Using Autocrat- Google Sheets Add-on
This training video walks you through the Autocrat Add-on for Google Sheets—from setting up folders and templates to running your first Autocrat merge job. Learn how to connect Google Forms, format tags, configure output settings, and send custom emails with merged documents. Everything you need to get started with Autocrat is covered step-by-step in this session.
0:00 – Intro to Autocrat
0:16 – Set up folders for templates and output
1:14 – Create templates with alligator bracket tags
2:44 – Tag tips: naming and matching data
3:12 – Template examples in Docs, Slides, Sheets
3:58 – Build a Google Form for data collection
4:44 – Clean headers and use descriptions
5:32 – View responses in Google Sheets
6:00 – Launch Autocrat and start a new job
6:31 – Link your template and map tags
7:54 – Set file names and output format
9:02 – Choose folders and merge conditions
10:14 – Set up email delivery options
11:43 – Add triggers: form, time, or manual
12:15 – Run Autocrat and check results
13:30 – Find merged files and email output
#GoogleSheets #Autocrat #GoogleAddOns #MergeDocs #GoogleForms