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

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Business Automated!

Business Automated!

Күн бұрын

Пікірлер: 61
@mindplayent
@mindplayent Жыл бұрын
This was awesome, Thank you!
@BusinessAutomatedTutorials
@BusinessAutomatedTutorials Жыл бұрын
Glad you enjoyed it!
@ocdm-creationdesiteinternet
@ocdm-creationdesiteinternet 8 ай бұрын
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 8 ай бұрын
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...
@strately5561
@strately5561 Жыл бұрын
Awesome! For me it would be nice to know, how it is possible to insert a screenshot in document automatically
@BusinessAutomatedTutorials
@BusinessAutomatedTutorials Жыл бұрын
Yupp possible. Insert a screenshot into your template and replace it with another screenshot during generation.
@strately5561
@strately5561 Жыл бұрын
@@BusinessAutomatedTutorials Hey, is it possible for you to help in this case ? Still couldnt automate this unfortunately.
@BusinessAutomatedTutorials
@BusinessAutomatedTutorials Жыл бұрын
@@strately5561 Sure, Do reach out to us here: www.business-automated.com/contact-us
@olympiasmith4175
@olympiasmith4175 Жыл бұрын
The is pretty awesome. Can you also add a table within the letter with six columns and five rows?
@BusinessAutomatedTutorials
@BusinessAutomatedTutorials Жыл бұрын
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).
@gabrielalarreategui5745
@gabrielalarreategui5745 2 жыл бұрын
THANK YOU SO MUCH !
@BusinessAutomatedTutorials
@BusinessAutomatedTutorials 2 жыл бұрын
Glad it helped!
@jquek2522
@jquek2522 3 жыл бұрын
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 жыл бұрын
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 жыл бұрын
@@BusinessAutomatedTutorials Oh yes thanks! Works perfectly.
@ricardofahrig
@ricardofahrig 3 жыл бұрын
Hey there, can you advise on how to write multiple rows as a formatted table into a single template?
@BusinessAutomatedTutorials
@BusinessAutomatedTutorials 3 жыл бұрын
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 3 жыл бұрын
@@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 3 жыл бұрын
@@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 жыл бұрын
@@BusinessAutomatedTutorials I also want to one document instead of many documents created with all letters . Is it possible
@sanjayvideo01
@sanjayvideo01 2 жыл бұрын
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 жыл бұрын
You would have to use text aggregator module and pipe data from multiple sources into a single file.
@sanjayvideo01
@sanjayvideo01 2 жыл бұрын
@@BusinessAutomatedTutorials Thanks. Can you please provide example video ?
@MaratAriev
@MaratAriev 3 жыл бұрын
Hi, Thank you, very good tutorial!!!
@BusinessAutomatedTutorials
@BusinessAutomatedTutorials 3 жыл бұрын
Glad you enjoyed it!
@sanjayvideo01
@sanjayvideo01 2 жыл бұрын
How do you print all docs from folder where you have created all docs ? Not just one by one opening it and printing it ?
@BusinessAutomatedTutorials
@BusinessAutomatedTutorials 2 жыл бұрын
Best I can think of is select multiple files in folder, right click and press print.
@BusinessAutomatedTutorials
@BusinessAutomatedTutorials 2 жыл бұрын
Also you can checkout PrintNode.com
@choisirfacilement
@choisirfacilement 2 жыл бұрын
Very clear, thanks a lot !
@BusinessAutomatedTutorials
@BusinessAutomatedTutorials 2 жыл бұрын
Glad you liked it!
@AhmadFadhlanRifaldi
@AhmadFadhlanRifaldi 2 жыл бұрын
hello can we auto fill from google docs to google sheet? imean can we revert the progress?
@BusinessAutomatedTutorials
@BusinessAutomatedTutorials 2 жыл бұрын
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?
@aryangarvoakridge
@aryangarvoakridge 3 ай бұрын
Can data from google forms be populated to google docs through this method?
@BusinessAutomatedTutorials
@BusinessAutomatedTutorials 3 ай бұрын
From Google forms you would populate it to Sheets first and then to Docs - this way you have full pipeline
@daynegonzales2491
@daynegonzales2491 2 жыл бұрын
Love it! 😍
@BusinessAutomatedTutorials
@BusinessAutomatedTutorials 2 жыл бұрын
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!
@olog519
@olog519 2 жыл бұрын
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 жыл бұрын
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.
@John-jt3dn
@John-jt3dn Жыл бұрын
is it possible to call images within a cell in google sheets to google docs?
@BusinessAutomatedTutorials
@BusinessAutomatedTutorials Жыл бұрын
Not sure I understand the question.
@John-jt3dn
@John-jt3dn Жыл бұрын
@@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.
@khasanboykhabibullaev6499
@khasanboykhabibullaev6499 3 жыл бұрын
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 жыл бұрын
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.
@BusinessAutomatedTutorials
@BusinessAutomatedTutorials 2 жыл бұрын
@Lee Brearley Not sure I understand your question. What do you want to do or what doesnt work?
@BusinessAutomatedTutorials
@BusinessAutomatedTutorials 2 жыл бұрын
@Lee Brearley Yes, use google drive module and select option to download them as PDF.
@BusinessAutomatedTutorials
@BusinessAutomatedTutorials 2 жыл бұрын
@Lee Brearley Hard to tell exactly without seeing the scenario. Every Google module operating on files should return in Output data the File ID - it is usually a long hash containing multiple random characters something like this: ghre343eRGPS5RRE4AW3WER4we
@zachschwartz717
@zachschwartz717 2 жыл бұрын
Is there any specific format in google sheets?
@BusinessAutomatedTutorials
@BusinessAutomatedTutorials 2 жыл бұрын
Not really, all depends what data you want to move to Google Doc Template
@alvarobarrantes1819
@alvarobarrantes1819 2 жыл бұрын
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 жыл бұрын
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.
@sanjayvideo01
@sanjayvideo01 2 жыл бұрын
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 жыл бұрын
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 жыл бұрын
Correct!
@juanjoge
@juanjoge Жыл бұрын
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 Жыл бұрын
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 Жыл бұрын
@@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 Жыл бұрын
@@juanjoge If you add newline tag at the end it will stop being a single line
@Sourabh-p1u
@Sourabh-p1u 10 ай бұрын
Hey i have tried too many times but i'm geTting Refference Error - Doc is not defined Please help with this
@BusinessAutomatedTutorials
@BusinessAutomatedTutorials 10 ай бұрын
seems like you have not connected a template document to your workflow?
@HappyTrips-b5q
@HappyTrips-b5q Жыл бұрын
Awesome
@BusinessAutomatedTutorials
@BusinessAutomatedTutorials Жыл бұрын
Glad you find it useful. You can also checkout the updated version here: kzbin.info/www/bejne/p2GmnZKZipmXjZY
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