How to transform CSV TO PDF automatically

Learn how to automatically transform CSV to PDF using the Sheetgo web-app.
Get Sheetgo ? https://app.sheetgo.com/?stm_source=youtube.com&stm_medium=in-text-cta&stm_campaign=csv-to-pdf

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? Overview

With Sheetgo you can transform your CSV into custom documents per row of data, generate these as a PDF, and send them directly to recipients in just a matter of minutes – all automatically and without sharing other private information. What’s more, by transforming your CSV to PDF, you can alter the format to suit your objectives, such as an invoice, contract, or report.

The Sheetgo web app allows you to create an automated workflow to handle the entire conversion process. It also offers additional benefits and features such as:

⊛ The automation of your entire process from start to finish
⊛ The elimination of human error as there’s no need to manually copy and paste your data
⊛ The possibility to save hours upon hours of time, not to mention manual effort
⊛ The protection of confidential information as you have complete control over which data you transfer and convert as PDF
⊛ Google Doc integration which enables you to create custom document templates to which you can transfer your dynamic data from your CSV file automatically
⊛ Gmail integration which allows you to automatically send your PDF to recipients found in your CSV file

What do you need to create an automation between Google Docs and PDF creation with Sheetgo?
1️⃣ CSV file
1️⃣ Google Docs template

How to use Sheetgo to generate PDFs using Google Docs?
? Automatically turn the CSV data into PDFs
? Use a Google Docs template to customize the PDFs
? (Optional) Share the PDFs via Gmail
⏰ Schedule automatic updates for up-to-date insights on your PDF generation

Why use Sheetgo workflows?
✅Automated workflow from start to finish
✅Easily customizable to suit your needs
✅Scalable to your own organization
✅Data remains private


?Have any questions? Feel free to comment below and we’ll reply as soon as possible!

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⏱Timestamps

Video breakdown
0:00 - 0:48: Introduction CSV to PDF
0:49 - 1:26: CSV sample data
1:27 - 2:03: Google Docs template
2:04 - 2:23: Sign up for Sheetgo
2:24 - 2:51: Create new workflow
2:52 - 3:19: Select single file as data source
3:20 - 4:12: Generate documents
4:13 - 4:24: Save assets as PDF
4:25 - 5:19: Share via Gmail
5:20 - 5:34: Workflow overview
5:35 - 5:48: Finish and save workflow
5:49 - 6:15: Check results (invoice PDFs)
6:16 - 6:34: Share workflow
6:35 - 6:48: Files in workflow
6:49 - 7:16: Schedule automatic updates
7:17 - 7:32: Links and tips

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? Additional resources

Want to find out even more about this system?
Click here to read our blog post ? https://blog.sheetgo.com/how-to-solve-with-sheetgo/csv-to-pdf/?utm_source=youtube.com&utm_medium=in-text-cta&utm_campaign=csv-to-pdf

Click here to read our PDF generator support article ? https://support.sheetgo.com/how-to-generate-document #GenPDF?utm_source=youtube.com&utm_medium=in-text-cta&utm_campaign=csv-to-pdf

Need additional support with your workflow?
Book a one-on-one consultation with our experts ? https://calendly.com/sheetgomeeting/sheetgo-solution-demo?utm_source=youtube.com&utm_medium=in-text-cta&utm_campaign=csv-to-pdf

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#Sheetgo #CSVToPDFConverter #CSV #GoogleDocs #Gmail