Autocrat is a powerful Google Sheets add-on that automates the creation of documents and reports by merging data from Google Sheets into Google Docs or Google Slides templates. It's particularly useful for generating personalized documents in bulk, such as certificates, invoices, or customized letters.
Below, we outline 5 key features of Autocrat:
Automated Document Merging: Autocrat merges data from Google Sheets into Google Docs or Slides templates, creating personalized documents automatically.
Dynamic Template Markers: It utilizes placeholders within templates to dynamically insert data from Sheets, ensuring customized document content.
Multiple Output Formats: Offers the flexibility to generate documents in formats like Google Docs, PDFs, and Google Slides.
Automated Sharing and Emailing: Autocrat can automatically share generated documents via Google Drive and email them as attachments.
Scheduled Merges and Trigger-Based Automation: Enables automated workflows through scheduled merges or triggers, like form submissions, for hands-off document creation.
Below, we outline the steps on how to use Autocrat with Google Sheets:
Go to your Google Sheets. Navigate to Extensions > Add-ons > Get add-ons.
Search for "Autocrat" and click "Install". Grant the necessary permissions.
Back in Google Sheets, go to Extensions > Autocrat > Open. Autocrat no longer uses a sidebar; instead, a dialog box guides you through the merge process.
Click "New Job" and give your merge job a name.
Select your template from Google Docs or Slides.
Map the data from your Google Sheets to the placeholders in your template.
Specify output document naming convention and choose a Google Drive folder for saving the documents.
You can also set up conditional merging rules and email sharing settings.
Optionally, set triggers for automating the merge process based on form submissions or at set time intervals.
We hope that this article has helped you and given you a better understanding of how to use Autocrat with Google Sheets. If you enjoyed this article, you might also like our articles on how to do a chi square test in Google Sheets and how to set up a grade calculator in Google Sheets.
