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:

  1. You have a Google Sheet with a list of data you want to merge (e.g., names, addresses, etc.).
  2. You have a Google Slides presentation with placeholders for the data you want to merge.
  3. You have the Autocrat add-on installed in your Google Sheet.

Step 1: Prepare your Google Sheet

  1. Open your Google Sheet and make sure it's organized with headers in the first row.
  2. Select the entire sheet by pressing Ctrl+A (or Cmd+A on a Mac).
  3. 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

  1. Open Google Slides and create a new presentation.
  2. 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

  1. Go back to your Google Sheet and select the entire sheet again.
  2. Click on the Autocrat icon in the top-right corner of the sheet.
  3. Click on "Create a new template" and select "Google Slides" as the output format.
  4. Choose the presentation you created in Step 2 as the template.
  5. Configure the Autocrat settings as needed (e.g., choose the data range, set the merge order, etc.).

Step 4: Run the mail merge

  1. Click on the "Run" button in Autocrat to start the mail merge process.
  2. Autocrat will populate the placeholders in your Google Slides presentation with the data from your Google Sheet.
  3. 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

  1. Once the mail merge is complete, review your presentation to ensure everything looks correct.
  2. If needed, make any necessary adjustments to the layout or formatting.
  3. 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.