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ClickRuntime

Connect Google Docs to Google Sheets

Sheets hold the list and Docs hold the writing. Connect them to turn rows into proposals, research reports, drafts and letters, or to collect summaries of your documents into one sheet you can sort and filter.
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Ideas

What you can do with Google Docs and Google Sheets

Reports, proposals, drafts and summaries, with rows in a sheet on one side and finished documents on the other. These are ready-made starting points. Anything else you can describe works too.
Every hourAI

Summarise new Google Docs into a sheet

Every new document in your folder gets a short summary added to a Google Sheet, with its title and link.

See how it works
Every 30 minutesAI

Turn companies in a sheet into research briefs in Google Docs

Add a company to your sheet and a research brief appears in a Google Doc, with the link written back into the row.

See how it works
Every hourAI

Turn keywords in a sheet into article drafts in Google Docs

Mark a keyword Ready in your sheet and an outline appears in a new Google Doc, with the link written back to the row.

See how it works
Daily

Send personalised emails from a Google Doc template

Each person in your sheet gets an email written from your Google Doc template with their own name and company, and is marked as sent.

See how it works
Daily or weeklyAI

Turn feedback in a sheet into a Google Doc report

Each week, new feedback rows in your sheet are grouped into themes by AI and written up as a report in a Google Doc, with the link emailed to you.

See how it works
Every 15 minutesAI

Draft a proposal Google Doc from each new client row

Add a client's scope and budget to your sheet and a drafted proposal from your template appears, linked in the same row.

See how it works Your own logic

Any other automation you can describe in words

Your own rules, schedule and AI steps with Google Docs and Google Sheets, plus any other app. Describe it and your assistant builds it.

See how to build your own

Build your own

Build any Google Docs and Google Sheets automation you can describe

The ideas above are ready-made starting points, not a fixed list. Describe what should happen between Google Docs and Google Sheets in your own words, with your conditions, other apps or an AI step, and your assistant writes it, tests it and runs it on ClickRuntime.

  • Your own rules

    Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.

  • Any number of apps

    One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.

  • AI where it helps

    Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.

  • On a schedule or on each event

    Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

For example, ask your assistant

Every 10 minutes, find rows in my Quotes sheet with Status Ready, create a Doc from my template with a table of line items, and set Status to Done with the link.

Read every Doc in my Interviews folder, use AI to score each candidate against my criteria, and add the name, score and reason to my Candidates sheet.

Use cases

Why people connect Google Docs and Google Sheets

How the two apps work together

  • ClickRuntime checks the sheet on a schedule for rows marked ready.
  • Each row fills a Docs template, and the new Doc link and status are written back to the row.
  • It can also read Docs and write extracted details into sheet rows.

  • Sales team creates quotes from a price sheet

    Rows with client, items and prices can fill a Google Docs quote template, one Doc per row.

  • HR generates letters in bulk

    A sheet of names and roles can create offer or reference letters from a template.

  • Teacher makes certificates

    Each student row becomes a certificate Doc with name and course.

  • Researcher pulls data out of documents

    Facts from a set of Docs, such as dates or amounts, can be extracted with AI into sheet columns.

More apps

Google Docs, Google Sheets and other apps in one automation

An automation isn't limited to two apps. Add the next step in another app and it runs as part of the same automation.

Generated Docs sent by email

After creating a quote Doc from a sheet row, export it as a PDF and email it from Gmail to the address in the row.

Docs filed into client folders

Save each Doc generated from my sheet into a Drive folder named after the client in column A.

Contracts from sheet rows sent for signature

Create a contract Doc from each approved row in my Deals sheet and send it for signature with DocuSign.

Fill a Doc for each new row and email it

When a new row is added to my Contracts sheet, copy my Docs template, fill in the name, amount and start date, and email a link to the address in the row.

More with these apps

Setup

Connect Google Docs and Google Sheets once

Every idea on this page uses the same two connections, so you set them up once. If one is missing, your assistant tells you and links to the right place.

Google Docs

Documents

  1. At console.cloud.google.com, enable the Google Docs API in your project. Enable the Google Drive API too if you want to copy templates, export PDFs or list folders.
  2. Under IAM & Admin → Service Accounts, create a service account and add a JSON key.
  3. Share the doc, or the folder it lives in, with the service account's email as Editor.
  4. In the ClickRuntime dashboard, save the JSON key as a secret on Connections & secrets.

Google Sheets

Spreadsheets

  1. In the ClickRuntime dashboard, open Connections and choose Google Sheets.
  2. Sign in with your Google account and allow access.
  3. Pick the spreadsheets the automation may use. It can't see any other file in your Drive.

FAQ

Questions about connecting Google Docs and Google Sheets

Can it fill in my own Docs template?
Yes. Put placeholders such as {{company}} in a template document, and each row's values are filled in to make a new copy. Your formatting, logo and layout stay as they are.
Where do the new documents go?
Into the Drive folder you choose. The link to each new document can be written back to its row, so the sheet shows what has been made.
How does it know which rows are done?
A status or link column in the sheet marks rows that already have a document, so each row is handled once. Clear the cell to have a row made again.
Can it work across shared drives?
Yes, as long as the Google account you connect can open the sheet, the template and the target folder.
Can it fill tables in the template?
Yes. The script can add rows to a table in the Doc from multiple sheet rows or a list in a cell.
Will it recreate Docs if I edit a row?
Only if you want it to. It can skip done rows, or regenerate when a row is marked to update.
Can it export a PDF too?
Yes. Each Doc can also be saved as a PDF.

Related pages

Keep exploring

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