Automate Document Generation from Google Sheets
Create personalized documents, PDFs, and emails automatically. Use our web dashboard or the Google Sheets add-on to connect your data to templates and generate hundreds of documents in seconds.
Dear {{Name}},
Thank you for your business with {{Company}}.
Amount Due: {{Amount}}
Everything You Need for Document Automation
Powerful features to streamline your document workflow and save hours every week
Dear {{Name}},
Your email: {{Email}}
Template Tags
Use {{placeholders}} in Google Docs or upload DOCX templates. Merge tags are auto-detected and mapped to your spreadsheet columns.
Smart Filtering
Build complex filter rules with AND/OR logic and 10+ operators. Only process rows that match your exact criteria.
Scheduled Automation
Set jobs to run hourly, daily, weekly, or monthly. Automate recurring reports and documents hands-free.
Invoice #1001 - January
To: {{Email}}
Email Delivery
Send generated documents to dynamic recipients from your spreadsheet. Custom subjects, HTML body, CC/BCC support.
Data Lookups & Joins
Combine data from multiple sheets with join keys. Pull in related data from lookup tables into a single document.
Grouping & Aggregates
Group rows by field values and generate summary documents with {{_count}}, {{_sum}}, and {{_avg}} calculations.
Three Simple Steps
Get started in minutes and automate your document generation workflow
Create Template
Upload a DOCX file or select a Google Docs template. Add {{merge_tags}} where you want dynamic content — we auto-detect them.
Connect Data
Link your Google Sheet from the web dashboard or add-on. Set up filters, join data from multiple sheets, and configure grouping rules.
Generate & Deliver
Run now or schedule for later. Documents are saved as PDF or Google Docs, and optionally emailed to recipients.
Perfect For Every Industry
See how teams across different industries use SheetMergy
Invoices & Billing
Generate professional invoices from your sales data automatically
- Scheduled monthly runs
- PDF export & email delivery
- Custom filename patterns
Certificates
Create certificates for courses, events, or achievements
- Bulk generation from sheets
- Data lookups for details
- Auto-share via Drive
Reports & Summaries
Build grouped summary reports with aggregated data
- Group by department or date
- Sum, count, average formulas
- Multi-sheet data joins
SheetMergy vs. Manual Work
See how much time and effort you save by automating document generation
| Task | Manual | SheetMergy |
|---|---|---|
| Create a document from template | 10–15 min | Instant |
| Generate 100 personalized docs | 2–3 days | Under 1 min |
| Email docs to recipients | Copy-paste each | Automatic |
| Filter rows before generating | Manual sorting | Built-in rules |
| Combine data from multiple sheets | VLOOKUP formulas | Visual join config |
| Schedule recurring reports | Set reminders | Runs automatically |
| Human errors | Inevitable | Zero |
Frequently Asked Questions
Everything you need to know about SheetMergy