🔬 Auto-generate and auto-fill business documents with Google Sheets & Gmail

⚡ 2,620 views · 🔬 Document Extraction & Analysis

Description

This workflow automates the generation and delivery of personalized business documents (e.g., contracts, job offers, invoices, pay slips) in PDF format. The data source is a Google Sheet, and the documents are created using CraftMyPDF, then uploaded to Google Drive and optionally sent via email.

This workflow is ideal for bulk document generation (contracts, invoices, etc.) with minimal manual intervention.

Benefits

• Fully Automated: Once triggered, it handles the whole pipeline end-to-end—no manual editing or document creation needed.
• Customizable: Works with any type of business document as long as you provide a CraftMyPDF template.
• Scalable: Processes multiple entries in batch, ideal for HR departments or finance teams.
• Integrated: Seamlessly connects Google Sheets, CraftMyPDF, Google Drive, and Gmail.
• Trackable: Updates the original spreadsheet to keep track of which documents have been processed.

Requirements

• Self-hosted n8n instance (required for some advanced node usage).
• Google Sheet template with columns like: FIRST NAME, LAST NAME, ADDRESS, etc.
• A CraftMyPDF account with a ready-made template.
• Google OAuth2 credentials for Sheets, Drive, and Gmail integrations.

How It Works

1. Trigger & Data Fetch:

   • The workflow starts with a manual trigger (“When clicking ‘Execute workflow’”).
   • It retrieves employee data from a Google Sheet (“Get employees”), filtering rows where the “DONE” column is empty.

2. PDF Generation & Processing:

   • The “Loop Over Items” node processes each employee record individually.
   • The “Create agreement” node uses CraftMyPDF to generate a PDF contract, populating it with employee details (name, address, email, etc.).
   • A conditional node (“Success?”) checks if PDF creation was successful.

3. PDF Handling & Notifications:

   • The PDF is fetched (“Get agreement”) and uploaded to Google Drive (“Upload agreement”) with a filename like [First-Name]-[Last-Name].pdf.
   • An email with the PDF attachment is sent to the employee via Gmail (“Send email with PDF”).

4. Tracking & Completion:

   • The Google Sheet row is updated with “x” in the “DONE” column (“Update row”) to mark completion.
   • The workflow merges results and loops until all records are processed.

Set Up Steps

1. Prerequisites:

   • Use the self-hosted version of n8n (required for this workflow).
   • Clone the provided Google Sheet template.

2. Configure CraftMyPDF:

   • Create an account on CraftMyPDF.
   • Design a PDF template and note its Template ID. Insert this ID in the “Create agreement” node.

3. Credentials Setup:

   • Connect nodes to:
     • Google Sheets (to fetch/update data).
     • Google Drive (to store PDFs).
     • Gmail (to send emails).
     • CraftMyPDF (for PDF generation).

4. Customization:

   • Adjust field mappings in the “Create agreement” node to match your PDF template placeholders.
   • Modify the email template in “Send email with PDF” as needed.

5. Execution:

   • Run the workflow manually. It will process all rows lacking a “DONE” marker, generating PDFs, sending emails, and updating the sheet automatically.

Need help customizing?

Contact me for consulting and support or add me on Linkedin.

🔗 Nodes Used

Google Sheets, HTTP Request, Google Drive, Gmail

📥 Import

Download workflow.json and import into n8n: Workflow menu → Import from File

📖 Importing guide · 🔑 Credential setup