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

Business Automated!
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4 окт 2024

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Комментарии : 63   
@mindplayent
@mindplayent Год назад
This was awesome, Thank you!
@BusinessAutomatedTutorials
@BusinessAutomatedTutorials Год назад
Glad you enjoyed it!
@choisirfacilement
@choisirfacilement Год назад
Very clear, thanks a lot !
@BusinessAutomatedTutorials
@BusinessAutomatedTutorials Год назад
Glad you liked it!
@gabrielalarreategui5745
@gabrielalarreategui5745 2 года назад
THANK YOU SO MUCH !
@BusinessAutomatedTutorials
@BusinessAutomatedTutorials 2 года назад
Glad it helped!
@MaratAriev
@MaratAriev 3 года назад
Hi, Thank you, very good tutorial!!!
@BusinessAutomatedTutorials
@BusinessAutomatedTutorials 3 года назад
Glad you enjoyed it!
@aryangarvoakridge
@aryangarvoakridge 22 часа назад
Can data from google forms be populated to google docs through this method?
@daynegonzales2491
@daynegonzales2491 2 года назад
Love it! 😍
@BusinessAutomatedTutorials
@BusinessAutomatedTutorials 2 года назад
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!
@ocdm-creationdesiteinternet
@ocdm-creationdesiteinternet 5 месяцев назад
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 5 месяцев назад
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...
@olympiasmith4175
@olympiasmith4175 11 месяцев назад
The is pretty awesome. Can you also add a table within the letter with six columns and five rows?
@BusinessAutomatedTutorials
@BusinessAutomatedTutorials 11 месяцев назад
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).
@strately5561
@strately5561 Год назад
Awesome! For me it would be nice to know, how it is possible to insert a screenshot in document automatically
@BusinessAutomatedTutorials
@BusinessAutomatedTutorials Год назад
Yupp possible. Insert a screenshot into your template and replace it with another screenshot during generation.
@strately5561
@strately5561 Год назад
@@BusinessAutomatedTutorials Hey, is it possible for you to help in this case ? Still couldnt automate this unfortunately.
@BusinessAutomatedTutorials
@BusinessAutomatedTutorials Год назад
@@strately5561 Sure, Do reach out to us here: www.business-automated.com/contact-us
@olog519
@olog519 2 года назад
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 года назад
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 года назад
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 года назад
Best I can think of is select multiple files in folder, right click and press print.
@BusinessAutomatedTutorials
@BusinessAutomatedTutorials 2 года назад
Also you can checkout PrintNode.com
@John-jt3dn
@John-jt3dn 10 месяцев назад
is it possible to call images within a cell in google sheets to google docs?
@BusinessAutomatedTutorials
@BusinessAutomatedTutorials 10 месяцев назад
Not sure I understand the question.
@John-jt3dn
@John-jt3dn 10 месяцев назад
@@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.
@AhmadFadhlanRifaldi
@AhmadFadhlanRifaldi Год назад
hello can we auto fill from google docs to google sheet? imean can we revert the progress?
@BusinessAutomatedTutorials
@BusinessAutomatedTutorials Год назад
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?
@jquek2522
@jquek2522 2 года назад
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 2 года назад
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 2 года назад
@@BusinessAutomatedTutorials Oh yes thanks! Works perfectly.
@Sourabh-p1u
@Sourabh-p1u 7 месяцев назад
Hey i have tried too many times but i'm geTting Refference Error - Doc is not defined Please help with this
@BusinessAutomatedTutorials
@BusinessAutomatedTutorials 7 месяцев назад
seems like you have not connected a template document to your workflow?
@ricardofahrig
@ricardofahrig 3 года назад
Hey there, can you advise on how to write multiple rows as a formatted table into a single template?
@BusinessAutomatedTutorials
@BusinessAutomatedTutorials 3 года назад
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 года назад
@@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 года назад
@@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 года назад
@@BusinessAutomatedTutorials I also want to one document instead of many documents created with all letters . Is it possible
@alvarobarrantes1819
@alvarobarrantes1819 2 года назад
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 года назад
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.
@HappyTrips-b5q
@HappyTrips-b5q Год назад
Awesome
@BusinessAutomatedTutorials
@BusinessAutomatedTutorials Год назад
Glad you find it useful. You can also checkout the updated version here: ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-q0Cl_cU4dW4.html
@zachschwartz717
@zachschwartz717 2 года назад
Is there any specific format in google sheets?
@BusinessAutomatedTutorials
@BusinessAutomatedTutorials 2 года назад
Not really, all depends what data you want to move to Google Doc Template
@sanjayvideo01
@sanjayvideo01 2 года назад
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 года назад
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 года назад
Correct!
@juanjoge
@juanjoge Год назад
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 Год назад
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 Год назад
@@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 Год назад
@@juanjoge If you add newline tag at the end it will stop being a single line
@sanjayvideo01
@sanjayvideo01 2 года назад
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 года назад
You would have to use text aggregator module and pipe data from multiple sources into a single file.
@sanjayvideo01
@sanjayvideo01 2 года назад
@@BusinessAutomatedTutorials Thanks. Can you please provide example video ?
@khasanboykhabibullaev6499
@khasanboykhabibullaev6499 2 года назад
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 2 года назад
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 года назад
@@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 года назад
@@leebrearley2897 Not sure I understand your question. What do you want to do or what doesnt work?
@leebrearley2897
@leebrearley2897 2 года назад
@@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 года назад
@@leebrearley2897 Yes, use google drive module and select option to download them as PDF.
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