Choose if you want to put each letter in an individual document (multiple output mode) or together in a single document (single output mode). Note: The column headings must be encased in tags > and be written exactly as they appear in the spreadsheet (not in the Google Doc).ĩ. This can be a combination of regular text and column headings from your spreadsheet. Enter the name you want to give to the PDF files that are generated. When all the tags and columns are matched, click Next.Ĩ. Using the drop-down boxes on the right of the configuration screen, match the merge tags to the column headings in your spreadsheet. Change the Merge tab box to the name of the tab containing the data.Ħ. The name of the template will be displayed on the configuration screen.

Search for the Google Docs letter template that has your merge tags. Give the job a name that reflects the letters you are creating. In the Google Sheet, select the Add-ons menu > autoCrat > Launch or Open.ģ. These instructions will configure autoCrat to create a PDF letter from the merge data and email it to recipients.ġ. Step 3: Configure autoCrat to create and email letters Once you have located autoCrat, click the +Free button to install it.ħ.Choose the Google account you want to use autoCrat with and allow it the permissions it needs to run. Search for ‘autoCrat’ using the search box in the top right corner.Ħ. Try and match these tags to the column headings in your spreadsheet to speed up autoCrat configuration.Īn example spreadsheet and document template are shown below.Ĥ. Put a merge tag wherever you want personalised information to go. A letter template in Google Docs that has merge tags using a format. A Google Sheet that contains the data you want to merge into the letter.Ģ. To perform a mail merge in Google Drive, you need to have the following:ġ.

Step 1: Get your data & letter template ready

This same technique can also be used to personalise any other type of document that is based in Google Docs. In this post, we’ll show you how to use one of those tools, autoCrat, to perform a mail merge in Google Docs that creates and emails personalised letters. In a recent post, we shared the top five add-ons you can use to perform a mail merge in Google Drive.

Merge folders in google drive