Autocrat mail merge using google slides
A great combination!
Autocrat is a popular add-on for Google Sheets that allows you to automate repetitive tasks, including mail merges. And Google Slides is a powerful presentation tool that can be used to create professional-looking documents. Here's a step-by-step guide on how to use Autocrat to perform a mail merge using Google Slides:
Prerequisites:
- You have a Google Sheet with a list of data you want to merge (e.g., names, addresses, etc.).
- You have a Google Slides presentation with placeholders for the data you want to merge.
- You have the Autocrat add-on installed in your Google Sheet.
Step 1: Prepare your Google Sheet
- Open your Google Sheet and make sure it's organized with headers in the first row.
- Select the entire sheet by pressing
Ctrl+A
(orCmd+A
on a Mac). - Go to the "Data" menu and select "Split data into rows" to split the data into individual rows.
Step 2: Create a new Google Slides presentation
- Open Google Slides and create a new presentation.
- Design your presentation with placeholders for the data you want to merge. You can use text boxes, tables, or other elements to create a layout that suits your needs.
Step 3: Set up Autocrat
- Go back to your Google Sheet and select the entire sheet again.
- Click on the Autocrat icon in the top-right corner of the sheet.
- Click on "Create a new template" and select "Google Slides" as the output format.
- Choose the presentation you created in Step 2 as the template.
- Configure the Autocrat settings as needed (e.g., choose the data range, set the merge order, etc.).
Step 4: Run the mail merge
- Click on the "Run" button in Autocrat to start the mail merge process.
- Autocrat will populate the placeholders in your Google Slides presentation with the data from your Google Sheet.
- Wait for the process to complete. Depending on the size of your data set, this may take a few seconds or several minutes.
Step 5: Review and export
- Once the mail merge is complete, review your presentation to ensure everything looks correct.
- If needed, make any necessary adjustments to the layout or formatting.
- Export your presentation as a PDF or other format as needed.
That's it! With Autocrat and Google Slides, you can easily perform mail merges and automate the process of creating customized documents.