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Documents, PDF & OCR

Bulk Generate Employee Agreement PDFs and Email Them

When you run it, this reads employees from Google Sheets, creates PDF agreements with Craft My PDF, saves them to Google Drive and emails them with Gmail.

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What it does

## Auto-Generate Business Documents in PDF This workflow allows you to generate contracts in bulk (job proposals, general documents, pay slips, invoices, contracts, etc.) in PDF format, starting from a Google Sheet containing the data to be inserted. After creating a PDF template (using CraftMyPDF), this workflow manages the entire process, from filling out the PDF files, to sending emails with attachments, to archiving them on Google Drive (or an equivalent system), in a fully automated way.

The steps

  1. When clicking ‘Execute workflow’
  2. Loop Over Items
  3. Get employees
  4. Create agreement
  5. Get agreement
  6. Upload agreement
  7. Update row
  8. Success?
  9. Merge
  10. Send email with PDF

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