Getting started
Install Document Studio from the Google Workspace Marketplace, then open any Google Sheet and choose Extensions ▸ Document Studio ▸ Open Document Studio. To try it immediately, use Create demo data — it fills the sheet with sample rows and a ready-made template.
The window has tabs: Document, Email, Routing, Automate, and Plan. Set which rows to include once (top of the window), configure what you need, then use Preview, Recipients, and Run at the bottom.
Merge fields
Wrap a column header in double braces to insert its value: {{Name}}, {{Company}}. Click any field chip in the window to insert it. You can format values with filters, e.g. {{Amount | inr}}, {{Due | date:dd-MM-yyyy}}, {{Name | upper}}, and turn a value into a QR code with {{Ticket | qr}}.
Documents & PDFs
Pick a saved template, start from a built-in starter (letter, certificate, ticket), or choose one of your own Google Docs. Put merge fields in the Doc, set an Output name like Invoice - {{Name}}, and optionally tick Also export PDF. Each row produces one document in your Drive; if the template has fields your sheet is missing, the preview warns you.
Turn on Send email, choose the recipient column, and write your subject and body. Bodies support Markdown (bold, links, lists) or HTML, with a live preview. Add cc, bcc and reply-to, and attach the generated PDF. Send yourself a test before running. Email comes from your own Gmail address.
Choosing rows
The Rows panel controls which rows a run touches — for documents and email alike. Filter by a column value (Send = yes), limit to a row range, or skip hidden/filtered rows. Use Recipients to review and un-tick anyone before sending.
Invoices (line items)
Turn on Repeating line items to join a second sheet — e.g. an orders sheet and a line-items sheet sharing an Order ID. Line items expand as a table in the document via {{#each items}}, giving you one invoice per order.
Conditional routing
Under Routing, pick a column and load its values. Assign a different document (and optional email) template to each value — so Accepted and Rejected rows get different letters in a single run.
Form follow-ups
Under Automate ▸ Attach a form, click Create a follow-up form — it builds a Google Form, links its responses to your sheet, and fills in the settings. Add {{FormLink}} to your email body; each recipient gets a personalized link. Anyone who hasn't submitted after your chosen number of days gets an automatic reminder. This works entirely from form responses — we never read your inbox.
Unsubscribe & opt-out
Under Automate ▸ Unsubscribe, click Create unsubscribe form. An Unsubscribe link is automatically added to your emails; anyone who submits it is skipped on this and every future run. Recommended for any bulk send.
Scheduling
Under Automate ▸ Schedule, run the current setup hourly, daily or weekly. Each run only processes new rows, so you can keep adding rows and let it send automatically.
Sending limits & the "Sent" folder
Google limits daily sending (about 100 emails for personal Gmail, 1,500 for Workspace); Document Studio stays within those and your plan's limit, pausing and resuming large jobs as needed. Note that sent emails do not appear in your Gmail "Sent" folder — this is a deliberate trade to keep the permissions we request minimal.
Need help? Email [CONTACT_EMAIL].