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.
Categories
Google Sheets, Google Docs and Gmail can also be integrated using automation tools other than integromat:
When this trigger fires in Google Sheets
Triggers when a new row is added.
Then these actions happen in Gmail and Gmail
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.
Downloads a document to a required format.
Sends a new email.
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
First, we need to connect Google Sheets, Google Docs and Gmail to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
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.
Give Make.com access to your Google Docs account, using Google Docs credentials.
Connect Gmail to Make.com.
Give Make.com access to your Gmail account, using Gmail credentials.
Part II
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
Choose the following trigger: Watch New Rows (Triggers when a new row is added.).
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
Choose this action: Download a Document (Downloads a document to a required format.).
Then set up another Action for Gmail
Choose this action: Send an Email (Sends a new email.).
Part III
Finally, we need to test this automation and publish it.
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 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!
Triggers when a new row is added to the bottom of a spreadsheet.
Triggered when a new row is added or modified in a spreadsheet.
Triggers when a new row is added.
Triggers when a new row is added to the bottom of a Google Team Drive spreadsheet.
Triggered when a new row is added or modified in a spreadsheet - works best with Team Drives.
Triggers when a new spreadsheet is created.
Create and send a new email message.
This Action will send an email to up to twenty recipients from your Gmail account.
Create (but do not send) a new email message.
Create a new document from text. Also supports limited HTML.
Appends text to an existing document.
This action will send yourself an email. HTML, images and links are supported.
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 (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.