Automate Create Docs from Google Sheets and Email via Gmail

Introduction

Turn spreadsheet entries into polished documents and send them instantly—no manual copy‑paste. ✅

Trigger Event

When a new row is added or an existing row is updated in your selected Google Sheets tab, the automation starts.

Actions

• The sheet data is read from the row that triggered the event.
• A document is generated from your chosen TemplateDocs template. The template placeholders are filled with values from the sheet (e.g., name, notes, totals).
• The generated file (DOCX or PDF) is saved and its link is captured.
• Gmail sends an email to the recipient found in your sheet. The newly created document is attached, and the subject/body can also come from sheet fields.
• Your contact receives a ready-to-use document in their inbox—minutes saved, errors avoided.

Benefits

• Save time: Auto-generate and send documents from each form/submission
• Fewer errors: No manual copy, consistent templates and fields
• Faster response: Instant emails with attachments after each entry
• Scalable: Works for offers, invoices, letters, or certificates
• Flexible: Choose DOCX or PDF and map any sheet columns to template fields