Autofill Google Doc template from Google Sheets, nocode with Make/Integromat.

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  • Опубліковано 24 лис 2024

КОМЕНТАРІ • 64

  • @olympiasmith4175
    @olympiasmith4175 Рік тому

    The is pretty awesome. Can you also add a table within the letter with six columns and five rows?

    • @BusinessAutomatedTutorials
      @BusinessAutomatedTutorials  Рік тому

      I can't remember for sure - for the Google Doc module but the Word module can do tables for sure (and also save the file on Google Drive).

  • @jquek2522
    @jquek2522 3 роки тому +1

    Thanks for this video. My problem is, how do I insert a dynamic image (e.g. logo) into Google Docs template. any advice?

    • @BusinessAutomatedTutorials
      @BusinessAutomatedTutorials  3 роки тому

      In such case: You add a placeholder image in the document, and in the flow show in the video you add one more integromat/Google Docs module called "Replace and Image with a new image". Does this helps?

    • @jquek2522
      @jquek2522 3 роки тому

      @@BusinessAutomatedTutorials Oh yes thanks! Works perfectly.

  • @aryangarvoakridge
    @aryangarvoakridge Місяць тому +1

    Can data from google forms be populated to google docs through this method?

    • @BusinessAutomatedTutorials
      @BusinessAutomatedTutorials  Місяць тому +1

      From Google forms you would populate it to Sheets first and then to Docs - this way you have full pipeline

  • @strately5561
    @strately5561 Рік тому +1

    Awesome! For me it would be nice to know, how it is possible to insert a screenshot in document automatically

    • @BusinessAutomatedTutorials
      @BusinessAutomatedTutorials  Рік тому

      Yupp possible. Insert a screenshot into your template and replace it with another screenshot during generation.

    • @strately5561
      @strately5561 Рік тому +1

      @@BusinessAutomatedTutorials Hey, is it possible for you to help in this case ? Still couldnt automate this unfortunately.

    • @BusinessAutomatedTutorials
      @BusinessAutomatedTutorials  Рік тому

      @@strately5561 Sure, Do reach out to us here: www.business-automated.com/contact-us

  • @ocdm-creationdesiteinternet
    @ocdm-creationdesiteinternet 7 місяців тому +1

    Thx, my problem is with Airtable, when I want to create a Google Doc, the systeme create no heading but Symbile for exemple #### .. I presume this somethin that can be corrected with mardown
    , parsing ???

    • @BusinessAutomatedTutorials
      @BusinessAutomatedTutorials  6 місяців тому

      If you have makrdown in Airtable (rich text field) you can use Markdown to HTML conversion , but this might not be reflected in Docs though...

  • @ricardofahrig
    @ricardofahrig 3 роки тому +1

    Hey there, can you advise on how to write multiple rows as a formatted table into a single template?

    • @BusinessAutomatedTutorials
      @BusinessAutomatedTutorials  3 роки тому +3

      It should be possible, but not with the standard Document Templated module. I believe it would have to be also using Insert Paragraph module or raw API call. Let me experiment when I have more time

    • @baybridgecapitalgroup
      @baybridgecapitalgroup 2 роки тому +1

      @@BusinessAutomatedTutorials Also interested in knowing more about this or how to create dynamic text (ie if/then conditions based on certain conditions in the data)

    • @BusinessAutomatedTutorials
      @BusinessAutomatedTutorials  2 роки тому

      @@baybridgecapitalgroup Hi -> This video shows how to create automated emails with different message used as a body, you could use similar patter to create different text in Documents. Apart from that there is also logic in Integromat which allows to change what Integromat modules should be executed.

    • @sanjayvideo01
      @sanjayvideo01 2 роки тому

      @@BusinessAutomatedTutorials I also want to one document instead of many documents created with all letters . Is it possible

  • @olog519
    @olog519 2 роки тому +1

    Great video but why doesnt it work for me? I tried this to the letter but after running it, the space where i have curly braces in the template became empty. Even the name of the New letter didnt totally work with the name i gave it.

    • @BusinessAutomatedTutorials
      @BusinessAutomatedTutorials  2 роки тому

      If the curly braces disappear -> that is a good sign at least, means they are being replaced by something. Try putting first hardcoded data in the Google Docs module's substitution fields. If that works -> go ahead and move over dynamic data.

  • @sanjayvideo01
    @sanjayvideo01 2 роки тому +1

    Thanks for your helpful tutorial. Unable to make it work on formatDate , in Template, I have following Dated: {{Date Created}} and then I have formatDate(now;DD.MM.YYYY ) . I see Dated: formatDate(now;DD.MM.YYYY ) in letters getting created. Simply now works but formatDate isn't. What am I doing wrong ?

    • @sanjayvideo01
      @sanjayvideo01 2 роки тому +1

      It looks like now needs to be picked from function, you just can't type it. Once it is picked up from function, it works

    • @BusinessAutomatedTutorials
      @BusinessAutomatedTutorials  2 роки тому

      Correct!

  • @sanjayvideo01
    @sanjayvideo01 2 роки тому +1

    I would like to know whether it would be possible to write to only one doc file vs creating separate one for each row. I have tried one other Plug-in called AutoCrat which can do do it but integromat does offer more features

    • @BusinessAutomatedTutorials
      @BusinessAutomatedTutorials  2 роки тому

      You would have to use text aggregator module and pipe data from multiple sources into a single file.

    • @sanjayvideo01
      @sanjayvideo01 2 роки тому +1

      @@BusinessAutomatedTutorials Thanks. Can you please provide example video ?

  • @mindplayent
    @mindplayent Рік тому +1

    This was awesome, Thank you!

  • @sanjayvideo01
    @sanjayvideo01 2 роки тому +1

    How do you print all docs from folder where you have created all docs ? Not just one by one opening it and printing it ?

  • @AhmadFadhlanRifaldi
    @AhmadFadhlanRifaldi Рік тому +1

    hello can we auto fill from google docs to google sheet? imean can we revert the progress?

    • @BusinessAutomatedTutorials
      @BusinessAutomatedTutorials  Рік тому

      Technically possible, the challenge is the data in google docs is unstructured ( now rows or columns), you would have to describe which paragraphs to pick up or which parts of paragraph and where to send it to. What data are you moving?

  • @khasanboykhabibullaev6499
    @khasanboykhabibullaev6499 3 роки тому +1

    Hello! This was a very helpful tutorial. Thanks.
    How can I save the document in pdf format? Actually I need to attach it to the email through Gmail module, but it must be converted into pdf at first.
    I appreciate if you can help me.

    • @BusinessAutomatedTutorials
      @BusinessAutomatedTutorials  3 роки тому +1

      You can use Google Drive module to download the file - then you can select PDF format - this way you have PDF file accessible for the next GMail module.

    • @leebrearley2897
      @leebrearley2897 2 роки тому +1

      @@BusinessAutomatedTutorials Hi there, I'm struggling to do this unfortunately. Is there a way of getting the module to see the file as it's not created so I can't pick the file to download? P.S This has changed my work life haha thank you so much!

    • @BusinessAutomatedTutorials
      @BusinessAutomatedTutorials  2 роки тому

      @@leebrearley2897 Not sure I understand your question. What do you want to do or what doesnt work?

    • @leebrearley2897
      @leebrearley2897 2 роки тому +1

      @@BusinessAutomatedTutorials I want to try and download the documents that are created from this scenario as PDF’s ☺️ Directly after this scenario, is that possible?

    • @BusinessAutomatedTutorials
      @BusinessAutomatedTutorials  2 роки тому

      @@leebrearley2897 Yes, use google drive module and select option to download them as PDF.

  • @Sourabh-p1u
    @Sourabh-p1u 9 місяців тому +1

    Hey i have tried too many times but i'm geTting Refference Error - Doc is not defined Please help with this

  • @alvarobarrantes1819
    @alvarobarrantes1819 2 роки тому +1

    Hello! I have an error when creating the document from the tamplate. The error is: [400] Invalid value at 'requests[5].replace_all_text.replace_text' (TYPE_STRING), false
    How can I solve it? My module detects the values and it creates the new document but it doesn't change the {{values}}, they remain as the template.

    • @BusinessAutomatedTutorials
      @BusinessAutomatedTutorials  2 роки тому

      try first a template with as single tag and a single value {{variable1}} and replace it with hardcoded text, not dynamic one, once that work, add on more variables and gradually change to dynamic variables. This way you will catch which parts causes a problem.

  • @John-jt3dn
    @John-jt3dn 11 місяців тому +1

    is it possible to call images within a cell in google sheets to google docs?

    • @BusinessAutomatedTutorials
      @BusinessAutomatedTutorials  11 місяців тому

      Not sure I understand the question.

    • @John-jt3dn
      @John-jt3dn 11 місяців тому

      @@BusinessAutomatedTutorials Thank you for returning... What you have demonstrated in only text-based but i have cells in my sheets with images inside them. So i want to call these cells (with images inb them) into google docs. I hope this was clear.

  • @zachschwartz717
    @zachschwartz717 2 роки тому +1

    Is there any specific format in google sheets?

  • @gabrielalarreategui5745
    @gabrielalarreategui5745 2 роки тому +1

    THANK YOU SO MUCH !

  • @juanjoge
    @juanjoge Рік тому +1

    If I want to send all the records to google docs, how can I do it, I am trying to create a report with all the transactions of a single day, but it generates a report for each record, thanks!!!

    • @BusinessAutomatedTutorials
      @BusinessAutomatedTutorials  Рік тому +1

      Yes correct in this case you could use "Text Aggregator module" to aggregate multiple rows into single text block or you use "Microsoft Word Templates" modules instead and the action called "Fill document with batch data"

    • @juanjoge
      @juanjoge Рік тому +1

      @@BusinessAutomatedTutorials Thank you very much, but if I use text agregatatpr it generates a single line of text, how can I control each variable to place it in the word template?

    • @BusinessAutomatedTutorials
      @BusinessAutomatedTutorials  Рік тому

      @@juanjoge If you add newline tag at the end it will stop being a single line

  • @choisirfacilement
    @choisirfacilement 2 роки тому +1

    Very clear, thanks a lot !

  • @MaratAriev
    @MaratAriev 3 роки тому

    Hi, Thank you, very good tutorial!!!

  • @daynegonzales2491
    @daynegonzales2491 2 роки тому

    Love it! 😍

    • @BusinessAutomatedTutorials
      @BusinessAutomatedTutorials  2 роки тому

      Thank you! 😊 Do Like it, Subscribe and share with your neighbor, neighbor's cat, coworkers and that friend from high school you have not spoken in years 😆😆
      Appreciate your support!

  • @HappyTrips-b5q
    @HappyTrips-b5q Рік тому

    Awesome

    • @BusinessAutomatedTutorials
      @BusinessAutomatedTutorials  Рік тому

      Glad you find it useful. You can also checkout the updated version here: ua-cam.com/video/q0Cl_cU4dW4/v-deo.html