![]() ![]() The sample app on this page shows how you can use the Google Docs and Sheets In the data, as shown in the following table: Organize the data as one record per row, with the columns representing fields Processors and is part of many business workflows today. Mail merge has been around as long as there have been spreadsheets and word Mail or form letters, but can be for any purpose at all, such as generating a This lets you create a single "master"ĭocument (the template) from which you can generate many similar documents, eachĬustomized with the data being merged. Portant is a document merge and workflow add-on available in the Google Workspace Marketplace.A mail merge takes values from rows of a spreadsheet or other data source and Or a simpler alternative to Add-ons such as Autocrat, Document Studio or Form Publisher. Or if you’re looking for an alternative to simplify and centralise workflows built on top of Zapier, Workato or Integromat. Portant is a great solution if you are overloaded from copy and pasting information into documents. □ Education and teachers: Make certificates, awards, progress reports, evaluations. ![]() □ Operation teams: Automate packing lists, carton labels, commercial invoices □ HR teams: Produce onboarding documents, salary updates, official employee letters □ Sales teams: Create pitch decks, sales letters, quotes, invoices or contracts □ Project teams: Generate project status reports, end of week summaries, executive reports, team check-ins, end of month showcases. □ So if there is a feature that you would like to see, please let us know: to start using Portant:Ģ️⃣ Open the add-on by selecting: Add-on > Portant Data Merge > Startģ️⃣ Select and connect a Google Sheet or Google FormĤ️⃣ Insert simple tags to indicate where you want each answer to be placed in the final document.ĥ️⃣ Click START and automatically create documents and save them in a folder on your google drive.Ħ️⃣ Optional | Share documents with email addresses.ħ️⃣ Optional | Set Portant to automatically create documents whenever there is a change to the sheet or new answer to the form. □ We have big plans for Portant and a feature backlog that will enable you to create beautiful documents and presentations with less effort. ![]() □ Centralise and consolidate your workflows in Google Workspace and reduce the number of external tools you rely on (and pay for) ![]() Delete copy and paste from your workday, and place your repetitive documents on auto-pilot. □Make your documents more accurately and ensure typos are a thing of the past.Plus, your formatting is guaranteed to be consistent on all your documents. ✅ Create approval workflows using the 'Form Edit Response' links and email conditional logic. □ Automatically save documents and presentations as PDFs (Pro feature) ✉️ Custom email messages (Mail Merge), email notifications and document sharing from your email address (via Gmail) □ Combines multiple rows from sheets into one document or presentation □ Automatically creates new documents when a Google Form response is submitted (or when a Google Sheet is updated). □ Document Generator - Creates multiple documents from a Google Sheet or Trello board (data merge). Here’s everything Portant Data Merge does. □ Transform the complexity and monotony of a repetitive document into a well-oiled workflow, so you can free up time to work smarter, not harder. ![]()
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