🤖 Generate, save and share documents automatically without writing a single line of code. Portant can data-merge from Google Sheets or from Google Forms answers into Docs and Slides.
💫 Transform the complexity and monotony of a repetitive document into a well-oiled workflow, so you can free up time to work smarter, not harder.
Here’s everything Portant Data Merge does...
📁 Creates multiple documents from a Google Sheet (data merge).
🤖 Automatically creates new documents when a Google Sheet is updated or when a response is submitted via a Google Form
📄 Combines multiple rows from sheets into one document
✉️ Custom email messages (Mail Merge), email notifications and document sharing from your email address (via Gmail)
🧾 Automatically save documents and presentations as PDFs (Pro feature)
✅ The Data Mapping System directly places the information into the exact location you have specified, so you can take back control of what others do with your document format.
⏱️ Save time. Delete copy and paste from your workday, and place your repetitive documents on auto-pilot.
📍 Centralise and consolidate your workflows in Google Workspace and reduce the number of external tools you rely on (and pay for)
And that's not all…
🚀 We have big plans for Portant and a feature backlog that will enable you to create beautiful documents and presentations with less effort.
💡 So if there is a feature that you would like to see, please let us know: firstname.lastname@example.org
How to start using Portant:
1️⃣ Install the add-on
2️⃣ Open the add-on by selecting: Add-on > Portant Data Merge > Start
3️⃣ Select and connect a Google Sheet or Google Form
4️⃣ Insert simple tags to indicate where you want each answer to be placed in the final document.
5️⃣ Click START and automatically create documents and save them in a folder on your google drive.
6️⃣ Optional | Share documents with email addresses.
7️⃣ Optional | Set Portant to automatically create documents whenever there is a change to the sheet or new answer to the form.
There are many use cases...
📊 Project teams: Generate project status reports, end of week summaries, executive reports, team check-ins, end of month showcases.
🧾 Sales teams: Create pitch decks, sales letters, quotes, invoices or contracts
👥 HR teams: Produce onboarding documents, salary updates, official employee letters
📦 Operation teams: Automate packing lists, carton labels, commercial invoices
🏅 Education and teachers: Make certificates, awards, progress reports, evaluations.
🎁 And many, many more!
Portant is a great solution if you are overloaded from copy and pasting information into documents. Or if you’re looking for an alternative to simplify and centralise workflows built on top of Zapier, Workato or Integromat. You can even create multiple docs from the same Form or Sheet.
Portant is a document merge and workflow add-on available in the Google Workspace Marketplace. A simpler alternative to Add-ons such as Doc Variables, Ultradox, Autocrat, PerformFlow, Publigo, Document Studio and Form Publisher.
Free to use all features
$7/month to remove Portant branding from emails and copy and export as pdf