Automation · Make / Integromat

Create Dynamic PDFs in Make / Integromat (Without Paid Apps) Using Google Docs

By Rafael Sanchez · August 24, 2023 · 4 min read

Completed Integromat scenario: Webhooks to Google Docs to Gmail

In this tutorial, I'm going to show you how to make PDFs using Integromat without spending any money on fancy services. It's actually pretty cool because we're going to use Google Docs as a template and Integromat modules to do all the heavy lifting. So, I'll guide you through each step — mapping variables, creating the document, downloading it as a PDF, and sending it by email. You'll see how easy and budget-friendly it is to generate PDFs with Integromat. It's going to be a breeze!

The idea of this scenario is simple: you take information that can come from a webhook, a database, Google Sheets, your CRM, or wherever you want. If your data arrives via a webhook, it helps to understand how Make.com webhooks receive and return data before you build this scenario. Then, you create a document based on a template, download that document to your Google Drive as a PDF, delete the created document after converting it to PDF, and finally, do whatever comes next, like sending it by email or storing it in a folder on Google Drive or anything else.

In my case, my grandma has a list of recipes that she asked me to convert into PDFs with a nice design and then send them by email to all her friends. Don't laugh! My grandma, in her 90s, is very active and knows how to make her favorite grandson earn that delicious pineapple cake she makes so well. So let's start with the step-by-step process.

I developed a simple form so my grandma could write her recipe, and when hitting the submit button, it will send that information to our Integromat scenario. Remember, this is just an example; you can get the information from any source you want.

Simple recipe submission form titled My Secret Recipe
The simple recipe form that feeds the scenario.

The data you provide will undergo processing through our Google Docs template, which is stored within our Google Drive. This step might seem challenging, but rest assured, the simplicity of the process makes it as easy as a piece of cake — and I couldn't have put it better! 😄.

The primary benefit of using a Google Doc template is the capability to design complex documents and effortlessly incorporate data into the duplicates you create.

In this case, we will generate placeholders for substituting variables by encasing the preferred variables within two pairs of curly braces like this: {{ingredients}} {{preparation}}

Google Docs recipe template with double-curly-brace variable placeholders
The Google Docs template with its {{variable}} placeholders.

To begin, we will include a Google Docs Module and select the "Create a Document from a Template" action. Click on the Add button to connect your Google account. Afterward, locate your desired Google Docs template within your Google Drive. Once selected, you will notice that the variables present in your Google Docs template become accessible in your Integromat Google module.

Webhook output data received in the Integromat scenario
The data received from the webhook, ready to be mapped.

Now, proceed to map the fields sent from your Webhook or any alternate source to their corresponding variable fields in your module.

Google Docs Create a Document from a Template module with mapped values
Mapping each field to its template variable in the Google Docs module.

Next, add a Google Docs Download module and configure it to download the file from the previous module. Very important: set the type to application/pdf, just like I show you in this next picture:

Google Docs Download a Document module set to application/pdf
The Download a Document module set to application/pdf.

And here we have most of the scenario completed. Now we will add a Delete Document module to delete the document generated from the template, as we don't need it. Make sure to set the Document ID to the Document ID you get in the Create a Document from a Template module.

Google Docs Delete a Document module configuration
Deleting the temporary document once it has been converted to PDF.

Finally, we will add our step to send the PDF to our email with a Send Email module. Follow the picture, add the attachment generated in the Download a Document module, and you will be done sending your PDF document.

Gmail Send an Email module with the generated PDF as attachment
The Send Email module with the generated PDF attached.

The result is a PDF matching your template with the data from your data source.

Once you have this pattern down, you can combine it with other Make recipes: try adding speech-to-text automation in Make to capture content by voice, or use OpenAI function calling in Make to structure raw text into the exact variables your template expects. If you would rather have it built for you, we handle end-to-end workflow automation as a service.

Frequently asked questions

How do you generate a PDF from a template in Make?

Use the Google Docs Create a Document from a Template module to copy your template and map incoming data into its {{variable}} placeholders, then add a Google Docs Download a Document module and set the type to application/pdf. The output is a ready-to-use PDF you can email, upload to Drive, or pass to any following module.

Can you create PDFs in Make without a paid app?

Yes. You can generate PDFs in Make (Integromat) for free using only the built-in Google Docs modules and a Google Docs template — no paid PDF apps or third-party services are required. Google Docs handles both the templating and the conversion to application/pdf.

How do you fill a Google Docs template automatically?

Wrap each field in your Google Docs template in double curly braces, such as {{ingredients}} or {{preparation}}. In the Make Create a Document from a Template module those placeholders appear as mappable fields, so you connect data from a webhook, database, Google Sheets, or CRM to each one and Make fills the document automatically.

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