Auto-generate contracts and invoices from a spreadsheet

Fill out a row in Google Sheets and the system builds a finished PDF contract, invoice, or offer letter automatically.

How the work actually flows

A straight line. Runs once per each row in the sheet.

Pattern: Sequence (1) ยท Multiple Instances without Synchronization (12)

flowchart TD trig(("run against spreadsheet of names")):::human s0["pull row data"]:::task s1["check for missing data"]:::task s2[["generate pdf document"]]:::mi s3["save to drive and email"]:::task s4[("update spreadsheet status")]:::store trig --> s0 s0 --> s1 s1 -->|"one per each row in the sheet"| s2 s2 --> s3 s3 --> s4 out[/"personalized pdf per person"/]:::out pay{{"hours saved on paperwork"}}:::pay s4 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
A stepRuns once per itemA personA record or sheetResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
Email AutomationSpreadsheet & Database OpsFile & Cloud StorageFinance & Accounting
Connects
Google SheetsGoogle DriveGmailCraftMyPDF

The problem it solves

Creating contracts, offer letters, or invoices one by one eats up hours your HR or finance team doesn't have, and copy-paste mistakes slip into important paperwork. Every new hire or client means starting the document from scratch again.

Who it fits

HR and finance teams that regularly issue contracts, offer letters, invoices, or pay slips in bulk.

How it works

  1. The process starts when you run it against a Google Sheet of names and details
  2. Each row's information is pulled and checked for missing data
  3. A PDF document is generated for each person using your template
  4. The finished PDF is saved to Google Drive and emailed through Gmail
  5. The spreadsheet is updated to show which documents are done
Quick estimate

What it is worth to you

Your numbers, your hourly cost. We add nothing hidden.

per month
minutes
$ per hour
0Hours freed per month
0Value per year at your hourly cost

Assumes your template covers every case cleanly and that freed hours go to other work.

What you get

A finished, personalized PDF document for each person, saved to Google Drive and delivered by email.

What you need

A Google Workspace account, a document-generation service like CraftMyPDF, and Gmail.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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