Send documents and pre-fill it with data from the updated spreadsheets upon updating your data in Google spreadsheets.
1.Add autostart as described in this article, select Google Sheets update and proceed to settings.
2. Connect to your Google account.
3.Select the spreadsheet you need and desired sheet.
4.To pre-fill the documents with values from the source sheet, simply match the required fields.
5.Select the matching condition when a new document should be sent.
6.Specify a time delay after which a document will be sent and choose how many documents should be sent for each row in a spreadsheet.
7.Check Yes to notify Admin every time a new document is sent, customize the notification message if needed.
8. Select when the document should be created and click Apply changes:
New row is added — triggers only when a brand-new row is added to the sheet. Updates to existing rows will not start the workflow. Examples:
A sales representative adds a new lead to the sheet → send them a product proposal automatically;
HR adds a new hire to the sheet → trigger onboarding document package;
A new order appears in the sheet → send order confirmation to the customer.
Any row is updated — triggers whenever anything changes in the sheet, regardless of whether it's a new row being added or an existing row being modified. This is the broader option that covers all sheet changes. Examples:
A "Status" column changes from Pending to Approved → send the signed contract;
A sales representative updates a customer's contact details → resend the agreement with corrected info;
Renewal date is updated in the sheet → automatically send a renewal notice.
