Automatically create documents

How to automatically create documents from Google Sheets sources

Portant can automatically check and make additional documents when a new row is added to a Google Sheet.‍

In this article you will learn how to:

1. Auto create documents with a Google Sheets source

Auto create documents with a Google Sheets source

If you open the options menu in the top right hand corner of the Data Merge box you will find additional options for the data merge. Then scroll to the Google Sheets Automation section and select the cadence of automation you require.

Portant will periodically check the source file every hour or day. When new data is found in the source Google Sheet, a new document is created.

When this is on an indicator appears above the 'Data Sources Table' like this:

Feedback and feature suggestions

We created Portant in 2021 and the feedback we have received since then has been very helpful and greatly appreciated. If you have any feedback please feel free to send us an email at [e-mail]

Thanks,

Blake and James