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Step 8: Test with Multiple Records

Time to complete: ~2 minutes
What you'll do: Generate documents for multiple records to verify everything works
What you'll need: Multiple records in your data source

Now that your first document looks good, let's generate documents for multiple records and verify everything works at scale.

Generating for Multiple Records​

  1. Go back to your automation
  2. Click "Run" or "Generate"
  3. Select "All Records" (or choose multiple specific records)
  4. Click "Generate Documents"

Monitoring the Process​

When generating multiple documents:

  • Progress bar: Shows overall completion percentage
  • Record counter: Displays "Processing record X of Y"
  • Time estimate: Approximate time remaining
  • Status updates: Success or error for each record

Verifying Dynamic Data Replacement​

After generation, check a few different documents to ensure:

  • Each document is unique: Different data in each file
  • Placeholders are filled: All {{placeholders}} replaced correctly
  • Data matches source: Information matches your data source
  • Formatting is consistent: All documents look professional

Checking Output Locations​

Verify that documents are organized correctly:

  • Correct folders: Files are in the right Google Drive folders
  • Proper filenames: Each file has a unique, descriptive name
  • No duplicates: Each record generated exactly one document
  • Easy to find: Files are easy to locate and identify

Example: Resume Generation​

If you're generating resumes:

  1. Open the "Generated Resumes" folder
  2. You should see files like:
    • John_Smith_Resume.pdf
    • Sarah_Johnson_Resume.pdf
    • Mike_Davis_Resume.pdf
  3. Each file contains that candidate's specific information
  4. All files follow the same professional format

Reviewing Execution History​

Check the execution history to see:

  • Total documents generated: How many were created
  • Success rate: Percentage that completed successfully
  • Any errors: Records that failed and why
  • Processing time: How long it took

This helps you understand performance and catch any issues.

Scaling Up​

Once you've verified everything works:

  • Generate for all records: Process your entire dataset
  • Set up scheduled runs: Automate regular generation
  • Create more automations: Apply the same process to other document types

What's Next?​

Congratulations! You've successfully set up your first automation. Here's what you can do next:

Tips for Production Use​

  • Test regularly: Run test generations before important deadlines
  • Monitor execution history: Keep an eye on success rates
  • Backup your templates: Save copies of working templates
  • Document your setup: Note your configuration for future reference
  • Scale gradually: Start with small batches, then increase

Common Issues at Scale​

  • Slow generation: Large batches take time - be patient
  • Rate limits: Some data sources have limits - check your plan
  • Storage space: Make sure you have enough Google Drive storage
  • Errors: Some records might fail - check execution history for details

You're All Set!​

You now know how to:

  • ✅ Create automations in Gdocify
  • ✅ Connect data sources
  • ✅ Set up placeholders and mappings
  • ✅ Configure output settings
  • ✅ Set up triggers
  • ✅ Generate documents at scale

Ready to learn more? Explore the rest of our documentation to unlock advanced features and use cases!