Lesson 10: Merge Documents from Spreadsheet Data
Total video watch time - 36:11
Total video watch time - 36:11
Install the Autocrat Add-on
Prepare a template document
Configure the Autocrat Add-on
Set job triggers
Use Autocrat to merge documents
Open up any Google Sheet in your personal Google Account
In the Extension menu, click Add-ons, then Get add-ons
Search Autocrat.
Click on the add-on and install it
Once done, you will see Autocrat in your list of Add-ons when you click on the Extensions menu.
Autocrat is a multi-purpose document merge tool that allows you to take data from a spreadsheet and merge it into a document via a template. You will have the option to send the documents as email attachments. Knowing how to mail merge is useful for creating rubrics, report cards, certificates, and classroom-related letters and documents in bulk. You can even use Autocrat to generate MadLibs!
Before Autocrat can mass-generate personalized documents, you will need to tell Autocrat which fields to merge via <<merge tags>>. You can create Auotocrat templates using either Google Docs or Google Slides.
In our first example, I am going to use Autocrat to create student login cards using sheet data. You'll get a look at how to configure Autocrat to create the desired end product and a summary of the different options you have when configuring a job. Finally, you'll see how to easliy run the job when created and what the finished product looks like.
In this example, I use Sheets to grade student projects and then use Autocrat to generate a rubric for each student with the inputted data. During this tutorial you'll also see how to configure Auotcrat to merge documents based on a specified condition and automatically share the merged document with each student.
For our final scenario, I have a Google Form that community members use to reserve tickets for the school musical. When a person submits the form, I want that person to receive an email instantly that includes a ticket to the event and other important event details.
In this tutorial, we are going to take a look at how to configure Autocrat to create a truly streamlined process by setting a trigger that tells Autocrat to create and share a document each time a new form is submitted. Once you know how to do this, you will be able to do things like send certificates upon successful completion of a quiz, create MadLib activities, and generate other automated documents.
IMPORTANT: Before opening the practice task, make sure you are viewing this page with your personal Google Chrome account. This will ensure that a copy of the task is created in your personal Google Account. If you open the task in your school account, some features may be blocked and you will not be able to submit the assignment to Google Classroom.
Click the Practice Task button below, then select the "USE TEMPLATE" button to create an editable copy of the task in your Google Drive.
Follow the steps in the INSTRUCTIONS tab
Click the Solution File button to check your work.
When you have completed the task to the best of your ability, find the "TURN IN" tab in the Practice Task for instructions on how to submit your work.
AutoCrat Users Guide- This is a manual from the developer that explains all steps of running a document merge with autocrat.
Dynamic Folder References - Sometimes you want a merged document to be dropped into certain folders and not others. Using Dynamic Folder References, you can organize merged documents into specific folders based on a specified condition.