Create PDFs by merging Google Sheets data into a template

Automatically generate PDFs from spreadsheet data by using a Google Doc as a template with merge fields

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Why you should use this

Automating the creation of PDFs by merging data from Google Sheets into a preset template ensures that reports are uniform and professional-looking. This process saves significant time and effort, reduces errors associated with manual data entry, and produces ready-to-distribute documents that maintain a consistent brand image and meet organizational standards.

How it Works

This automation will auto-fill a Google Doc template with data from a Google Sheet, then automatically turn it into a PDF.

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When a new row is added to a Google Sheet

Triggered when a new row is added to the bottom of a spreadsheet

Create PDF

Create a PDF by merging spreadsheet data into a Google Doc and saved to Google Drive

CREATEPDF(<Google drive credential>,<path to template>,<file name>,<output cell>)

Tutorials to help you get started

Step-by-step instructions to guide you through setting up this automation in Lido.
Instructions from the Lido blog ->
Youtube video ->
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Who should use this

This automation is perfect for project managers, administrative personnel, and any professionals who frequently generate reports from spreadsheet data. It's particularly useful for those who need to produce consistent, formatted documents such as project updates, financial summaries, or client reports based on data collected in Google Sheets.
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