Google Sheets integration with Docupilot
How to Create personalized Docupilot documents from new Google Sheets spreadsheet rows
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create personalized Docupilot documents from new Google Sheets spreadsheet rows" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Docupilot integrations
Docupilot actions
Nekton can use any feature that is available in Docupilot API.
Using our advanced AI, you can easily create custom automations for Docupilot.
Here are some typical actions you can do in your automated workflows.
Create Document
Creates a new document from a specified template.
About Docupilot
Docupilot is a document automation tool to generate PDFs, DOCX files, contracts, invoices and more with data from online services.