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Automating certificate generation and email

This document provides a step-by-step guide for automating certificate generation and email sending using Google Sheets, Google Slides, and the Autocrat add-on. It covers preparing a Google Slides template, setting up a Google Sheets data source, installing and configuring Autocrat, and running the merge job to generate and send certificates. Additionally, it includes instructions for verifying the generated certificates and email delivery.

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3 views3 pages

Automating certificate generation and email

This document provides a step-by-step guide for automating certificate generation and email sending using Google Sheets, Google Slides, and the Autocrat add-on. It covers preparing a Google Slides template, setting up a Google Sheets data source, installing and configuring Autocrat, and running the merge job to generate and send certificates. Additionally, it includes instructions for verifying the generated certificates and email delivery.

Uploaded by

deepak70049nccpr
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Documentation for automating certificate generation and email sending using Google Sheets,

Google Slides, and the Autocrat add-on:

Applications Required:
● Google Sheets
● Google Slides

Addon Required:
● Autocrat

1. Prepare Your Google Slides Template

1. Design the Certificate:


● Open Google Slides.
● Design your certificate with placeholders for dynamic content (e.g., `<<Name>>` for the
recipient’s name).
● Save the presentation with an appropriate name, such as “Certificate Template.”

2. Prepare Your Google Sheets Data


● Open Google Sheets and create a new spreadsheet.
● Set up columns with appropriate headers that match the placeholders in your certificate
template (e.g., `Name`, `Email`, `Date`).

3. Install and Set Up Autocrat

● Install Autocrat:
○ Open your Google Sheet.
○ Go to `Extensions` > `Addons` > `Get addons`.
○ Search for "Autocrat."
OR
○ Install it from the Google Workspace Marketplace using link below
● https://workspace.google.com/u/0/marketplace/app/autocrat/
539341275670
● Accept all necessary permissions.

2. Access Autocrat:
● Go to `Extensions` > `Autocrat` > `Launch`.

3. Configure Autocrat

● 1. Create a New Job:


○ Click `+ New job` to start a new merge job.
○ Name your job (e.g., “Certificate Generation Job”).

● 2. Select Your Template:


○ Click `Choose Template`.
○ Select the Google Slides certificate template you created.
○ Click `Next`.

● 3. Map Source Data to Template:


○ Map the columns in your Google Sheet to the placeholders in your
Google Slides template.
○ For each placeholder (e.g., `<<Name>>`), select the
corresponding column from your Google Sheet.
○ Click `Next`.

● 4. File Settings:
○ Choose the format for the generated files (e.g., PDF or Google
Slides).
○ Define the file naming convention using placeholders (e.g.,
`{{Name}}_Certificate`).
○ Select a destination folder in Google Drive to save the files.
Optionally, set up a dynamic folder if needed.
○ Click `Next`.

● 5. Set Merge Conditions (Optional):


○ If needed, specify conditions to send certificates only to certain
recipients based on column values.
○ Click `Next`.

● 6. Email Settings:
○ Configure the email settings to send certificates.
○ Specify recipient email addresses from your Google Sheet.
○ Customize the email subject and body. Use placeholders to
personalize the email content.
○ Choose to include the generated file as an attachment in the
email.
○ Click `Next`.

● 7. Save the Job:


○ Review your settings.
○ Click `Save` to save the job configuration.

● 8. Run the Job:


○ Click the play button next to your job to start the merge process.
○ Autocrat will generate the certificates, save them to your specified
folder, and send the emails according to your settings.

5. Verify and Monitor

● 1. Check Generated Certificates:


○ Review the generated certificates in your designated Google Drive
folder to ensure they are created correctly.

● 2. Verify Email Delivery:


○ Confirm that the emails were sent as expected by checking your
email outbox or by contacting a few recipients.

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