sbalchunas SB

Auto filling a client report in Google Docs from a Sheets tab

Monthly SEO numbers live in a sheet. Right now I copy them into a Docs template by hand for eight clients. Has anyone automated this with Make or Apps Script, and does it cope with tables or only text placeholders?
google sheets docs
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nina.aldridge Oct 30, 2026
sbalchunas
If the client wants a PDF in their inbox, the same script can save the filled copy as a PDF and email it. Put it on a monthly time trigger and it runs without you. Keep a 'last sent' column so a rerun doesn't email them twice.
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clevlensain_ads Oct 09, 2026
sbalchunas
Build one template doc with placeholders like {{clicks}} and {{month}}, then an Apps Script that copies the template, opens the copy and runs replaceText for each placeholder with the value from the sheet. It's maybe 20 lines and there are plenty of examples of the pattern around. If you don't want to touch code, the Autocrat add-on does exactly this merge from a sheet row into a doc template. The thing that trips people up is charts. Text swaps easily, charts don't. Either insert the chart from Sheets as a linked chart in the template and refresh it, or keep the charts in a Looker Studio report and link that from the doc.
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