Generate a Google Docs Document When Google Sheets is Updated

Let's walk through how to set up a flow that automatically creates a document in Google Docs when customer information is added to Google Sheets.

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⏱️ Setup time: 5 minutes

🔧 What You’ll Need

A free Yoom account
Access to Google Sheets and Google Docs

If you don’t have a Yoom account yet, register now using this registration form!

Step 1: Register Google Sheets and Google Docs in My Apps

After logging into Yoom, navigate to "My Apps" from the left-side menu and click "+ Add".

Connecting Google Sheets

Search for Google Sheets and click on it.

Connecting Google Docs

Search for Google Docs and click on it.

Now Google Sheets and Google Docs are connected :)

Step 2: Copy the Template

Click the "Try It" button to copy the pre-built template into your project.

Click "Try this template".

Click "OK" and give the Flowbot a name to recognize.

The template will be copied to your "My Project".

Step 3: Set Up Google Sheets Trigger Action

Click on the trigger action with the Google Sheets icon.

The next screen is pre-configured. You can change the title if you want.

Then, set your trigger interval (how often you want Yoom to check Google Sheets for new updates).
It can be set to 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. We recommend setting the trigger to the shortest activation interval available for your plan.

⚠️ Note: The trigger interval varies depending on your Yoom plan. Be sure to check your current plan’s limit.

Select the Spreadsheet ID and the Sheet ID from the displayed options.

Scroll down to enter the table range (start), table range (end), and the column that contains unique values.

📚 Reference: For more details on table range settings, check this guide.

Once the input is complete, click "Test," and if no errors occur, click "Save."

Step 4: Create a New Document

Click on the action with the Google Docs icon.

The next screen is pre-configured. You can change the title if you want.

Select the Document Title from the retrieved value.

📚 Reference: For more details on retrieved values and how to set them up, see the guide here.

Once you’ve made the selection, click “Test”. If no errors occur, click “Save” to complete the setup.

Step 5: Append Text

Click on the action with the Google Docs icon.

The next screen is pre-configured. You can change the title if you want.

Enter the required fields.

Document ID

Select the document ID from the displayed options.

Text to Append

Choose the text to be appended from the retrieved values.

Once the input is complete, click “Test”. If no errors occur, click “Save” to finalize the setup.

Step 6: Activate the Flowbot

Toggle the "Trigger On" button to activate your flow!
Check if the Flowbot you set up is working properly.

That’s it! 🎉 The Flowbot is now complete!

💡 Other Automation Examples Using Google Sheets and Google Docs

By using Google Sheets and Google Sheets, you can unlock a wide range of automation possibilities that simplify your workflows. Here are some examples you can explore for your next automation!

‍‍Automation Examples Integrating Google Sheets and Google Docs

Automation Example Using Google Sheets

Set Up Automated Notifications for Google Sheets Updates in Chat Tools

Sync Survey Responses from Emails into Google Sheets

Automatically Sync New Lead Data from Database Apps to Google Sheets

Automation Examples Using Google Docs

Automatically Save Meeting Transcriptions to Google Doc

Create Documents Using Information from Database Apps

Automatically Generate Employment Contracts from Form Responses and Send Notifications to Chat Tools

👏 Benefits of Integrating Google Sheets and Google Docs

Benefit 1: Save Time

Integrating Google Sheets and Google Docs automates the process of creating documents. When you add customer information to Google Sheets, a Google Doc is automatically generated. This eliminates the need to create documents from scratch every time, saving you valuable time.

Benefit 2: Improved Data Consistency and Work Efficiency

With this integration, documents are automatically created in Google Docs whenever customer information is added to Google Sheets. This streamlines the process, allowing you to get started on document creation without delay. In addition, since Google Docs is automatically formatted, it ensures consistency and readability, no matter who creates the document.

📖 Summary

In this article, we showed you how to automatically generate documents in Google Docs when customer information is added to Google Sheets. By automating this process, preparing documents becomes much easier, and you can create well-organized, easy-to-read documents every time.

Best of all, no technical expertise is needed, and anyone can easily set it up! Ready to simplify your workflows? Sign up for Yoom and try it today!

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