Automatically create documents when a data source file is updated

Updated on:
July 23, 2021

Portant can automatically check and make additional documents when there are changes to a Google Sheet or when a new response is received via a Google Form.

In this article you will learn how to:

  1. Auto create documents with a Google Sheets source
  2. Auto create documents when a Google Form is submitted

Auto create documents with a Google Sheets source

If you open the options menu in the top right hand corner of the Data Merge box you will find additional options for the data merge. Then scroll to the Google Sheets Automation section and select the cadence of automation you require.

Portant will periodically check the source file every hour or day. When new data is found in the source Google Sheet, a new document is created.

Auto create documents when a Google Form is submitted

To turn this on automatically creating documents any time a form response is submitted, select the checkbox in the Data Merge box.

When this is on an indicator appears above the 'Data Sources Table' like this:

Feedback and feature suggestions

We created Portant only a few months ago, so any feedback or suggestions you have for us would be greatly appreciated. Please feel free to send us an email at contact@portant.co or use our contact form here: https://www.portant.co/support

Thanks,

Blake and James

More than mail merge

You can do a lot more than just mail merge with Portant. Portant is a fully-fledged online document automation solution that can optimise many different document flows. You can use our online document automation platform to optimise your repetitive work, so you can get back to doing the work you enjoy.

Get startedAn animation showing a google document being created from a Trello card.