You can automate documents creation using Google Sheets, Documentero & Zapier.
Tutorial on how to export multiple Google Sheets Rows into Word (.docx) / PDF Document using Zapier & Documentero -Documents Generation Tool
Step 1: Create Document Template
You can start creating your document templates in any editor (Microsoft Word / LibreOffice ) or using online tools (Google Docs) that supports docx format. You need to replace all fields that you are expecting to fill automatically with special tags sourrended by special “curly” brackets.
Please add at least one section in your document template. Sections after being configured can be used to fill in line items in Zapier
How to create document templates
Step 2: Upload your document template to Document Automation Service
Upload your document template into Document Automation Service. It will verify if it does not contain errors and list down all detected fields.
Step 3: Decide on document output format
Decide if you want to generate docx. (Word) or PDF documents as output. It’s better generate docx if you are going to edit them further.
Step 4: Connect your Zapier Account to Documentero account
You need to copy Documentero apiKey from your account page (click on user avatar > your account) to Zapier.
Step 5: Create new Zap in Zapier
First Step - Select Google Sheets - “New or Updated Spreadsheet Row” as Zap Trigger
Select your spreadsheet and worksheet that Zapier should react
Second Step - Select Google Sheets - “Get Many Spreadsheet Rows (Advanced, output as Line Items)” as Zap Step Action
Again select your spreadsheet and worksheet and columns / rows that Zapier should collect
Create your automation workflow and use Documentero as action to generate documents:
Zapier Documentero Integration
Step 6: Add Documentero Action
Select one of two actions:
- Generate Document (Generate Word or PDF Document based on Document Template)
- Generate Document and send as email attachment (Generate Word or PDF Document based on Document Template and sends it to the specified email as an attachment)
Select your document template (previously created in Documentero) & map all fields that you want fill in in document from your zap trigger.
You need to
Map line items generated in step: “Get Many Spreadsheet Rows (Advanced, output as Line Items)” with your section in document template
Step 7: Test your workflow
Check if whole zap is passing through and generate documents for your needs.
Check More Video Tutorials for Zapier & Documentero integrations:
