Pre-Built Workflow

Automated Document Generation

Stop manually copy-pasting data into contracts and invoices. Our automated document engine instantly transforms Google Sheet data into professional, PDF-ready documents and emails them directly to your clients.

The Problem: The "Copy-Paste" Trap

Creating repetitive documents like contracts, offer letters, or invoices is a low-value task that consumes high-value time. It creates a bottleneck in sales and HR processes.

Human Error: Copy-pasting leads to typos, wrong dates, or incorrect client names.
Formatting Nightmares: Manually adjusting layout for every new document is tedious.
Slow Turnaround: Clients wait hours or days for simple paperwork.
Version Chaos: Files are saved locally or in random Drive folders, making them hard to find later.

The Solution: One-Click Document Assembly

Key Benefits

Zero Manual Entry: Eliminate copy-paste errors completely.

Instant Delivery: Generate and email 50+ contracts in under a minute.

Standardized Quality: Every document follows your exact brand template.

Organized Archiving: Automatically save every file to the correct Client Folder in Drive.

How the Workflow Works

Data Input

Your team enters variable data (Client Name, Date, Amount) into a central Google Sheet—or connects it to a Google Form for auto-entry.

The Trigger

Select the rows you want to process and change the status to "Generate," or click a custom menu button inside the Sheet.

Smart Assembly

The script grabs your Google Doc Template, creates a unique copy, and intelligently swaps placeholders (e.g., {{ClientName}}) with the specific row data.