Auto-generate and auto-fill business documents with Google Sheets & Gmail
This workflow automates the generation and delivery of personalized business documents (e.g., contracts, job offers, invoices, pay slips) in PDF format. The data source is a Google Sheet, and the documents are created...
Template notes
This workflow automates the generation and delivery of personalized business documents (e.g., contracts, job offers, invoices, pay slips) in PDF format. The data source is a Google Sheet, and the documents are created using CraftMyPDF, then uploaded to Google Drive and optionally sent via email.
This workflow is ideal for bulk document generation (contracts, invoices, etc.) with minimal manual intervention.
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Benefits
Fully Automated: Once triggered, it handles the whole pipeline end-to-end—no manual editing or document creation needed. Customizable: Works with any type of business document as long as you provide a CraftMyPDF template. Scalable: Processes multiple entries in batch, ideal for HR departments or finance teams. Integrated: Seamlessly connects Google Sheets, CraftMyPDF, Google Drive, and Gmail. Trackable: Updates the original spreadsheet to keep track of which documents have been processed.
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Requirements
Self-hosted n8n instance (required for some advanced node usage). Google Sheet template with columns like: FIRST NAME, LAST NAME, ADDRESS, etc. A CraftMyPDF account with a ready-made template. Google OAuth2 credentials for Sheets, Drive, and Gmail integrations.