How to Generate Google Documents and Send Them as Gmail Attachments

Level: Intermediate user. You should be familiar either with the AnyMerge Mail add-on or the AnyMerge Docs add-on and you should know the basic concepts like what is a template, a mapping and an output configuration.

Time: 25 minutes

The video tutorial will explain to you how you can use both AnyMerge add-ons together. First, we will configure the AnyMerge Docs add-on to generate invoices and, most importantly, insert links to generated invoices into a column. Then we configure the AnyMerge Mail add-on, so it takes the generated invoices from the column and ads them as attachments.

Take mail merge and document merge to the next level with AnyMerge add-ons.