The autoCrat Add-on for Google Sheets enables you to automate the creation of personalized documents and emails from the cloud. autoCrat is a multi-purpose document merge tool that allows you to take any row-based spreadsheet data and create, save, attach to email, and share templated documents. Use <<Your own tags>> to build a template in a Google Doc or Spreadsheet, than let autoCrat mass-generate these docs, with tags and collaborators populated from data in your Sheet!


UPDATE: Form triggers now available! Turn them on under Advanced Settings.






INSTALLATION

Install autoCrat in a few clicks on any Google Sheet from the Sheets Add-ons gallery. Once installed, you can launch autoCrat from any other Google spreadsheet in Drive -- allowing you to easily re-use your document templates across multiple merge jobs!


BASIC USE

  • Create your merge template as a Google Doc or Spreadsheet using any formatting you like, and set placeholder tags using a simple convention. (Example: Dear <<First Name>>, ...)
  • Match the fields from your Sheet to the tags in your doc.
  • Choose from among the various merge settings (PDF or shared Google Doc) and build a customized email message to recipients using placeholder variables from your sheet.
  • Preview your merge from the first data row before running on all records.


FEATURES

  • Merge any spreadsheet or Google Form data into personalized, templated Google Docs or PDFs.
  • Create your template file as a Google Document or Spreadsheet using <<merge tags>>.
  • Easy-to-use field-mapper takes the hassle out of setting up merges.
  • Organizes merged files into a collection of your choosing.
  • Dynamically names Docs, organizes links in your spreadsheet to improve your workflow when accessing Docs later.
  • Enables sending of PDFs as email attachments.
  • Allows for setting of conditions to only merge Doc if a value matches a criteria.
  • Share merged Docs with recipient(s) as view-only or as editor.
  • Include merge data in document header and footer.
  • Great for form letters, progress reports, personalized student assignments, equipment invoices, transcripts, etc.


USE CASES


Merge report cards, student schedules, award certificates, etc.



Join the autoCrat user's community


If you have any questions about using autoCrat, or to share out successes you've had in using it, please join the autoCrat Users Google Plus community!



TUTORIALS


Frequently Asked Questions & Known Issues

Example: Creating a permission slip generator