Google Sheets
Google Docs
Gmail
integromat

An automated workflow using integromat

Connects Google Sheets + Google Docs + Gmail

Create a Document from a Template when a new row is added in a Google Sheet

About this workflow template

This automation scenario allows you to connect Google Sheets, Google Docs, and Gmail.

It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.

Google Sheets, Google Docs and Gmail can also be integrated using automation tools other than integromat:

Diagram

Create a Document from a Template when a new row is added in a Google Sheet
Workflow diagram: Google Sheets + Google Docs + Gmail integration

How it works?

When this trigger fires in Google Sheets

Google Sheets

Watch New Rows in Google Sheets

Triggers when a new row is added.

Then these actions happen in Gmail and Gmail

Google Docs

Create a Document from a Template in Google Docs

Creates a copy of an existing template document and replaces any tags e.g. {{!notfound:name}}, {{!notfound:email}}. This module also allows users to replace images by new images with URLs.

Google Docs

Download a Document in Google Docs

Downloads a document to a required format.

Gmail

Send an Email in Gmail

Sends a new email.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Create a Document from a Template when a new row is added in a Google Sheet.

Part I

Configure Applications

First, we need to connect Google Sheets, Google Docs and Gmail to Make.com.

  • Create Make.com account.

    Create Make.com account.

    Create Make.com account if you don't have one.

  • Connect Google Sheets to Make.com.

    Connect Google Sheets to Make.com.

    Give Make.com access to your Google Sheets account, using Google Sheets credentials.

  • Connect Google Docs to Make.com.

    Connect Google Docs to Make.com.

    Give Make.com access to your Google Docs account, using Google Docs credentials.

  • Connect Gmail to Make.com.

    Connect Gmail to Make.com.

    Give Make.com access to your Gmail account, using Gmail credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.

  • Set up a Trigger action for Google Sheets

    Set up a Trigger action for Google Sheets

    Choose the following trigger: Watch New Rows (Triggers when a new row is added.).

  • Then set up an Action for Google Docs

    Then set up an Action for Google Docs

    Choose this action: Create a Document from a Template (Creates a copy of an existing template document and replaces any tags e.g. {{!notfound:name}}, {{!notfound:email}}. This module also allows users to replace images by new images with URLs.).

  • Then set up another Action for Google Docs

    Then set up another Action for Google Docs

    Choose this action: Download a Document (Downloads a document to a required format.).

  • Then set up another Action for Gmail

    Then set up another Action for Gmail

    Choose this action: Send an Email (Sends a new email.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between Google Sheets, Google Docs and Gmail.

  • Test the workflow and turn it on for production use

    Test the workflow and turn it on for production use

    Test your scenario and publish to production. Now you have an automatic workflow, that will Create a Document from a Template when a new row is added in a Google Sheet!

Supported triggers and actions

  • Google Sheets

    New spreadsheet row

    Triggered when a new row is added to the bottom of a spreadsheet.

    zapier
    triggerbyzapier
  • Google Sheets

    New or updated spreadsheet row

    Triggered when a new row is added or modified in a spreadsheet.

    zapierpabbly-connect
    triggerbyzapierpabbly-connect
  • Google Sheets

    Watch new rows

    Triggers when a new row is added.

    integromat
    triggerbyintegromat
  • Google Sheets

    New spreadsheet row (team drive)

    Triggered when a new row is added to the bottom of a spreadsheet - works best with Team Drives.

    zapier
    triggerbyzapier
  • Google Sheets

    New or updated spreadsheet row (team drive)

    Triggered when a new row is added or modified in a spreadsheet - works best with Team Drives.

    zapier
    triggerbyzapier
  • Google Sheets

    New spreadsheet

    Triggered when you create a new spreadsheet.

    zapierautomateio
    triggerbyzapierautomateio
  • Gmail

    Send email

    Create and send a new email message.

    zapierintegratelypabbly-connectpipedreamalbato
    actionbyzapierintegratelypabbly-connectpipedreamalbato
  • Gmail

    Send an email

    This Action will send an email to up to twenty recipients from your Gmail account.

    iftttintegromatautomateio
    actionbyiftttintegromatautomateio
  • Gmail

    Create draft

    Create (but do not send) a new email message.

    zapierintegrately
    actionbyzapierintegrately
  • Gmail

    Create document from text

    Create a new document from text. Also supports limited HTML.

    zapierpabbly-connect
    actionbyzapierpabbly-connect
  • Gmail

    Append text to document

    Appends text to an existing document.

    zapierintegrately
    actionbyzapierintegrately
  • Gmail

    Create a document

    This action will create a new Google document at the path you specify.

    iftttintegromat
    actionbyiftttintegromat

Apps you need

Google Sheets

Google Sheets

Spreadsheets

Online spreadsheets for personal use and collaboration, part of Google Drive

Google Sheets is a powerful and flexible web and mobile spreadsheet application that lets you collaborate and share your data with others. Create and edit spreadsheets on-the-go, all in real-time.

Make.com

Make.com

Automation Platforms

Integromat now Make! A workflow automation service.

Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.