Quick Start Guide
Welcome! This guide will walk you through creating your first automation using Gdocify. We'll use resume generation as our example, but the same principles apply to any type of document automation.
Time to complete: ~15 minutes
What you'll build: Your first automated document generation
Watch First (Optional but Recommended)
Before diving in, watch this complete walkthrough to see the entire process in action:
Watch this video to see the complete process from start to finish, then follow along with the step-by-step guide below.
The 3-Step Framework
Before we dive into the details, here's the big picture:
- Connect to Data Source - Link Gdocify to your data (Airtable, Google Sheets, or API)
- Place and Map Placeholders - Create a template and connect fields
- Configure Results & Execute - Set up output and trigger automation
What You'll Learn
By the end of this guide, you'll know how to:
- Create an automation in Gdocify
- Connect to a data source
- Add placeholders to your template
- Map placeholders to data fields
- Configure where documents are saved
- Set up triggers to run your automation
- Generate documents automatically
Prerequisites
Before starting, make sure you have:
- A Gdocify account (sign up at app.gdocify.com)
- A Google account (for accessing Google Docs and Drive)
- A data source ready (Airtable base, Google Sheet, or API endpoint)
- A Google Doc template (or we'll help you create one)
Step-by-Step Guide
Follow these steps in order. Each step builds on the previous one:
- Create Your First Automation (~2 minutes)
- Connect Your Data Source (~3 minutes)
- Add Placeholders to Your Template (~3 minutes)
- Map Placeholders to Data Fields (~2 minutes)
- Configure Result Settings (~2 minutes)
- Set Up Triggers (~2 minutes)
- Generate Your First Document (~1 minute)
- Test with Multiple Records (~2 minutes)
Let's Begin
Ready to create your first automation? Let's start with Step 1: Create Your First Automation.