Looking for a Make sequence/template someone may already have created, that creates a Google document and emails it. The sequence should populate a template from a data file, save the information into a template as Google Form, then PDF, and email to the recipient email listed in the data file.
What is the problem?
Conceptually straightforward, but when I do it, Make cannot find the Google Form that it successfully created on my Google drive.
I keep getting an error. It says “file not found” but I know it’s there. Here’s the whole sequence I’d like to do:
Read Google sheet in my Google Drive and look for new data. *This works.
Find 1 of 10 different Google doc templates to populate (based on data in #1) and save in Google drive. This works.
For each new row of data, create a new Google doc by saving the template with the ID information found in the Google Sheet (name, email, etc.). *This works.
Find that Google doc and resave it as a PDF. *Error, file not found.
Email that PDF to the email address found in #1 (also located in #2, and #3). *Doesn’t yet work because of error in #4,
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When you use Create a document in Google Docs, the output already includes a PDF export URL, so you don’t need an extra Get a document or retrieval module.
Just make sure the folder containing the file has sharing set to “Anyone with the link”, otherwise the automation won’t be able to download the PDF.
You can then map that export URL directly in the email body.
If you’re using Gmail, Google Workspace files shared this way may appear as attachments automatically in the email UI.
If that doesn’t happen in your case, you can still use the Download a document module in Google Docs and explicitly download it as a PDF, then attach it to the email.