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DocsAutomator allows you to preserve Google Docs after generation for continued editing, complementing PDF exports. Generated Google Docs become editable files stored in your Google Drive, enabling post-generation modifications.

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Configuration

You can optionally set a “Google Doc Destination Folder” to specify where documents are stored in Google Drive.

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Sharing & Visibility Settings

Generated Google Docs inherit sharing permissions from their parent folder. For example, if a folder has view-only public sharing enabled, the saved Google Doc will have the same access restrictions.

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Airtable Integration

When enabling “Save Google Doc?” with Airtable as your data source, an additional field appears in the Airtable mapping section. This allows you to select a field where the Google Doc link will be stored automatically.

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API Integration

Using DocsAutomator’s API, the response includes a googleDocUrl key containing the link to the generated Google Doc. 
{
  "pdfUrl": "https://...",
  "googleDocUrl": "https://docs.google.com/document/d/..."
}

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Dynamic Subfolder Creation

DocsAutomator supports automatic nested folder generation using static text and dynamic placeholders for organized storage.

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Static Text Examples

Reports
Invoices
2024/Q1
Contracts/Signed

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Placeholder Examples

{{client_name}}                           # Creates folder by client
{{date}}_Documents                        # Date-based naming
{{year}}/{{month}}                        # Nested date structure
Clients/{{client_name}}/{{year}}          # Multi-level organization
{{department}}/{{project_name}}           # Department structure

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Placeholder Entry Methods

  • Quick Method: Type / to browse available placeholders
  • Manual Method: Enter placeholders using {{placeholder_name}} format

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Folder Hierarchy Behavior

  • Forward slashes (/) create nested structures
  • Non-existent folders are created automatically
  • Existing folders are reused (no duplicates)
  • Multiple nesting levels are supported

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Limitations

  • Line Item Placeholders: Line item fields (multiple data rows) cannot be used in subfolder names—only single-value fields are supported.
  • Empty Placeholder Values: When placeholders lack values, they’re removed from the path, and documents save to the closest valid parent folder or main destination.