Plenty of documents start life as a row: a proposal, an offer letter, a certificate or a client report. FlowMattic reads Google Sheets from your WordPress site and fills Google Docs templates, appends text to running documents and keeps prices or terms current, so the sheet stays the source and the documents follow.
6 triggers 35 actions 6 example workflows 1 ready-made template Unlimited runs
When this happens in Google Sheets6 triggers
Do this in Google Docs16 actions
1. TriggerNew Spreadsheet Row2. ActionCreate Document From TemplateWhen Google Sheets fires New Spreadsheet Row, FlowMattic runs Create Document From Template in Google Docs with the data from that event.
You build this in the FlowMattic workflow builder on your own site. See the setup steps
Each one uses only triggers and actions the two integrations ship today, plus FlowMattic's own tools. Where the library has a ready-made template, import it instead of building from scratch.
Ready-made templateEach row fills the placeholders in your Google Docs template, producing a named document per client, student or order without copying and pasting.
New Spreadsheet RowCreate Document From Template
View the template Sales fills in the row over a few days and sets Status to Ready. A Filter waits for that value, the proposal is created and its link is written into the row.
Update Specific Column ValueFilterCreate Document From TemplateUpdate Cell Data
Meeting decisions or changelog entries added to a sheet are appended as a dated paragraph to one shared document, which is easier to read than a long spreadsheet.
New Spreadsheet RowDate/Time FormatterAppend Text to Document
Find or Create Document opens the doc named after the client, creating it the first time, and the new row's notes are added at the end.
New Spreadsheet RowFind or Create DocumentAppend Text to Document
Each Friday a Schedule reads the week's rows, an AI Agent step writes a short summary of what changed, and a new Google Doc holds the report for managers.
ScheduleGet Row DataAI AgentCreate Document
When the price column changes, Find and Replace Text swaps the old figure for the new one in your rate card or terms document, so the two never disagree.
Update Specific Column ValueFind a DocumentFind and Replace Text
By the end, adding a row to your sheet creates a Google Doc from your template with that row's values filled in.
Write the document in Google Docs and put placeholders where row values go, named after your column headers so mapping is easy.
Add Google Sheets and Google Docs connections under Connects in FlowMattic.
Start with Google Sheets New Spreadsheet Row, pick the spreadsheet and tab, and add a test row.
Add Google Docs Create Document From Template, choose the template, name the new document and map each placeholder to a column.
Test the step, open the new document to check every placeholder was replaced, then switch the workflow on.
1. Trigger in Google Sheets
New Spreadsheet Row
2. Action in Google Docs
Create Document From Template
Fields mapped from the earlier steps (a typical setup)
| From Google Sheets | To Google Docs |
|---|---|
| Client name | Client name placeholder |
| Project | Project placeholder |
| Amount | Amount placeholder |
| Start date | Start date placeholder |
A trigger starts a workflow. An action is something FlowMattic does in the app as a step.
Google Sheets and Google Docs connect through FlowMattic on your own site, with no separate automation account in the middle and no charge per run.
Data is edited in one place, and documents are created or updated from it, which removes the copy step where mistakes creep in.
Runs are unlimited, so generating hundreds of certificates or letters at term end costs no more than one.
Workflows run on your own server, so client details move between your Google files without passing through another automation service.
Add both Google accounts under Connects in FlowMattic, start a workflow with a Google Sheets trigger such as New Spreadsheet Row, and add a Google Docs action like Create Document From Template or Append Text to Document.
Yes. After the document is created, Format Text can make chosen text bold, italic or coloured, and Update Document Properties can change margins or page settings.
Yes. Read the rows with Get Row Data and use Insert Table in Google Docs, or loop over the rows with Iterator and append each as a line.
Yes. If a column holds an image URL, Insert Image can place it in the document, and Replace Image can swap a placeholder image in a template.
New Spreadsheet Row reacts to rows added after the workflow is on. For older rows, run a one-off workflow that reads them with Get Row Data and loops with Iterator.
Did not find your answer? You can browse the help center or ask us directly.
Google Sheets and Slack149 shared templates
Google Sheets and AI Agents26 shared templates
Google Sheets and Fluent Forms23 shared templates
Google Sheets and WooCommerce20 shared templates
Google Sheets and FluentCRM19 shared templates
Google Sheets and WPForms12 shared templates
Google Sheets and ActiveCampaign11 shared templates
Google Sheets and Gmail11 shared templatesInstall FlowMattic, connect both accounts and import a template. Every run stays on your own server.
30-day money-back guarantee Unlimited workflows and runs Self-hosted
Reviewed 27 Oct 2026. The example workflows are written with AI from the real triggers and actions of both integrations and checked against them. Google Sheets integration 2.2.4, Google Docs integration 1.0.0.
