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Glossary

Common terms and concepts used throughout Gdocify documentation.

A​

Automation​

A configured workflow in Gdocify that generates documents from a data source. Each automation includes a template, data source connection, mappings, and output settings.

C​

Condition​

An "if-then" rule that controls when placeholders or sections appear in generated documents. Conditions evaluate data values and show/hide content accordingly.

D​

Data Source​

The origin of your data - could be Airtable, Google Sheets, or an API endpoint. Gdocify reads data from your data source to fill placeholders.

F​

Field​

A column or property in your data source that contains specific information (e.g., "Name", "Email", "Amount").

K​

Key Field​

A unique identifier field in your data source. Gdocify uses this to track which records have been processed and to generate unique filenames.

M​

Mapping​

The process of connecting placeholders in your template to fields in your data source. For example, mapping {{customerName}} to the "Name" field in Airtable.

P​

Placeholder​

A special marker in your Google Doc template that gets replaced with actual data. Syntax: {{placeholderName}}. Example: {{firstName}} becomes "John" when the document is generated.

R​

Record​

A single row or entry in your data source. Each record represents one item (person, order, invoice, etc.) that will generate one document.

S​

Section​

A conditional content block marked with [[SectionName]] and [[/SectionName]]. Sections can be shown or hidden based on conditions.

T​

Template​

A Google Doc that serves as the base for all generated documents. It contains placeholders and sections that get filled with data.

Trigger​

The method used to start document generation. Can be manual (clicking a button), scheduled, webhook-based, or API-triggered.

V​

View (Airtable)​

A filtered or sorted subset of records in an Airtable table. You can select a specific view when configuring your Airtable data source.