If you’re looking to automate the creation of PDFs from data in Google Sheets — you’re in the right place. Here’s how you can set up a workflow using Zapier and Docupilot to generate documents automatically without writing any code.
Use Case:
- A new row is added in Google Sheets
- You want that data to populate a PDF template
- The PDF gets saved, emailed, or stored automatically
What You Need:
- A Docupilot Account
- A document template
- Upload a Fillable PDF.
- Upload a Word document template.
- Upload a Powerpoint presentation.
- Upload an Excel template.
- or create one using our Online Builder.
- A Zapier account (The same can be achieved with other iPaaS solutions like Make)
- A Google Sheet with data that matches your template fields (field names need not be an exact match to template fields)
How It Works:
1. Set up your template in Docupilot
- Setup your document template on Docupilot
- Make sure that the desired fields are shown in the RHS
2. In Zapier:
-
Trigger: New row in Google Sheets
-
Action: Create Document in Docupilot
- Choose your Docupilot template
- Map Google Sheet columns to template fields
3. Output Options (in Docupilot settings):
Generated document can be sent to various delivery locations:
- Send via Email to your recipient.
- Save to cloud storage (Google Drive, One Drive, etc.)
- Sent to a Webhook
- and more…
-Or-
- Add another step in Zapier and use the Generated document to be sent out to any other application. (Note that this requires “Provide Download URL Link?” to be enabled)
No-Code. Fully Automated.
Once set up, every new row in your sheet will generate a custom PDF — no manual editing needed.
If you’re stuck or need help mapping fields correctly, drop your questions here — happy to assist!