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:
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.
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:
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Blake and James
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 started