How to copy data from new Google Sheets rows to a Google Doc template

After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook.

To set up this playbook, click "Add trigger" and then select "New row added" under Google Sheets. Then, select your desired sheet. This will allow your playbook to automatically detect the newly added row in Google Sheets and initiate necessary actions.

If this is your first time using a Google Sheets integration in Relay.app, a prompt will guide you through the connection process.

Integrate the Google Docs automation into your playbook to ensure the specific document is promptly copied and replaced the details from each new data added in Google Sheets rows.

Click the "Add step" button, then locate the "Copy doc & fill in {{placeholders}}" automation for Google Docs and input the mandatory and relevant details.

If your Google Docs account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Google Docs account.

Activating your playbook is the final step to automate copying the specific Google Doc and replace the details. Once turned on, it will respond to a each new row added in Google Sheets by copying the specific Google Docs and replacing the details from the spreadsheet without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.