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How to send personalized documents with Sheetgo
How to send personalized documents with Sheetgo

Learn how to use a template document to send with your emails

Eugenia Langen avatar
Written by Eugenia Langen
Updated over a week ago


Aside from a personalized email, you can also use Sheetgo with a template to send a personalized document. Follow the same steps to create a New workflow. Click Connect files, select the source file and the tab.

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Select Generate Google Docs based on a template.

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In this example, we will use a customizable template to send invoices to a list of clients.

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This is the same template used in the automated invoice generator workflow, but you can personalize and send any other document you have.


Select the file you will use as a template and name the document you want to send. You can add smart tags to personalize the document name.

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You can create a new folder or save these new files in an existing folder. After choosing the folder, click Add new step.

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Click Send files as email attachments.

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Choose the sending method and add the email addresses.

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Edit the subject line and the email content. You can use smart tags to personalize your email.

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Click Done editing and then Finish and save. Run the connection or the entire workflow to send the documents.


If you're looking for a custom workflow to automate your email, our team can help you make the most of Sheetgo and build a tailor-made solution.

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