Automate Document Generation from any data source
Turn Google Sheets, Excel, custom tables, or an API payload into personalised PDFs, Word docs, and emails — at scale. Use the dashboard, the Google Sheets add-on, webhooks, or embed it straight into your product.
Dear {{Name}},
Thank you for your business with {{Company}}.
Amount Due: {{Amount}}
Everything You Need for Document Automation
From a single sheet to a full programmatic pipeline — one platform, every path into a generated document.
Dear {{Name}},
Your email: {{Email}}
Template Tags
Use {{placeholders}} in Google Docs or upload DOCX templates. Merge tags are auto-detected and mapped to your spreadsheet columns.
Smart Filtering
Build complex filter rules with AND/OR logic and 10+ operators. Only process rows that match your exact criteria.
Scheduled Automation
Set jobs to run hourly, daily, weekly, or monthly. Automate recurring reports and documents hands-free.
Invoice #1001 - January
To: {{Email}}
Email Delivery
Send generated documents to dynamic recipients from your spreadsheet. Custom subjects, HTML body, CC/BCC support.
Data Lookups & Joins
Combine data from multiple sheets with join keys. Pull in related data from lookup tables into a single document.
REST API & Webhooks
Every job gets a webhook URL and REST endpoint. Trigger from Zapier, Make, your CRM, or your backend — sync or async.
Embeddable Viewer
Drop a branded document generator into your own product via iframe + postMessage. Per-customer tokens, multi-tenant safe.
Built-in Storage & HTML Email
Every generated document is archived, searchable, and re-sendable. Design HTML emails with merge tags — no Google Drive required.
Grouping & Aggregates
Group rows by field values and generate summary documents with {{_count}}, {{_sum}}, and {{_avg}} calculations.
Three Simple Steps
Get started in minutes and automate your document generation workflow
Create Template
Upload a DOCX file or select a Google Docs template. Add {{merge_tags}} where you want dynamic content — we auto-detect them.
Connect Data
Link your Google Sheet from the web dashboard or add-on. Set up filters, join data from multiple sheets, and configure grouping rules.
Generate & Deliver
Run now or schedule for later. Documents are saved as PDF or Google Docs, and optionally emailed to recipients.
Perfect For Every Industry
See how teams across different industries use SheetMergy
Invoices & Billing
Generate professional invoices from your sales data automatically
- Scheduled monthly runs
- PDF export & email delivery
- Custom filename patterns
Certificates
Create certificates for courses, events, or achievements
- Bulk generation from sheets
- Data lookups for details
- Auto-share via Drive
Reports & Summaries
Build grouped summary reports with aggregated data
- Group by department or date
- Sum, count, average formulas
- Multi-sheet data joins
Made for the way your team works
Jump to the breakdown for your team — same engine, focused on what you actually ship.
Work that used to take a week now takes a minute
“We used to block an entire day a month on commission statements. SheetMergy runs them on the 1st automatically — I forget it exists until payday.”
“Our course ends at midnight Friday and every student has their certificate by 12:05. That by itself justified the switch.”
“We ripped out a Zapier+Apps-Script chain for invoice generation and replaced it with one SheetMergy job. Fewer moving parts, cheaper, cleaner.”
SheetMergy vs. Manual Work
See how much time and effort you save by automating document generation
Create a document from template
Manual
10–15 min
SheetMergy
Instant
Generate 100 personalized docs
Manual
2–3 days
SheetMergy
Under 1 min
Email docs to recipients
Manual
Copy-paste each
SheetMergy
Automatic
Filter rows before generating
Manual
Manual sorting
SheetMergy
Built-in rules
Combine data from multiple sheets
Manual
VLOOKUP formulas
SheetMergy
Visual join config
Schedule recurring reports
Manual
Set reminders
SheetMergy
Runs automatically
Human errors
Manual
Inevitable
SheetMergy
Zero
Frequently Asked Questions
Everything you need to know about SheetMergy
What is SheetMergy?
Does it work with Excel or just Google Sheets?
Can I trigger document generation from my app?
Can I embed SheetMergy into my own product?
Is SheetMergy free to use?
What template formats are supported?
Can I send generated documents by email?
Is my data secure?
Can I combine data from multiple sheets?
Simple, Pay-as-You-Go Pricing
Start with 100 free credits. All features unlocked. Buy more when you need them.
Free to Start
Every new account gets 100 free credits
- 1 credit = 1 document or email
- All features unlocked
- PDF, DOCX, Google Docs
- Scheduled jobs, API, embeds
400 Credits
Perfect for regular document generation
- 400 documents or emails
- Credits never expire
- ~$0.025 per credit