What we automate with Google Docs
Create documents from templates with data automatically merged from CRMs, databases, forms, or spreadsheets.
Generate customized contracts and proposals for each client automatically. Include pricing, terms, and personalized sections.
Compile data from multiple sources into formatted reports. Generate weekly, monthly, or quarterly reports automatically.
After generation, automatically share documents, request approvals, send for signatures, or store in organized folders.
Popular Google Docs automation workflows
Sales proposal generation
Create customized proposals from CRM deal data. Include pricing, product details, and case studies automatically.
Client onboarding documents
Generate welcome packets, SOWs, and onboarding guides for new clients with all details pre-populated.
Monthly reporting
Compile performance data into executive reports. Generate and distribute reports automatically each month.
Contract creation and signing
Generate contracts from deals, send for DocuSign signature, and store completed contracts automatically.
Pre-built Google Docs Automations
View all templatesCreate professional invoices from Airtable project data, send to clients automatically, and track payment status.
Generate contracts from CRM deals or form submissions, send for DocuSign signature, and store completed documents automatically.
Sync Google Ads performance to Sheets, generate executive summaries, and share scheduled reports automatically.
Create Slack incident channels, sync Jira issues, and update stakeholders until resolution without manual coordination.
Integrations that work great with Google Docs
Ready to automate with Google Docs?
Book a free consultation to discuss your Google Docs automation needs and discover how we can help eliminate manual work.