How to Connect Google Docs to Albato

Google Docs is an online word processor that lets you create, edit, and format documents in your browser. Connect Google Docs with Albato to integrate it with 1,000+ apps, including AI tools like ChatGPT and Gemini. Follow the steps below to set it up.

Available Actions:

Actions are what Albato performs when your automation is running. Actions also allow you to transfer data to other apps and systems.

• Create Document from Template

Before setting up integrations with Google Docs connect the app to Albato.

How to create a connection to Google Docs

To do this, go to the Apps section and click the Add a connection button.

Select the app and click the Add a connection button.

Come up with a name for your connection and click the Continue button.

Grand Albato access to your Google Docs account.

Sign in to your Google account.

Click the Allow button.

The connection is ready!

How to use custom fields when creating a document from a template

After creating the connection with Google Docs, you will see that the available action to use is Create documents from a template.

This action is very useful and, when you add it to your automation, the first step is to select the document template you will use. To do this, simply choose one of your Google Docs documents as a reference from the list that appears in Albato.

Next, you will initially see two available fields to fill in:

• Name of the new document
• Description of the new document

You can fill in these fields with fixed values (by typing them manually), meaning they will repeat every time the automation runs, regardless of the data collected by the automation trigger.

Or you can use dynamic values, that is, values collected from previous steps. To do this, just click on the field and then select one of the values from the list that will appear.

If you prefer, you can also combine both options.

At the bottom, you will see a section for custom fields.

These are fields that you can add to your document, making it unique, more precise, and aligned with your needs.

Each field you add here will be a value that will be inserted into the main document that will be created. For example, let’s consider the following contract template in Google Docs.

Now, we want the Contact name and Compamy Name to be personalized.

To do this, in your original document, at the desired location, simply add the field name between double curly braces.

For example, if you want the personalized name to appear in the document created by Albato, you should add it like this: {{name}}.

It would look like this in the original document.

Attention: The field name can be anything you prefer. It only serves as a reference to help you map this information in Albato.

Next, in Albato, simply click on Update.

And you will see that this field now appears available to be mapped.

Just fill in the field in the same way explained earlier, using fixed values, dynamic values from previous steps, or a combination of both.

You can repeat this process multiple times and add as many custom fields as you like.

How to add custom fields in the Header or Footer of your document

The idea here is similar to the previous one. However, when adding the parameter to your Google Docs file, you will need to choose its position.

For example, to add it to the Header, double-click on the top area of the document.

Then, add the parameter.

In Albato, you will see the field available for use in the same way after updating the values. However, this time, it will be indicated that the field is located in the Header.

Finally, to add a field to the Footer, simply click on the bottom area of the document and repeat the process. Here is the example.

Notice that the field also appears flagged with its position inside Albato.

Now you know how this action works and can create amazing automations, making document generation simple and fast using our platform.