📝 Overview

The “Document Creation” allows you to create a PDF file from a predefined template document.

This is useful for automating document creation, such as:

✔️ Contracts

✔️ Invoices

✔️ Statements and Reports

This guide explains

✔️ How to create a template document

✔️ How to configure the “Document Creation” action.

✔️ Example Usage

💡 Note: If you configured the "Document Creation" action before September 13, 2023, please check here for any necessary updates.

📄 Step 1: Create Template Document

To use "Documents Creation,” you need a template document created in Google Docs or Google Sheets.

Formatting Template

📌 Use curly braces {} to mark the parts of the document that should be replaced with actual data.

📌 Avoid full-width spaces inside placeholders to ensure correct replacements.

Example: Google Docs Template

Example: Google Sheets Template

For list formats (such as invoice line items), use comma-separated placeholders:

{item_1}, {item_2}, {item_3}

⚙️ Step 2: Configure the “Document Creation” Action

1. Select “Document Creation”

Choose "Generate Documents" as the operation.

Select Google Docs, Google Sheets, or Microsoft Excel depending on your template.

2. Configure the Template Settings

✔️ Google Sheets / Google Docs File ID: Connect the document template

(The file ID can be found between /d/ and /edit in the document's URL.)

✔️ Google Drive Folder ID: Set the storage location

(The folder ID can be found after /folders/ in the folder's URL.)

✔️ Output File Name: Specify the file name for the issued document (PDF)

🔄 Step 3: Set Replacement Conditions

Click the Retrieve Replacement Conditions button to extract all {placeholder} from the template.

The system automatically detects replacement variables.

If your document contains lists, it will detect them as {item_name} instead of {item_1}, {item_2}, etc.

If placeholders are not detected correctly, check the template formatting and click "Retrieve Replacement Conditions" again.

🛠️ Step 4: Set Replacement Values

Choose the values to replace each placeholder.

You can use:

✔️ data from previous operations (e.g., retrieved from a database)

✔️ manually entered text

💡 For lists:

{item_1}, {item_2} → Replace using comma-separated values like "Apple, Banana, Orange"

📌 Step 5: Test & Save

Click “Test” to generate a preview file.

Verify that the file name, content, and replacements are correct.

If everything looks good, click Save.

Example: Issued Document

Below is an example of a document issued using an operation that generates a document based on the prepared template.
*The background is highlighted in yellow to show which parts have been replaced.