Create Google Docs from a template for new Gravity Forms entries

Each Gravity Forms entry copies your Google Docs template and fills in placeholders such as [client_name] and [project] with the answers, then emails your team the link to the new document. Handy for proposals, briefs and intake summaries. After import, choose your template document, put the same bracketed placeholders in it and remap the form fields.

Gravity Forms

Google Docs

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3 steps Setup ~5 min Used on 1.5k sites Productivity Free to import

The Create Google Docs from a template for new Gravity Forms entries workflow on the FlowMattic canvas, with 3 steps across Gravity Forms, Google Docs, Email — The workflow as it appears in the builder after import. Each step opens for editing.

How this workflow runs

What happens at each step once the workflow is on, and what you need before you import it.

Step 1Trigger
Gravity Forms New Form Submission
The workflow starts whenever a "New Form Submission" event happens in Gravity Forms, capturing its data for the steps below.
Step 2Action
Google Docs Create Document From Template
Google Docs — create a new document from a template and replace placeholder variables. Data is mapped from earlier steps; connect your Google Docs account on import.
Step 3Action
Email Send Email
Email — send an email using built-in WP mail function or custom SMTP. Data is mapped from earlier steps; connect your Email account on import.

What you need

FlowMatticCore
Gravity Forms PluginPlugin
Google Docs AccountAccount

After importing, map your own data. To keep the template universal, not every step is pre-filled. Open each step in the builder and connect your accounts and fields (channels, lists, sheets, recipients) before you switch the workflow on.