The #1 App for document automation
Select a Google Sheet, add tags to your document, and automatically create multiple documents via mail merge.
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Google Docs has many features that allow you to create professional looking documents quickly. One feature that allows you to create customized letters, envelopes, flyers, and other documents is Mail Merge. This tutorial will teach you how to use Portant to perform a mail merge.
We know how painful it can be to mail merge using complicated and unwieldy programs. That's why we've come to the rescue so you can mail merge easily between Google Apps.
With Portant you can connect a Google Sheet, click a few buttons and a document will be magically generated from each row of data within your Google Sheet. You can then share a merged document via a customised email or export them as pdfs. Just select the options you require and place your documentation on mail merge autopilot.
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Select the Google Sheet your data is saved in.
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Click ‘insert’ to place merge fields in a Google Doc
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Then just hit the ‘create’ button
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Save as .gdoc or .pdf and share via customised email
Automate your document workflows and reclaim your time.
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Mail merge with Google Docs removes manual data entry from your life, saving you the time and effort of retyping or copy/pasting between Google Apps. Some businesses spend up to 70 days per year on admin, much of which could be automated. Mail merge for Google Docs enables you to get back to the more important stuff.
Typos should be a thing of the past. With Google Docs mail merge, all data is sourced from the original Google Sheet. This means you won't have to worry about mistakes from copying and pasting or manual data entry between Google Apps. Plus, your formatting is guaranteed to be consistent on all your documents.
Mail merge with the Google Apps you already use: Google Docs, Google Sheets, Google Slides, Google Forms and Google Drive. Portant mail merge is integrated into the Google Workspace (G Suite), so it's available on the platforms you're comfortable with. Mail merge with Google Docs will help to turbo charge your workflows so you can hit all your goals.
Yes. Sign up to Portant, connect a Google Sheet, insert merge fields into your Google Doc template, and click Start Automation. Portant automatically creates personalized documents from each row. You can also send merged docs via email or export them as PDFs. See our complete guide for a full walkthrough.
Yes. Open Portant, create a workflow, connect a Google Sheet, and add merge fields to your Google Doc template. Click Start Automation to generate personalized documents from each row. You can also add an email block to send merged documents to multiple recipients automatically.
Yes. Portant makes it simple to merge text, images, dates, and numbers from a Google Sheet into a Google Doc template. Create a workflow at app.portant.co, connect your spreadsheet, insert merge fields, and click Start Automation. Each row becomes a personalized document. See our complete guide.
Yes. Connect a Google Sheet to a document template in Portant and add merge fields to format your data. You can merge to Google Docs, Slides, PDFs, or directly to email. Click Start Automation to generate documents from each row. Learn more in our Google Sheets mail merge guide.
You can mail merge across Google Docs, Google Sheets, Google Slides, Google Forms, Gmail, and Google Drive. The most common workflow is merging data from Google Sheets into a Docs template. Portant also supports merging from Google Form responses into documents, presentations, and PDFs, all within Google Workspace.
Yes. Add a table to a Google Doc with your address formatting, then use Portant's data grouping feature to generate labels in bulk from a Google Sheet. Get started with this address label template.
Yes. Connect a Google Sheet to a Google Slides template in Portant, insert merge fields for text, numbers, or images, and click Start Automation. Portant creates personalized presentations from each row and can email them automatically. Learn how to make certificates with Slides and Portant.
You can mail merge letters, contracts, invoices, proposals, pitch decks, certificates, envelopes, and shipping labels. Portant supports Google Docs, Google Slides, and PDF output, so any document you can template can be merged. You can also share created documents via personalized emails to multiple recipients.
Mark the source column as an image type in Portant, then click Insert Merge Field to place a placeholder image in your template. Resize and position the placeholder however you like, then click Start Automation. Learn more about adding images to your template.
Yes. Check the Save Copy as PDF box in your document block before starting your mail merge. Portant will export each document as both a Google Doc and a PDF, saved in a subfolder on Google Drive. See our full guide on how to mail merge to PDF.
Yes. In the automation panel you can set a custom range by choosing the first and last row, or select a single row. This lets you merge a subset of your spreadsheet data without processing every row. Click Start Automation when your selection is ready.
Yes. Open the Options tab in your workflow and click the pencil icon to choose any Google Drive folder accessible by your account. All merged documents will be saved to that location. You can change the output folder at any time before running your mail merge.
Yes. Add an email block to your workflow and use a merge field containing recipient addresses in the To field. Portant sends personalized emails with the merged documents attached, all from your own email address. Customize the subject, body, and attachments to suit your needs, then click Start Automation.
Yes. Connect a Google Form to a Google Doc template in Portant and a document will be created automatically every time a response is submitted. Read our full guide on Google Forms to Docs to get started.
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.
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