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Step 7: Generate Your First Document

Time to complete: ~1 minute
What you'll do: Run your automation and generate your first document
What you'll need: All previous steps completed

This is the moment of truth - let's generate your first document and see Gdocify in action!

UI Navigation

Where to find it: Click the "Run" or "Generate" button, typically in the bottom-left area of the editor or in the automation dashboard.

Running Your Automation​

  1. Go to your automation in Gdocify
  2. Click the "Run" or "Generate" button
  3. Choose which records to process:
    • All records: Generate documents for every record in your data source
    • Specific records: Select individual records to process
  4. Click "Generate Documents"

Watching the Generation Process​

Once you click generate, you'll see:

  • Progress indicator: Shows how many documents are being generated
  • Status updates: Real-time feedback on the process
  • Success/error messages: Confirmation when each document is created

The process typically takes a few seconds per document, depending on:

  • Document complexity
  • Number of placeholders
  • Image processing (if using image placeholders)

Viewing the Generated Document​

After generation completes:

  1. Check the status: You'll see a success message
  2. Open Google Drive: Navigate to the folder you configured
  3. Find your document: Look for the filename you specified
  4. Open and verify: Check that all placeholders were filled correctly

Understanding What Happened​

Here's what Gdocify did:

  1. Read your data: Retrieved the record(s) from your data source
  2. Opened your template: Loaded the Google Doc template
  3. Replaced placeholders: Filled in each {{placeholder}} with actual data
  4. Applied formatting: Maintained your template's styling
  5. Generated output: Created the Google Doc and/or PDF
  6. Saved to Drive: Placed files in your specified folder

Verifying the Results​

Check that:

  • ✅ All placeholders were replaced with data
  • ✅ Formatting looks correct
  • ✅ Document is saved in the right location
  • ✅ Filename matches your template
  • ✅ Content is accurate

What Happens Next?​

If everything looks good, you're ready to scale up! Continue to Step 8: Test with Multiple Records to generate documents for all your data.

Troubleshooting​

If something didn't work:

  • Missing data: Check that your placeholders are mapped correctly
  • Wrong location: Verify your result settings
  • Formatting issues: Review your template
  • Errors: Check the execution history for details

See our Troubleshooting Guide for more help.

Tips​

  • Review carefully: Check the first document thoroughly before generating many
  • Make adjustments: If something's not right, fix it now before scaling
  • Celebrate: You just automated document generation! 🎉