Lido is trusted by sales, marketing, and operations teams at:
and 100s of other companies

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.

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>)

Tutorials to help you get started

Step-by-step instructions to guide you through setting up this automation in Lido.