Automate
Google Docs and organization with CodeWords
Overviews
How it works?
Create new documents or start from templates
Generate fresh Google Docs from scratch or use existing templates as your starting point. Pull in your branded templates with placeholders ready for dynamic content.
Find and retrieve existing documents
Search your Google Drive for specific documents by name, folder, or other criteria. Retrieve document content to use in other workflows or processes.
Insert and replace text dynamically
Add new content anywhere in your document or replace placeholder text with real data from your connected systems. Perfect for mail merges and personalized content.
Add images and visual elements
Insert logos, signatures, charts, and other images into your documents. Replace placeholder images with dynamic visuals based on your data.
Build structured content with tables
Insert formatted tables populated with data from spreadsheets, databases, or CRM records. Create invoices, pricing tables, and data summaries that update on the fly.
Control document formatting
Add page breaks to organize long documents into sections. Append content to the end of documents or insert text at specific locations to maintain proper structure.
Replace images and format documents
Go beyond text by automatically swapping images, inserting tables with live data, and adding page breaks. Create polished, professional documents that look great every time.
Find and update existing documents
Search for specific documents by name and update them automatically. Perfect for maintaining project documentation, adding to running logs, or updating shared resources.
Configure
Build with Gmail
Generate sales proposals from CRM deals
When a deal reaches a certain stage in your CRM, instantly create a customized proposal in Google Docs with client details, pricing, product descriptions, and terms. Replace placeholder text and images with deal-specific information, then share the finished document with your prospect without manual formatting.
Create meeting notes from calendar events
After a meeting ends on your calendar, generate a Google Doc with the meeting title, attendees, date, and agenda items pre-filled. Append action items and decisions as they're recorded in other tools, giving everyone a single source of truth for what was discussed.
Build certificates and documents at scale
Use spreadsheet data to generate personalized certificates, welcome packets, or onboarding documents for dozens or hundreds of people at once. Each document gets customized with individual names, dates, course details, or achievement information — no copy-paste required.
“You can’t do this anywhere else.”
Prompt, build,
accelerate.
Not at all. This integration includes a visual file picker that lets you browse and select your Google Docs templates and target documents. You'll map data fields using a simple point-and-click interface, no coding or technical knowledge required.
Yes. You can work with any Google Docs template already in your Drive. Just add placeholder text where you want dynamic content inserted, and the integration will replace those placeholders with real data from your connected systems.
You can insert or replace text, add images and logos, create formatted tables with data, and add page breaks for structure. This covers everything from simple text replacements to complex documents with multiple data sources and visual elements.
Absolutely. This is perfect for mail merge scenarios where you have a spreadsheet with many rows of data. The integration can loop through each row and generate a separate, personalized Google Doc for each person or record.
Documents are created and saved directly in your Google Drive. You can specify which folder they should go into, making it easy to keep different document types organized and accessible to the right team members.