The next step is to create a Google Docs template. You have three options:

  1. Create a Google Doc template from scratch
  2. Start with a template from the template gallery
  3. Use DocsAutomator’s 24h template creation service

1. Create a Google Doc template from scratch

https://youtu.be/1JNMLjo8jt4

Templates are created using {{placeholders}}. DocsAutomator supports two types of dynamic content: Simple text placeholders and line item tables. All placeholders need to be wrapped in curly brackets. DocsAutomator will always continue using the style you’ve set for your overall document (including different page dimensions), texts as well as tables.

  1. Text placeholders
  2. Line Item tables

To start, here is an overview of how a finished template, in this example an invoice, might look like:

Feel free to copy this template here: Link

Feel free to copy this template here: Link

1. Text placeholders

Text placeholders are text fields of any length which get replaced with your actual values from Airtable. In your DocsAutomator recipe, these placeholders get loaded so you can map them to your data fields (explained in next chapter). A standard letter head with customer data might look like this:

Untitled

Please write placeholders in lower case and separate words with an _underscore. DocsAutomator will continue using the style you’ve set for your placeholders.

2. Line Item Tables