Automate PDF and Email Merge for Google Workspace

DocuMail Pro is a Google Workspace add-on that connects Google Sheets with Google Docs, Google Drive, and Gmail. It reads spreadsheet data to automate PDF and email merge to generate custom PDF documents and send personalized emails.

DocuMail Pro

Automate PDF and email merge Directly inside Google Sheets

Manual data entry, copy-pasting into templates, and sending repetitive emails one by one wastes valuable time and introduces human error into your workflows. DocuMail Pro turns your spreadsheets into an automated Google Sheets to PDF generator and communication engine, allowing you to generate customized PDFs, Google Docs, and personalized emails automatically. Whether you need to automate invoice and certificate generation, send offer letters, or run bulk dispatch loops, DocuMail Pro handles your Google Workspace automation so you can focus on high-impact work. Easily automate PDF and email merge without writing a single line of code.

All-in-One Google Sheets Mail Merge & PDF Generator

Automated Document Generation: Functions as a dedicated Google Sheets to PDF generator that transforms spreadsheet rows into custom Google Docs or PDF files (invoices, certificates, contracts, and personalized reports) and saves them straight to your designated Google Drive folders.
Smart Mail Merge & Email Dispatch: Seamlessly execute a Google Sheets mail merge directly through Gmail, inserting spreadsheet fields into personalized subject lines, rich-text HTML email bodies, and recipient fields.
Mail Merge with PDF Attachments: Perform a complete mail merge with PDF attachments by automatically attaching generated PDF documents or existing Google Drive files to every outbound email dispatch.
Conditional Logic & Filtering: Apply granular filters to data rows so documents and emails are created only when specific criteria are met, ensuring precision across all automated invoice and certificate generation workflows.
Automated Background Scheduling: Set up recurring triggers to execute your Google Sheets mail merge automatically in the background on your schedule—from every 5 minutes to once daily.
Seamless Workspace Integration: Powers your complete Google Workspace automation natively inside a clean Google Sheets sidebar menu—no external software, third-party subscriptions, or complex coding required.

Data Usage & Transparency Statement

How DocuMail Pro Uses Your Data

DocuMail Pro requests access to your Google Workspace data (Google Sheets, Google Docs, Google Drive, and Gmail) solely to deliver automated document creation and mail merge features requested by you.

Google Sheets & Google Docs: We access spreadsheet and document templates only to read specified header columns, fill dynamic tags, and format output documents.
Google Drive: We access Google Drive strictly to store generated PDFs and Docs in your designated target folders and to attach selected files to outgoing emails.
Gmail: We access Gmail permissions exclusively to compose and dispatch personalized outbound emails on your behalf as configured in your merge settings.
Data Privacy Guarantee: DocuMail Pro does not store, transfer, analyze, or sell your personal data or email contents to any external servers. All processing happens securely within your Google Workspace environment.

Google Limited Use Disclosure

“DocuMail Pro’s use and transfer to any other app of information received from Google APIs will adhere to the Google API Services User Data Policy, including the Limited Use requirements.”

Support & Data Retention Management

Data Ownership & Storage

DocuMail Pro stores no user data on external servers. All recipient data, template content, and generated files live entirely inside your own Google Workspace, within your Google Sheet and your designated destination folders in Google Drive.

How to Manage or Delete Your Data

Because all data remains strictly in your account, you have complete control over managing and removing it at any time:

Merge & Email Status Logs: Clear or delete the DocuMail Pro status columns in your active Google Sheet (e.g., “Merged Doc Status”, “Merged Doc ID”, “Merged Doc URL”, or any “Sent Mail Status – [Template Name]” columns).
Saved Template Configurations: Click the delete option on any saved template card directly inside the DocuMail Pro sidebar interface.
Generated Documents & PDFs: Simply delete any generated output files or destination folders directly from your Google Drive.
Scheduled Automated Runs: Deleting a scheduled template inside the add-on automatically unlinks its background trigger. You can also manually review or delete active triggers at any time by opening your spreadsheet and navigating to Extensions > Apps Script > Triggers.
Uninstalling & Revoking Access: To remove the add-on entirely, open Google Sheets or Google Docs, click Extensions > Add-ons > Manage add-ons, and select Uninstall. You can also revoke OAuth authorization at any time via your Google Account Security Settings.

Need Support?

Found a bug, need technical assistance, or have a question?

Have a specific inquiry? Reach out to our team directly through our Contact Us Form.

Report an issue or submit feedback on our GitHub Issues Page.

See DocuMail Pro in Action

Watch this complete step-by-step tutorial to discover how easily you can automate PDF and email merge, thus achieving document and email dispatch lifecycle right from Google Sheets. You will see how to link spreadsheet headers to dynamic placeholders in Google Docs or Slides, automatically generate customized PDFs saved directly to designated Google Drive folders, and trigger personalized Gmail dispatches with attached files, all without writing a single line of code or relying on complex third-party tools

How to Send Personalized Emails with Attachments in 6 Steps

Getting started with DocuMail Pro takes just a few minutes with zero coding required. Follow this step-by-step walkthrough to link your Google Sheets headers to custom templates, automate PDF and email merge, and configure seamless Gmail merges directly inside Google Workspace.

Install & Initiate Template Structure

Open Google Chrome, go to the Chrome Web Store (or Google Workspace Marketplace), search for DocuMail PRO, and click Install.
Open any new or existing Google Sheet. Go to the menu bar, locate DocuMail PRO, and click Initiate Template Structure.
Grant the required Google Workspace permissions (DocuMail PRO runs natively and does not store your sheet data on third-party servers).
Note: Mandatory engine columns will automatically be appended after your last data column to handle status tracking and prevent duplicate sends.

Create Dynamic Template in Google Docs/Slides

From the DocuMail PRO sidebar in Google Sheets, click Create Dynamic Doc from Sheet to launch the Template Editor.
Simple Variable Insertion: Position your cursor where you want data to appear in your document, select your variable (e.g., Client Name, Invoice Date) from the sidebar, and click Insert Variable.
Conditional Variables (Optional): Show or hide specific paragraphs or table rows dynamically:
- Select whether the rule applies to a Paragraph or Table Row.
- Pick a condition rule (e.g., Matches Exactly, Is Not Empty, Greater Than).
- Define the comparison value and specify what should appear (Variable, Custom Text, or Blank).

Configure Workflow Type & Tag Mapping

Return to your Google Sheet and select your workflow type under Smart Template Engine:
- PDFs Only: Ideal for batch SOPs or certificates.
- Email Only: Ideal for simple text-based payment reminders.
- PDF & Email: Full automation pipeline for documents + attachments.
Pick your master document template from Google Drive using Select Template Document.
Under Smart Tag Mapping, verify that template tags ({{Tag}}) match your spreadsheet headers. Match any mismatched headers manually using the dropdowns until all tag backgrounds highlight light green.

Set Dynamic File Naming & Drive Destination

Build dynamic PDF file names using tags for easy sorting and future audits.

Pro-Tip: Use the structure INV-{Invoice No}-{Client Name}.
Select your target Google Drive Destination Folder where generated files will be saved.

Configure Gmail Merge & Subject Line

Define recipient fields (To, CC, BCC, or Reply-To).
Add dynamic tags to your Email Subject Line (e.g., Urgent Payment Reminder: {Invoice Number} - {Company}).
Compose your personalized HTML email body in the editor using dynamic variable tags (e.g., Dear {Client Name}).

Set Filters, Triggers & Run

Validation Rules: Set conditions for when a row should process (e.g., Column Status equals YES or Not Empty).
Execution Mode: Choose Manual Run or set up Automated Time Triggers to process new rows automatically in the background.
Click Preview to verify tag replacements and layout. Once satisfied, hit Run Button or let the automated background engine handle the loop!
And your process to automate PDF and email merge is now set.

Ready to Automate PDF and Email Merge?

Download DocuMail Pro today to streamline your Google Workspace workflows,
save time, and build simple, automated document systems for your business.

Install DocuMail Pro

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Google Workspace Automation FAQs

How does tag placeholder mapping work?

Simply insert placeholders like {{First Name}} or {{Invoice Number}} into your Google Doc or Slide template. DocuMail PRO automatically detects these tags and matches them to your Google Sheet column headers.

Where are generated PDFs and documents saved?

All generated files are automatically saved directly into your specified Google Drive folders so you maintain full control over your document organization.

What are the Gmail sending limits?

Dispatches strictly follow standard Google Workspace Gmail limits (typically 500 emails/day for standard @gmail.com accounts and up to 2,000/day for paid Workspace accounts).

Do I need any coding knowledge to use DocuMail Pro?

No coding required. The entire workflow to automate PDF and email merge, from tag mapping to file generation and automated email dispatches, is managed through an easy-to-use visual sidebar inside Google Sheets.