![]() If you need help getting started with templates, here's a quick tutorial. You can use a pre-made template supplied by Google Docs, or you can create your own. how to create a merge document in google docs - Google Docs Editors Community Google Docs Editors Help Sign in Help Center Community Google Docs Editors 2023 Google Privacy Policy. Here, we'll show you how to autopopulate a Google Docs offer letter template, using information from your HR software.īefore you start, you'll need to be sure that your document template exists in Google Docs. How to automatically create a document from a template In this tutorial, we'll walk through one specific example, but remember that you can use this process to fill in a Google Docs template based on information in any of the 1,000+ other apps supported by Zapier. Now, Zapier can find the information in your first app-say, QuickBooks or Google Calendar-and automatically populate your template for you, without sacrificing formatting. Or maybe you have a meeting notes template that needs to be populated with the names of attendees. When there are a lot of fields to fill in, it adds up. Each time you need to create an invoice or an RFQ, you're copy/pasting information from one database into the document. Zapier automates the process, saving you time-and decreasing the opportunity for human error.įor example, you may need to create new sales and marketing documentation on the regular. You need to find the source information, copy it over to the template, and then double and triple check that it's right. And if you do it enough, the few minutes it takes each time can add up. When to use Zapier to create a document from a templateĮven when you use a Google Docs template, you're still taking time to fill in the blanks. You'll be able to automatically create new Google Docs from an existing template without lifting a finger. Now, with Zapier, you can automate the template editing process, sending information from the other apps you use most into your Google Docs templates. Google Docs templates save you from reinventing the wheel every time you need to create a similar-but-not-quite-the-same doc.
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