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Mail merge Google Docs from Google Sheets

Mail merge Google Docs in bulk with dynamic details filled in from Google Sheets.

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Why you should use this

How it Works

Using a Google Doc as a template, create individual Google Docs for each row of data for invoices, agreements, and reports. This works similar to a mail merge with Google Sheets data.

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Create a Google Doc template

Create a regular Google Doc to use a a template.

Include merge fields in the format {{field name}} where 'field name' is the name of your column in your Google Sheet.

Connect your Google Sheet

Connect your Google Sheet to Lido. When a new record is added, it will automatically be pulled into Lido

Create a PDF and save on Google Drive

Generate a Google Doc by merging spreadsheet data into a Google Doc and save it to Google Drive

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

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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 ->
Talk to a product specialistTry this in Lido for free ->

Who should use this

Talk to a product specialistTry this in Lido for free ->

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