📊 Just Launched: Bulk Document Generation with Google Sheets

By Mat Fish

December 30, 2024

Hey IH! Excited to share a new feature we just shipped at Doxy, that transforms how teams handle recurring document generation.

Linked template example. "Generate" button will trigger a batch directly from Sheet data

The Problem

While our Excel upload works great for one-off bulk generations, many users need a more sustainable solution for recurring workflows (that does not involve API integration). They're:

- Downloading fresh Excel templates for each batch

- Managing multiple spreadsheet versions

- Losing track of which file generated which documents

- Manually re-uploading data for recurring generations

The Solution: Connected Google Sheets

We've added native Google Sheets integration that creates a permanent link between your data source and document template. Configure Once, Generate Forever.

Here's how it works in a nutshell:

1. Create your template in Google Docs

2. Download our auto-generated Excel template

3. Import into Google Sheets

4. Connect the sheet to your template using Google File Picker (same picker used for adding a Google Docs template)

5. Generate documents anytime, directly from your connected sheet

The Magic Part

- One source of truth for all your document data

- Generate new batches with a single click

- Perfect for recurring document generation

- Team members can collaborate on the same sheet

This feature was added due to user request. We are always listening!