Automate Business Document Generation with Google Sheets and CraftMyPDF
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Streamline your business operations by automatically generating personalized documents from Google Sheets data. This workflow leverages CraftMyPDF to create PDFs and stores them securely in Google Drive.
About This Workflow
This powerful n8n workflow automates the creation of business documents, such as agreements or proposals, by pulling data directly from a Google Sheet. It begins by fetching employee information from a specified Google Sheet, then iterates through each entry to generate a personalized PDF using a CraftMyPDF template. The generated PDF is then downloaded and uploaded to a designated folder in Google Drive. Finally, the workflow updates the original Google Sheet to mark the processed entry as complete. This eliminates manual data entry and ensures consistent, error-free document generation, saving valuable time and resources.
Key Features
- Automated PDF Generation: Create custom business documents without manual intervention.
- Google Sheets Integration: Seamlessly pull data from your spreadsheets.
- Dynamic Content: Personalize documents using data points from your sheet.
- Cloud Storage: Automatically save generated PDFs to Google Drive.
- Status Tracking: Mark processed records in Google Sheets for easy oversight.
How To Use
- Connect Google Sheets: Authenticate your Google Sheets account in n8n and specify your target spreadsheet and sheet name.
- Configure CraftMyPDF: Set up your CraftMyPDF API credentials and select your desired PDF template ID. Map the Google Sheet columns to the corresponding fields in your CraftMyPDF template within the 'Create agreement' node's 'data' parameter.
- Set Up Google Drive: Authenticate your Google Drive account and specify the folder where you want to save the generated PDFs.
- Trigger the Workflow: Manually trigger the workflow by clicking the 'Execute workflow' button. The workflow will then process each row in your Google Sheet, generate a PDF, upload it to Google Drive, and update the sheet with a 'DONE' status.
Apps Used
Workflow JSON
{
"id": "037eaf02-2911-45d1-a4c2-833e1ef54e92",
"name": "Automate Business Document Generation with Google Sheets and CraftMyPDF",
"nodes": 18,
"category": "Operations",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
Get This Workflow
ID: 037eaf02-2911...
About the Author
SaaS_Connector
Integration Guru
Connecting CRM, Notion, and Slack to automate your life.
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