Autofill Google Doc Template from Google Sheets | Google Apps Script
Summary
TLDRThis video tutorial demonstrates how to automatically autofill data from a Google Spreadsheet into Google Docs. It guides viewers through creating an Apps Script to generate and populate Google Docs with information from the spreadsheet, including names, addresses, and contact details. The video also covers setting up the script, granting permissions, and ensuring that the generated documents are correctly linked and stored in Google Drive. Additionally, it shows how to recover deleted documents and links by rerunning the script. The tutorial is designed to simplify document automation using Google tools.
Takeaways
- 📊 The video demonstrates how to autofill spreadsheet data into Google Docs.
- 🔑 Essential details such as full name, address, and contact number are added to the spreadsheet.
- 🔗 The 'Document Link' column in the spreadsheet will be updated automatically.
- 📝 Google Docs file is used to show variables including the template content for leads.
- 🛠️ Google Apps Script is utilized to automate the process with custom code.
- 📋 The script includes creating a menu item for easy access to the autofill function.
- 👤 Users need to sign in with their Google account and accept privacy policy and terms.
- 🔄 After script execution, the 'Autofill Docs' option appears in the spreadsheet for use.
- 📑 The script function adds document links for each lead and populates them with template information.
- 🗂️ Each lead's Docs file is saved in the specified Google Drive folder.
- 🔄 Even if Docs files are deleted, the script can regenerate links and restore files.
Q & A
What is the main topic of the video?
-The video explains how to automatically autofill spreadsheet data to Google Docs.
What kind of details are included in the spreadsheet mentioned in the video?
-The spreadsheet contains essential details such as full name, address, contact number, and other relevant information about leads.
Is the document link column in the spreadsheet already filled out?
-No, the document link column is pending but will be updated automatically.
What is the purpose of opening the Google Docs file in the video?
-The purpose is to show the variables including the template content that will be sent to the leads.
How does one access the Apps Script in the video?
-By going to the Extensions option and then clicking on Apps Script.
What is the first step in writing the code for the Apps Script project?
-The first step is to write the name of the project as per your choice.
What does the code written in Apps Script do?
-The code creates a menu item that allows for the autofill of documents from the spreadsheet data.
Why is it necessary to review permissions and sign in with a Google account?
-It is necessary to grant the script access to the Google services it needs to function properly and to ensure the user's privacy policy and terms are accepted.
What happens after the script execution is successful?
-After a successful execution, the 'autofill docs' option appears in the spreadsheet, allowing the user to run the script function.
How can one ensure the script function works after the initial setup?
-By opening the Extensions option again, clicking on Apps Script, copying the Google Docs template URL and replacing it in the script, and ensuring all fields are correctly matched.
What happens if the Google Docs files are deleted or links are removed from the spreadsheet?
-The script can be run again to regenerate the links and restore the files in Google Drive.
What is the final step suggested in the video for the viewers?
-The final step is to like, share, and subscribe to the video.
Outlines
📊 Automating Spreadsheet Data Autofill to Google Docs
This paragraph introduces a tutorial on how to set up an automated system to autofill spreadsheet data into Google Docs. The spreadsheet contains essential details such as full names, addresses, contact numbers, etc., and is set to automatically update the document link column. The video demonstrates opening a Google Docs file, navigating to the 'Extensions' option, and using 'Apps Script' to write and execute a script that creates a menu item for the autofill function. The process includes saving the project, reviewing permissions, signing in with a Google account, and accepting privacy policies. After successful execution, the 'autofill docs' option appears in the spreadsheet, allowing the script to automatically add document links for each lead. The paragraph concludes with instructions to copy the entire script from the YouTube description, replace placeholders with specific Google Docs IDs and folder IDs, and execute the script to see the automatic addition of document links.
🔄 Restoring Deleted Docs and Spreadsheet Links
In this paragraph, the video script illustrates the process of recovering deleted Google Docs files and their links from a spreadsheet. It demonstrates that even after documents are removed from Google Drive and links are deleted from the spreadsheet, the script can regenerate these links and restore the documents. The user is guided to use the 'autofill docs' function to rerun the script, which reestablishes the document links and reinstates the Google Docs files in the Drive. The paragraph ends with a call to action, encouraging viewers to like, share, and subscribe to the channel.
Mindmap
Keywords
💡Autofill
💡Spreadsheet
💡Google Docs
💡Apps Script
💡Menu Item
💡Code
💡Review Permissions
💡Privacy Policy
💡Template
💡Google Drive
💡Script Function
Highlights
The video explains how to autofill spreadsheet data to Google Docs automatically.
Essential details such as full name, address, and contact number are added to the spreadsheet.
The document link column in the spreadsheet will be updated automatically.
Demonstration of opening the Google Docs file to show variables and template content.
Instructions on how to open the extensions option and access Apps Script.
Guidance on writing a project name for the Apps Script.
Explanation of writing code to create a menu item in the Apps Script.
Details on saving the project after completing the code.
Process of running the script and reviewing permissions.
Instructions on signing in with a Google account and accepting terms.
Confirmation of successful execution and the appearance of the 'autofill docs' option.
How to copy the entire script from the YouTube description.
Steps to replace the Google Docs template URL and Google Drive folder ID in the script.
Importance of matching all fields in the Apps Script with the spreadsheet.
Demonstration of the script function working and auto-adding document links.
Verification of details added correctly with the template in each Google Docs file.
Showcasing the recovery of deleted documents and links by re-running the script.
Encouragement to like, share, and subscribe to the video channel.
Transcripts
in this video we are going to explain to
you how to automatically autofill
spreadsheet data to google docs
we have added all the essential details
to the spreadsheet the details are all
about full name address contact number
and so on the document link column is
still pending but it will be updated
here automatically
so we will open the google docs file now
to show you all the variables including
the template content to send to those
leads
let's go back to spreadsheet now and
open the extensions option we will now
click on apps script write the name of
your project as per your choice
[Music]
now the next step is to write a code to
create a menu item
check this code that we are writing
save this project after completing the
code
go to the run option and click on review
permissions
after this it will ask you to sign in
from your google account
accept the privacy policy and terms by
going to the allow option
execution is done successfully
go to your spreadsheet again and refresh
the page you will see the autofill docs
option appear by clicking on it you will
see the script function as not found
open the extensions option again and
click on apps script
this is the whole script you can copy
all code from youtube description
this is google doc id
copy the google docs template url and
replace it here in the app script
the second one is google doc folder id
the second is to copy the google drive
folder link and replace it
the third is the spreadsheet name here
you can see our sheet name
you can write according to your choice
all the fields in the app script are
matched save the project
now tap on run and then review
permissions
sign in to your google account again and
you can see execution has started
and to spreadsheet again and tap on the
autofill docs option
the script function will work now and
you can see the document link of every
led is added automatically
open the docs one by one and check all
the right details added with the
template information
docs file of every led is added in
google drive too
we have deleted the docs file from the
drive and also removed links from
spreadsheets
it is just to show you that even if you
delete it you can get back those links
and files once again
go to autofill docs to run the script
again links are appearing again and docs
are back on the drive
thank you for watching this video make
sure to like share and subscribe
[Music]
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