How to Create Personalized Documents from a Google Spreadsheet in Minutes

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Published in: Google Sheets - PDF

Introducing Document Studio, a powerful Google add-on that lets you effortlessly generate documents and reports using merge data stored inside Google Sheets. It can also create documents with live data from Google Forms submissions. The generated documents can be automatically sent inside personalized email messages using built-in Mail Merge.

There’s zero learning curve and you can work inside the familiar Google Docs environment. The documents can be produced in PDF, Word, Excel, PowerPoint and several other formats. The generated files are uploaded to your Google Drive, they can be instantly shared and there’s also an option to send files directly to the printer via Google Cloud Print.

The uses cases are endless. Businesses can streamline workflows and send professional looking invoices to customers. A school teacher can print individual exam certificates of every student in her classs. An instructor can generate personalized training handouts for attendees.

https://www.youtube.com/watch?v=TSDXfdo3JVU&list=PLIO7o3VwD0X9y87q0lTCh3YtIJuIi3kkT&index=1

Getting Started with Document Studio

It takes 3 easy steps to get started.

  1. Create a template inside Google Docs, Google Sheets or Google Slides and add placeholders, such as {{Name}} or {{Address}}, for merge fields.
  2. Create a Google Sheet with the source data. The column headings will correspond to the placeholders in the template while the rows represent the records.
  3. Install the document merge add-on and follow the wizard to produce the documents. Document Studio will create one document per row in the sheet.

Document Studio includes a WYSIWYG email editor to help you send the merged documents to one or more recipients inside personalized email messages.

If your template is a Google Spreadsheet and it contains any formulas, they are re-calculated and evaluated in the generated document. You can also include unique images, Google Maps, QR Code images and PayPal payment links in generated documents with the help of simple spreadsheet functions.

In addition to document merge, the add-on can also be used for creating documents in real-time from Google Forms submissions.

Watch the video tutorial on YouTube or check the help center to learn more about Document Studio.

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Published in: Google Sheets - PDF

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Meet the Author

Web Geek, Google Developer Expert
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Amit Agarwal

Amit Agarwal is a Google Developer Expert in Google Workspace and Google Apps Script. He holds an engineering degree in Computer Science (I.I.T.) and is the first professional blogger in India. He is the developer of Mail Merge for Gmail and Document Studio. Read more on Lifehacker and YourStory

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Google Add-ons

Do more with your Gmail and GSuite account
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We build bespoke solutions that use the capabilities and the features of Google Workspace for automating business processes and driving work productivity.

  1. Mail Merge with Attachments
    Send personalized email to your Google Contact with a Google Sheet and Gmail
  2. Save Emails and Attachments
    Download email messages and file attachments from Gmail to your Google Drive
  3. Google Forms Email Notifications
    Send email notifications to multiple people when a new Google Form is submitted
  4. Document Studio
    Create beautiful pixel perfect documents merging data from Google Sheets and Google Forms
  5. Creator Studio for Google Slides
    Turn your Google Slides presentations into animated GIFs and videos for uploading to YouTube