How to automatically convert Google Sheets to PDF
Discover how to automatically convert Google Sheets to PDF and optionally send the files out via Gmail, with the Sheetgo web app.
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🎬 Overview
Here are just some benefits of using Sheetgo to create an automated connection that converts your Google Sheets data to customized PDF files:
⊛ Automated workflow from start to finish: with Sheetgo you can create an entire workflow that takes you from entering contractors data, all the way to sharing the final product via Gmail.
⊛ Use Sheetgo Forms to input data automatically into your Google Sheets database: Sheetgo provides useful forms where you can input your data into the spreadsheet.
⊛ Turn your data into a PDF: Using Sheetgo’s document generation feature, you can turn your documents into PDFs – the perfect file format to send to your stakeholders.
⊛ Automatically send PDFs via Gmail: Sheetgo’s integration with Gmail means you can automatically send your files to specific recipients with ease.
⊛ Customize and build on your workflow to suit your needs: Workflows are developed with customization in mind. You can easily build on your workflow and adapt it you your business needs, so you get the most out of your system.
⊛ Easy to use with existing tools: The entire workflow runs based on connections between Google Sheets, Google Docs, and Gmail; tools that are well-known and used by users already.
What do you need to create an automation between Google Sheets and PDF creation with Sheetgo?
1️⃣ Google Sheets file
1️⃣ (Optional): Google Docs template
How to use Sheetgo to generate PDFs straight from Google Sheets?
📝 (Optional) Register your information via Sheetgo Forms that automatically update the Google Sheets file
🔀 Automatically turn the Google Sheets data into PDFs
📑 (Optional) Use a Google Docs template to customize the PDFs
📧 (Optional) Share the PDFs via Gmail
⏰Schedule automatic updates for up-to-date insights on your PDF generation
Why use Sheetgo workflows?
✅Automated workflow from start to finish
✅Easily customizable to suit your needs
✅Scalable to your own organization
✅Data remains private
🤔Have any questions? Feel free to comment below and we’ll reply as soon as possible!
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⏱Timestamps
Video breakdown
0:00 - 1:20: Introduction to how it works
1:21 - 1.38: Signup for Sheetgo
1:39 - 2:33: Create new workflow
2:34 - 4:09: Use a Google Docs template
4:10 - 4:37: Save as PDF
4:38 - 5:52: Share via Gmail
5:53 - 6:07: Finish and save workflow
6:08 - 6:21: Workflow overview
6:22 - 6:27: Rename workflow
6:28 - 6:35: Share with team members
6:36 - 6:38: Files and connections
6:39 - 7:02: Schedule automatic updates
7:03 - 7:20: Links & tips
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🗂 Additional resources
Want to find out even more about this system?
Click here to read our blog post 👉 https://blog.sheetgo.com/how-to-solve...
Need additional support with your workflow?
Book a one-on-one consultation with our experts 👉 https://calendly.com/sheetgomeeting/i...
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