Excel to Personalised Documents Automation · $149 · Coming soon
Stop copy-pasting rows into documents.
I build an automation that takes your Excel or Google Sheet and produces one personalised document per row, such as offer letters, certificates, quotes or invoices, from a template you design in Word or Google Docs. It's set up to run in your own Google account or as a small script you own.
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What you get
- One template (Word or Google Docs) with merge fields mapped to your columns
- Output as PDF or DOCX, named and saved to a folder you choose, with optional emailing via your own Gmail
- Handling for blanks, dates, currency and conditional text
- A test run on sample rows you approve before the full run
- A short how-to video and written guide. Delivered within 3 business days.
Your own data only: I work with sample or anonymised rows where possible and delete copies after delivery. Up to about 2,000 rows per run with Google's free quotas. Emailing respects Gmail's daily sending limits and goes only to people who expect it.