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6 Google Docs automation ideas

By Hannah Herman · June 21, 2024
A hero image of the Google Docs app logo connected to other app logos on a light purple background.

If you're a knowledge worker, Google Docs is probably at the center of a lot of what you do. So you know better than anyone that creating and managing your docs can quickly become tiresome—especially if you create docs for repeat events like meetings, weekly recaps, or sales agreements. It's so easy to promise to create or update a doc and then just…forget to do it.

Instead of trying to manually wrangle your documents, you can use the Zapier Google Docs integration to streamline how you create and manage that content. Here are a few of the most popular ways to automate Google Docs. 

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Table of contents

To get started with a Zap template—what we call our pre-made workflows—just click on the button. It only takes a few minutes to set up. You can read more about setting up Zaps here.

Create new documents from a spreadsheet

If you work in sales or marketing, you have to respond very quickly to new customer sign-ups or demo requests that come in through events and other marketing channels. Otherwise, you can miss out on a potential sale—and the revenue that comes with it. 

Those leads often get stored in a spreadsheet. That means you'll need to check for a new row and then manually create an onboarding doc, sales agreement, or whatever else you need—all before you can even reach out to the lead. 

To make that prep work easier, you can use Zapier to automate the process. Every time there's a new or updated row in a specific spreadsheet, the Zap will create a new Google Doc using a template and include the data from the spreadsheet. 

Create Google Docs documents from new or updated Google Sheets spreadsheet rows

  • Google Sheets logo
  • Google Docs logo
Google Sheets + Google Docs
More details
    You need the info on your spreadsheet to also be on Google Docs. Get this integration. It sends data from Google Sheets spreadsheets to Google Docs. You add or update a row on your spreadsheet; we paste the info to a Google Doc document created from a template. No more switching between platforms or entering data twice.

    Copy data from new Google Sheets rows to a Google Doc template

    • Google Sheets logo
    • Google Docs logo
    Google Sheets + Google Docs
    More details
      This integration will turn the details from each new row in your Google Sheets spreadsheet into a perfectly-formatted Google doc, based on a specified template. Skip the hassle of copy-and-paste and get on with your work!

      Create Google Docs from a template for new Airtable records

      • Airtable logo
      • Google Docs logo
      Airtable + Google Docs
      More details
        When you have new info available in your database, you may want the details added to a document. This integration helps by automatically creating a Google Doc with details from a new record in Airtable. You won't have to manually create documents again.

        Generate Google Docs from templates for new or updated Airtable records

        • Airtable logo
        • Google Docs logo
        Airtable + Google Docs
        More details
          Cut down on time and effort in Google Doc creation with this Zap. Once it's active, each new or updated record in your Airtable account will automatically result in a new Google Doc created from a specified template.

          If you need a little more flexibility, you can use a Zap to create a Google Doc using just the text in a new spreadsheet row—no template needed.

          Create new Google Docs from text with new rows in Google Sheets

          • Google Sheets logo
          • Google Docs logo
          Google Sheets + Google Docs
          More details
            Need to move information between Google Sheets and Google Docs? This Google Sheets-Google Docs integration can save you time through Zapier automation: once activated, this Zap will create a new document from text in Google Docs from the details you include in each new row added to a spreadsheet in Google Sheets.

            Turn form responses into documents

            Online forms are everywhere. Your sales and marketing teams probably use them on your website and ads to collect leads, demo requests, and product feedback. Or maybe your HR team uses forms internally to collect new employee information or employee satisfaction data. 

            Whatever you use forms for, automation is a great way to make following up on the responses much easier—especially if you get a high volume of submissions. 

            For example, you can use a Zap to automatically create new Google Docs whenever there's a new form response. To make sure everything is formatted correctly, the documents can follow a specific template.

            Create Google Docs from template for new Google Forms responses

            • Google Forms logo
            • Google Docs logo
            Google Forms + Google Docs
            More details
              Here's an easy way to get commonly used forms or documents completed! Let's say you have a monthly budget template, or maybe you help create other people's resumes. If you frequently use info from others to enter into a template, this integration is for you. After setup, new Google Forms responses will automatically generate a Google Doc from a template. Just choose which template and you're good to go!

              Turn new Typeform entries into Google Docs (from templates)

              • Typeform logo
              • Google Docs logo
              Typeform + Google Docs
              More details
                Take info from form responses and save it to a document with this integration. When active, it creates new Google Docs with content from Typeform entries. Each time a new entry comes in, a new document is created from a template. Collect data like a pro with this automation.

                Or, if you want more flexibility, the Zap can simply create a Google Doc with the text from the form response. 

                Create Google Docs documents from text for new Google Forms responses

                • Google Forms logo
                • Google Docs logo
                Google Forms + Google Docs
                More details
                  Turning spreadsheet rows into a document shouldn't take up your time. Let us do it for you with this integration. After set up, new Google Form responses in a spreadsheet will generate Google Docs. From there, you can create rich, shareable documents using the info received from the forms.

                  Create documents in Google Docs from new Typeform entries

                  • Typeform logo
                  • Google Docs logo
                  Typeform + Google Docs
                  More details
                    Easily transfer data from new Typeform entries to Google Docs with this efficient workflow. When a user submits a form on Typeform, their information will be instantly uploaded to a document in your Google Docs account. Save time from manually inputting data and stay organized with this seamless integration.

                    Get notifications for new documents

                    We've all been there: Someone on your team creates a brief, a draft, an agenda—and you totally miss it. If you're working with a large number of documents, you might think that's bound to happen. But it doesn't have to!

                    You can create an automated workflow that notifies you when a new doc is created. And those notifications can reach you wherever you spend most of your time, whether that's email, Slack, or another chat app. 

                    Send email via Gmail when there is a new Google Document

                    • Google Docs logo
                    • Gmail logo
                    Google Docs + Gmail
                    More details
                      Use Zapier automation to stay updated and get an email alert or alert others when a new document is created in Google Docs. This Google Docs-Gmail integration will ensure that any new Google Documents will trigger an email to your chosen recipients with content you define.

                      Send messages in Slack for new Google Docs documents

                      • Google Docs logo
                      • Slack logo
                      Google Docs + Slack
                      More details
                        Alert your teammates to new docs in Google Docs with this Zap. Once it's active, this integration automatically sends a message to a Slack channel you specify when a new document is created in Google Docs.

                        Create and send Microsoft Teams messages for new Google Docs documents

                        • Google Docs logo
                        • Microsoft Teams logo
                        Google Docs + Microsoft Teams
                        More details
                          Streamline your document sharing process with this workflow. When a new document is created in Google Docs, it instantly sends a channel message notifying the team in your Microsoft Teams app. This seamless process ensures everyone stays updated in real time, and eliminates manual tracking and communication of document updates. Enhance team collaboration and save time with this efficient workflow.

                          You don't have to be notified for every new document, either. You can use a Zap that triggers only when there's a new doc in a specific Google Docs folder.

                          Send Gmail emails for new documents in folders in Google Docs

                          • Google Docs logo
                          • Gmail logo
                          Google Docs + Gmail
                          More details
                            When you create new docs an put them in a folder, you'll want to receive an email notification with the details. This integration helps by automatically sending a Gmail email when there is a new document added to a specific folder in Google Docs. You'll always know when new documents reach your folder.

                            Send Microsoft Teams chat messages for new documents in Google Docs folders

                            • Google Docs logo
                            • Microsoft Teams logo
                            Google Docs + Microsoft Teams
                            More details
                              Stay in the loop with your team's latest documents by sending chat messages in Microsoft Teams when new Google Docs documents are added to a specific folder. This automation makes it easy to keep everyone informed and up-to-date, saving time and ensuring seamless collaboration.

                              If you need a little more privacy—or just don't want to disrupt a whole Slack channel of people with constant "new doc" notifications—the Zap can let you know via Slack DM.

                              Create direct messages in Slack for new Google Docs documents

                              • Google Docs logo
                              • Slack logo
                              Google Docs + Slack
                              More details
                                Stay in the loop with your team's latest documents by connecting Google Docs and Slack together. This efficient workflow sends a direct message in Slack whenever a new document is created in Google Docs, ensuring smooth collaboration and real-time updates without having to switch between apps. Boost your team's productivity and never miss an update on new documents again.

                                You can also use the Zap to create Slack reminders for new docs instead of just sending a notification, which is a great option if you need to contribute to those documents but might not have time right away.

                                Create Slack reminders for new Google Docs documents

                                • Google Docs logo
                                • Slack logo
                                Google Docs + Slack
                                More details
                                  Effortlessly stay on top of your new Google Docs with this handy workflow. As soon as a new document is created in Google Docs, a reminder will be added to your Slack, ensuring you never miss important updates. Save time and boost your productivity with this seamless integration between Google Docs and Slack.

                                  Create custom automations with webhooks

                                  If you need a little more flexibility with how Google Docs are created, you can use automated workflows that trigger whenever Zapier catches a new webhook. These webhooks can come from a lead source, a custom form on a website, a digital product, or any place you might get info that you want to save.

                                  Catch new webhooks and create Google Docs from a template

                                  • Webhooks by Zapier logo
                                  • Google Docs logo
                                  Webhooks by Zapier + Google Docs
                                  More details
                                    When you have info available through webhooks that also belongs in a document, this integration connects your tools. Once active, it will catch POSTs from a specific URL and create a Google Doc from a template with all the details you need.

                                    Catch new webhooks and append text to Google Docs

                                    • Webhooks by Zapier logo
                                    • Google Docs logo
                                    Webhooks by Zapier + Google Docs
                                    More details
                                      When you have info available that also belongs in your documents, this integration can connect your tools. Once active, it will automatically catch POSTs from a specific URL and append text to a Google Doc with all the information you need.

                                      Turn emails and messages into documents

                                      We already covered why sending notifications for new Google Docs can be invaluable—but what if you want to save email and chat messages as documents? 

                                      With Zapier, you can also create an automated workflow to do just that. Let's say you use an email alias to accept story pitches or comments from customers, for example. Whenever there's a new email in that Gmail inbox, the Zap will save the email's text as a Google Doc. 

                                      Create Google Docs documents from new Gmail emails

                                      • Gmail logo
                                      • Google Docs logo
                                      Gmail + Google Docs
                                      More details
                                        Effortlessly transform incoming Gmail emails into new Google Docs documents with this streamlined workflow. Whenever you receive a new email in your Gmail account, the email content will be used to create a document in Google Docs instantly. Stay organized and save time by consolidating all your important email messages in one place without any manual effort.

                                        Create text files in Google Docs for new Gmail emails that match a search

                                        • Gmail logo
                                        • Google Docs logo
                                        Gmail + Google Docs
                                        More details
                                          If you want to keep records of incoming or outgoing emails that match specific search parameters, use this Zap to save time. This Gmail-Google Doc integration will periodically search your Gmail with any parameters you want, and create individual text files for any new emails that match the search.

                                          You can also use a Zap to append chat messages from a specific channel to an existing document, which is a great way to save internal content like employee feedback.

                                          Append text from new messages posted to a channel in Slack to documents in Google Docs

                                          • Slack logo
                                          • Google Docs logo
                                          Slack + Google Docs
                                          More details
                                            Oftentimes process and procedure emerges from chat messages. Zapier can help you pull those messages to a doc without manually transferring text. This integration appends text from new messages posted to a specified channel in Slack to documents in Google Docs.

                                            Save other content as Google Docs

                                            So far we've covered a lot of ways to save content that's coming to you, whether through email, Slack, forms, or webhooks. But what about content published elsewhere—like press mentions or content from video calls?

                                            The good news is that Zapier is flexible, so you can also automatically create Google Docs for those items. Here are a couple of popular examples, but they're by no means the limit of what you can do with Zapier and Google Docs. 

                                            Create Google Docs from new RSS feed items.

                                            • RSS by Zapier logo
                                            • Google Docs logo
                                            RSS by Zapier + Google Docs
                                            More details
                                              Keep a record of new content from your favorite RSS feed by automatically creating Google Docs every time a new item is detected. Simply set up this automation, and watch as your content library grows with fresh information from your selected RSS feed. Useful for research or archiving purposes, this Zap ensures you never miss an update.

                                              Add new items in RSS by Zapier feed to Google Docs documents as appended text

                                              • Google Docs logo
                                              • RSS by Zapier logo
                                              Google Docs + RSS by Zapier
                                              More details
                                                Stay up-to-date with the latest content from your favorite RSS feeds by automatically appending new items to a Google Docs document. With this workflow, once a new item is detected in the RSS feed, the information will be added to your chosen Google Docs file, making it easy to keep track of updates and share them with your team. This automation saves time and ensures you never miss important updates from your essential sources.

                                                Create Google Docs documents from text for new tl;dv transcripts

                                                • tl;dv logo
                                                • Google Docs logo
                                                tl;dv + Google Docs
                                                More details
                                                  Looking for ways to streamline content organization of your customer calls? With this integration, whenever a new meeting is transcribed with tl;dv, a corresponding document will be automatically created in your designated Google Docs folder.

                                                  Upload new Zoom audio transcripts to Google Docs as documents

                                                  • Zoom logo
                                                  • Google Docs logo
                                                  Zoom + Google Docs
                                                  More details
                                                    Easily keep track of your Zoom meetings' transcripts by directly uploading them to Google Docs. With this workflow, whenever a new audio transcript is available in Zoom, it follows up by instantly generating a document in Google Docs. This process provides a seamless way to manage and archive your audio transcripts, saving you time and ensuring that all your important discussions are organized and accessible.

                                                    Do more with your docs

                                                    Written language has existed for roughly 6,000 years, but it's time you bring your documents into the 21st century. With automation, you can turn Google Docs into a powerhouse app for managing content and saving things that might otherwise be overlooked or lost.

                                                    And this is just the start of what you can do with Google Docs and Zapier. What will you automate first?

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