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Google Docs Make integrationAutomate Google Docs with Make.
What if your contracts, quotes and reports wrote themselves from a template? The Google Docs Make integration gives you 13 modules: 1 trigger, 11 actions and 1 search. This guide is for ops and sales teams who fill the same documents by hand, and it walks you from the connection to a working scenario.
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What can the Google Docs Make integration do for you?
The Google Docs Make integration links your Google account to Make, a visual tool where you chain apps without writing code. Inside Make, you build a scenario (the automation itself, a chain of modules) that can create documents, fill templates, edit text, add images or download files, all from data that comes from your other apps.
Documents that fill themselves. A deal is signed in your CRM, and Create a Document from a Template copies your contract model and swaps each tag for the client's name, address or amount. Nobody pastes anything, and every copy follows the same layout.
Files your other tools can use. Once a document is ready, Download a Document hands a file to the next module, which can attach it to an email or drop it into storage. Add Make All Links in a Document Clickable before that step when your text contains raw web addresses.
A folder that reports its changes. Watch Documents looks at one folder and passes along every document created or modified there, so Get Content of a Document can read the text and push it to a spreadsheet, a chat or a task tool.
Two limits are worth knowing. Watch Documents is scheduled, so it catches changes at the pace of the scenario, not the second they happen. And anything Make receives from Google APIs follows the Google API Services User Data Policy. If you work in n8n too, the Google Docs n8n integration covers the same app, and n8n vs Make lays the two tools side by side. To see what each plan includes, read Make pricing.
How do you connect Google Docs to Make?
- 01
Add a Google Docs module
You need a Google account, nothing more. In your Make scenario, add any Google Docs module and click Create a connection. A connection is your Google account linked to Make once; every Google Docs module reuses it afterward.
- 02
Name the connection
The Connection name field is optional, but a clear label (the account owner, or work versus personal) saves you from guessing later when several Google accounts sit in the same Make organization.
- 03
Sign in and grant access
Click Sign in with Google, pick the account, and accept every permission Google asks for, then confirm. Once that is done, Make can list your folders and files.
Build your first scenario: a filled contract, ready to send
GoalWhen a new client record arrives from another app, Make fills your Google Docs template and downloads the finished document.
- 01
Create the scenario
From the Scenarios page, create a new scenario and click the +. Pick the module of the app that holds your client data, such as a form or a CRM, and connect it.
- 02
Add the template module
Click the + to the right of that first module, search for Google Docs and choose Create a Document from a Template. Create your connection if it does not exist yet.
- 03
Map the client data
Select your template document, then give each tag a value mapped from the first module, like the client name or the signed amount. Make lists the data it received.
- 04
Download the new document
Add Download a Document after the template module and point it at the document just created. The file it outputs can then feed an email or storage module further down the chain.
- 05
Test with Run once
Click Run once and let a real record come through. Open the bundles, meaning the items each module received and passed on, to check that every tag was replaced.
- 06
Schedule and switch it on
Click the clock on the first module to set the schedule, every 15 minutes by default, then turn the scenario on. From now on, each new record produces its own document.
What starts a Google Docs scenario
1 module starts a scenario when something happens in Google Docs. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by Google Docs as soon as it happens.
Watch Documents
Scheduled triggerIn Make“Triggers when a new document is created or modified in a specific folder.”
Watch Documents keeps an eye on one folder and starts your scenario with every document that is new or has been edited there. Each document arrives as its own bundle, ready for the next module.
Every Google Docs module, and when to pick it
Google Docs gives you 12 modules in 2 groups. For each one: what it does for you, when to reach for it, and what to watch out for.
Modules index
Document
10 modulesList Documents
SearchIn Make“Retrieves a list of documents.”
This search returns the documents Make finds, one bundle per document, so you can loop over a whole set in a single run.
Get Content of a Document
ActionIn Make“Gets a content of a document.”
Reads a document and hands its content to the rest of the scenario, so text written in Google Docs can travel to a sheet, a CRM note or a chat message.
Create a Document
ActionIn Make“Creates a new Google document by adding the content of HTML format.”
Produces a brand new Google document from content you supply in HTML format, so headings, bold text and paragraphs can be described with tags.
Create a Document from a Template
ActionIn Make“Creates a copy of an existing template document and replaces any tags e.g. {{!notfound:name}}, {{!notfound:email}}. This module also allows users to replace images by new images with URLs.”
Copies a template you prepared and replaces its tags with real values, and it can also swap template images for new ones taken from a URL. The original stays untouched.
Insert a Paragraph to a Document
ActionIn Make“Inserts or appends a new paragraph to an existing document.”
Adds a new paragraph to a document that already exists, so one file can grow over time instead of multiplying into dozens of small ones.
Insert an Image to a Document
ActionIn Make“Inserts a new image with URL to a document. The original size of the image is entered or the image is resized as required by the user. The original image ratio is maintained.”
Places an image taken from a URL into a document. You keep its original size or set a new one, and the proportions stay intact either way, so logos and photos never look stretched.
Replace an Image with a New Image
ActionIn Make“Replaces an existing image with a new image with URL in the document. In order to fill the original image's bounds, the new image may be scaled or cropped.”
Swaps an image already in the document for another one from a URL, which keeps your layout and replaces only the picture.
Replace a Text in a Document
ActionIn Make“Replaces an old text by a new text in a document.”
Finds an old piece of text in a document and puts new text in its place, handy when the file already exists and you do not want a fresh copy.
Download a Document
ActionIn Make“Downloads a document to a required format.”
Turns a Google document into a downloadable file in the format you choose, so apps that cannot open Google Docs still receive something usable.
Delete a Document
ActionIn Make“Deletes a document.”
Deletes the document you point it to, which keeps working folders tidy once a file has done its job and nobody needs it anymore.
Other
2 modulesMake an API Call
ActionIn Make“Performs an arbitrary authorized API call.”
Calls any endpoint of the Google Docs API with the connection you already set up, which covers whatever the ready-made modules leave out.
Make All Links in a Document Clickable
ActionIn Make“Makes all links in a document clickable.”
Scans a document and turns every web address written as plain text into a real link, so readers can click instead of copying.
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