How to Automate Google Doc Creation in monday.com (Step-by-Step Guide)

If your team constantly bounces between monday.com and Google Docs, you already know how repetitive document creation can be. Drafting the same proposals, reports, or contracts manually wastes time and breaks workflow.

That’s where the new Google Docs Automation & Embed app for monday.com comes in. With this integration, you can automatically generate Google Docs directly from monday.com items, use your own templates, save documents into chosen folders, and even embed them back into your monday boards and workdocs.

This post will walk you through:

Why automating Google Docs in monday.com is a game changer

What you can do with the app

Step-by-step setup instructions

Tips for templating and bulk actions

Who this is best suited for

By the end, you’ll know exactly how to streamline document workflows inside monday.com without ever switching tabs.

Why Automate Google Docs in monday.com?

Let’s be real: creating Google Docs manually is tedious. Every time you need a new doc, you copy a template, rename it, adjust content, and save it into the right folder. Multiply that by dozens of items on your monday board, and suddenly half your day is gone.

With Google Docs Automation & Embed, you:

Generate Docs directly from monday items – no manual copy-paste.

Use your own Google Docs templates with placeholders that pull live data from monday.

Automatically save Docs in the right folder inside Google Drive.

Embed Docs directly inside monday boards, items, and workdocs, so your team doesn’t need to switch apps.

Bulk generate Docs for existing items.

Keep everything synced with native automations.

In short: less repetitive work, fewer errors, and one smooth workflow from task to document.

Key Benefits at a Glance

Automate Google Docs creation from monday.com items.

Map monday columns into Doc variables with your own template.

Choose and change the destination folder anytime.

Embed Docs inside your workspace and keep links updated.

Run unlimited automations and embeds.

Bulk download Docs from a saved folder when needed.

All without leaving monday.com.

Step-by-Step: How to Set Up Google Docs Automation in monday.com

Step 0: Open the Integration Setup View

Go to your desired monday board and open the Google Docs Integration Setup view. This is where you’ll configure everything.

Step 1: Authenticate with Google

Click the first button to authenticate your Google account. Once connected, the button will confirm your login.

Step 2: Authenticate with monday.com

Next, click the button under Step 2 to authenticate with monday.com itself. This connects the app to your workspace.

Step 3: Choose Template and Folder

Now comes the fun part.

Choose your Google Docs template. This is the master file with placeholders (variables) that will get filled with monday column values.

Select a destination folder. Every generated Doc will be stored here automatically.

You can revisit this setup later if you need to switch templates or folders.

Step 4: Map monday Columns to Template Variables

On the left, you’ll see your monday columns (like Item Name, Status, Owner). On the right, you’ll map these to your template variables.

For example:

If your template says Dear {{user}}, map Item Name (or whichever column fits) to user.

Click Save mapping.

This ensures each generated Doc gets the right dynamic values.

Step 5: Submit Your Setup

Click Submit. If you see a success message, your integration is live and ready to go.

⚠️ Important: These steps must be done in order for automations to work properly.

Setting Up the Automation

Once the integration is connected, go to your board’s Automation Center.

Click Create and search for “Google Doc Automation.”

Choose a trigger. For example: When Status changes to “Approved,” create a Google Doc.

Select the relevant column and click Create Automation.

That’s it! From now on, Docs will generate automatically whenever your trigger fires.

Optional but Powerful Steps

Step 6: Save Doc Links in Your Board

Want quick access to your generated Docs? Use a link column in your board:

Open the settings panel.

Select the link column.

Save.

Now every item will display its corresponding Google Doc link. Perfect if you want to use the Embed feature later.

Step 7: Bulk Generate Docs

Need to generate Docs for items that already exist in your board? Use the bulk action tool:

Filter your view to select up to 100 items.

Run bulk generation.

This is great for backfilling existing tasks or retroactively creating project Docs.

Templating Guide: Making Docs Dynamic

The secret sauce of this automation is templating. Templates are regular Google Docs with placeholder variables wrapped in double curly braces {{ }}.

Here’s how it works:

Create a Google Doc template.

Add variables where you want monday values to appear. Example:


Dear {{user}},
Thank you for your order placed on {{order_date}}.

When setting up the integration, map {{user}} to a monday column like “Client Name” and {{order_date}} to “Date Ordered.”

When the automation runs, monday replaces those placeholders with real data.

So instead of manually editing, your Docs come pre-filled and ready to go.

Who Should Use This App?

This app is built for:

Teams already using both monday.com and Google Docs.

Project managers, HR teams, marketing teams, or client-facing teams who create repetitive Docs (contracts, proposals, briefs, reports).

Companies that want to centralize workflows. If your team constantly jumps between apps, embedding Google Docs directly into monday saves hours.

Basically: if you use monday.com to track work and Google Docs to document it, this integration makes life easier.

Is My Data Safe?

Yes. The app does not access or store your personal data. You’re only authenticating accounts to enable automation. For full details, check the privacy policy.

What If I Need Another Feature?

The app is still evolving. If you want a specific feature, you can submit a feature request. The team is open to feedback and constantly improving the experience.

Still Unsure?

If you’d like to see it in action before committing, you can book a live demo here.

Final Thoughts

The Google Docs Automation & Embed app for monday.com bridges a gap teams have struggled with for years. Instead of duplicating work across two platforms, you now have:

Automated document creation.

Custom templating tied directly to monday data.

Folder organization in Google Drive.

Seamless embedding back into monday boards.

For fast-moving teams, this means less manual work and more focus on what matters: delivering results.

If you’re already using monday.com and Google Docs, this is one integration you can’t afford to skip.