Dynamically Generated Documents with Google Docs and Zapier

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“The bootcamp really helped because in a few lessons I got the hang of some basics that are already really helpful in creating new stuff. The Makerpad education and community has been really helpful enabling you begin to understand what’s really possible when you learn to put together and use the tools that are out there in a practical way. Watching the website get more and more tutorials and then these bootcamps, it’s just getting better and better. I see Makerpad as my university. Over the next three months, I’m studying no-code, and at the end of that I will be able to build out and test my ideas."
Pim Baljon

Step 1

Create and Open a new Airtable base.Next add the following fields, First Name, Last Name, Company Name, Jobb Title, Address Line 1, Address Live 2, City, Postcode/Zipcode and Email.

Insert at least one record of complete dummy data.

Step 2

Open Google Docs.

Click Template Gallery in the top right of the Document Menu. Find and Open a template to use, an invoice template would be ideal.

To enable the mapping of data into the Template, dynamcially inserted fields need be wrapped in {{ }}.

For example,

  • {{firstname}} {{lastname}}
  • {{address line1}}
  • {{addressline2}}
  • Etc

Once we have wrapped each piece of information in {{ }}, we can go over to Zapier.

Step 3

Open Zapier and Create a new Zap.

Find Airtable and select New Record as the Trigger. Connect your account.

Press continue.

Find and connect the Airtable Base and table that contains our recently created data. Press continue and check we get a green tick.

Search for Google Docs and click New Document From Template.

Connect your Google Docs Account.

Find and select the Template we modified ****previously. Customise the New Document Name field to contain the indivuals name.

You should now see fields for each piece of text we wrapped in {{}}.

Click the ‘fields’ button on the right of the input field and map each piece of data from Airtable into this field. First Name to First Name etc. This will now use generate a new document using our data from Airtable.

Press Continue and Test and Continue.

Once done, you should bbe able to locate a newly created Doc from Template in your Google Drive.

That’s it!

Automation at work
Lead Generation and Management with Typeform and Airtable
Dynamic Reporting Dashboards with Google Data Studio
Analyse Customer Personas with Obviously.AI
Customer Support with Zendesk and Slack
Dynamically Generated Documents with Google Docs and Zapier
Customising your CRM with Hubspot and Zapier
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Lesson plan
Automation at work
Lead Generation and Management with Typeform and Airtable
Dynamic Reporting Dashboards with Google Data Studio
Analyse Customer Personas with Obviously.AI
Customer Support with Zendesk and Slack
Dynamically Generated Documents with Google Docs and Zapier
Customising your CRM with Hubspot and Zapier

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Dynamically Generated Documents with Google Docs and Zapier

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Please enroll using the button below. When you have enrolled you may still see the button - don't worry, you only need to enroll once. Chat to us on Slack if you have any questions.

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Step 1

Create and Open a new Airtable base.Next add the following fields, First Name, Last Name, Company Name, Jobb Title, Address Line 1, Address Live 2, City, Postcode/Zipcode and Email.

Insert at least one record of complete dummy data.

Step 2

Open Google Docs.

Click Template Gallery in the top right of the Document Menu. Find and Open a template to use, an invoice template would be ideal.

To enable the mapping of data into the Template, dynamcially inserted fields need be wrapped in {{ }}.

For example,

  • {{firstname}} {{lastname}}
  • {{address line1}}
  • {{addressline2}}
  • Etc

Once we have wrapped each piece of information in {{ }}, we can go over to Zapier.

Step 3

Open Zapier and Create a new Zap.

Find Airtable and select New Record as the Trigger. Connect your account.

Press continue.

Find and connect the Airtable Base and table that contains our recently created data. Press continue and check we get a green tick.

Search for Google Docs and click New Document From Template.

Connect your Google Docs Account.

Find and select the Template we modified ****previously. Customise the New Document Name field to contain the indivuals name.

You should now see fields for each piece of text we wrapped in {{}}.

Click the ‘fields’ button on the right of the input field and map each piece of data from Airtable into this field. First Name to First Name etc. This will now use generate a new document using our data from Airtable.

Press Continue and Test and Continue.

Once done, you should bbe able to locate a newly created Doc from Template in your Google Drive.

That’s it!

Customising your CRM with Hubspot and Zapier

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