Autocrat is a powerful add-on that automates the creation of documents and reports by merging data from a spreadsheet into document or presentation 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 a spreadsheet into document or presentation templates, creating personalized documents automatically.
Dynamic Template Markers: It utilizes placeholders within templates to dynamically insert data from spreadsheets, ensuring customized document content.
Multiple Output Formats: Offers the flexibility to generate documents in formats like text documents, PDFs, and presentations.
Automated Sharing and Emailing: Autocrat can automatically share generated documents through cloud storage and send them as email 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:
Go to your spreadsheet. Navigate to Extensions > Add-ons > Get add-ons.
Search for "Autocrat" and click "Install". Grant the necessary permissions.
In your spreadsheet, 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.
Map the data from your spreadsheet to the placeholders in your template.
Specify output document naming convention and choose a cloud storage 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.
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