Sheetgo lets you turn BigQuery data into automatically created reports, summaries, and documents. This article will guide you through the steps to generate documents using BigQuery data.
Remember: An important step to generate documents with Sheetgo is building a template document with smart tags. Learn how to Create a Google Docs template.
First, create a new Blank workflow or add a New automation to an existing workflow. Under Select source, select the BigQuery.
Next, specify the Project, Dataset and Table Sheetgo will pull data from.
This example uses data from the BigQuery table sales_representative seen in the screenshot below.
Add a query in the query editor to bring information from the table, our Sheetgo automation will generate the file(s) needed for each representative.
From this source, Sheetgo can copy specific data to replace the smart tags on the template document as it generates a note for each sales representative who closed a deal. The Google Docs template can be designed as illustrated in the picture below. Sheetgo will replace the smart tags with the corresponding data in the column where the sales rep closed the sale.
The next step is to generate Google Docs and, optionally, turn them into PDFs. Under Select a destination, select Documents.
Next, set up the new documents. Start by selecting the Template built with the smart tags to be replaced with actual data. Customize the name for new files generated with this automation and determine where they will be saved.
Press Finish and save then run the automation.
Just like that, Sheetgo has generated various files based on the Google Docs template introducing data it got from the BigQuery table.
To generate a PDF or an send an email, select the next available step after Generate Documents in the automation setup.
Generating a document with BigQuery using Sheetgo allows you to automate the creation of professional documents. Following these steps, you can integrate BigQuery data into Google Docs, ensuring your reports and documents are always accurate and updated.
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