Introduction

In this article, you’ll learn how to automate the generation of personalized documents using the Document Merge feature in xFanatical Foresight. As organizations grow, creating customized documents such as certificates, offer letters, contracts or student progress reports can become repetitive and time-consuming when done manually. Preparing each document individually not only slows productivity but also increases the chance of errors.

With the Document Merge feature in xFanatical Foresight, admins can seamlessly generate personalized documents in bulk by merging data from spreadsheets into document templates. This automation saves time, ensures accuracy and delivers a consistent, professional experience for employees, students or clients. Let’s explore how to set up and run document merge with minimal effort.

Illustration of how xFanatical Foresight automates the generation of personalized documents.Illustration of how xFanatical Foresight automates the generation of personalized documents.

Introducing xFanatical Foresight Automation

xFanatical Foresight is a powerful automation platform designed specifically for Google Workspace. It enables administrators to automate the bulk generation of personalized documents effortlessly. Instead of manually creating or editing each document one by one, you can quickly merge data from a spreadsheet into a predefined template and generate multiple customized documents at once. This ensures consistency in formatting and accuracy of information while eliminating repetitive manual work. With xFanatical Foresight’s user-friendly interface and powerful automation, the entire document creation process becomes fast, precise and hassle-free, saving time and improving overall productivity.

Note: Before setting up this automation, make sure to whitelist xFanatical Foresight in the Google Admin Console. This step is required to grant the necessary permissions for xFanatical Foresight to function properly.

Automation Setup Instructions

In this section, we guide you through the automation setup in xFanatical Foresight. We have 2 ways to set up automation rules, Set up automation from a template .After completing the automation rule, verify whether the automation meets your requirements.

Set Up Automation From a Template

Set Up Automation From a Template

Supported plans: xFanatical Foresight Elite plan.

  1. Sign into xFanatical Foresight with your Google Admin account. 
  2. Go to the Templates page.
  3. Search Document merge: automate generation of personalized documents and click on it.
    In the Templates > search for Document merge: automate generation of personalized documents template in xFanatical Foresight.
  4. In the Templates > Document merge: automate generation of personalized documents page, click Copy rule.
    Copy document merge: automate generation of personalized documents template in xFanatical Foresight.
  5. For the first time use of the template rule, an dialog Action needed will display requesting necessary permissions required to copy the rule. Click Connect with Google and authorize the permissions.
  6. Upon authorization, a dialog titled Copy of document merge: automate generation of personalized documents will display.
  7. Click Next. 
  8. Click on the Upload file to Drive action.
  9. In the Edit actions > Upload file to Drive screen,
    Customize Google drive folder in Document merge: automate generation of personalized documents template in xFanatical Foresight.
    1. (Optional) In the Google Drive folder field, select the target folder where you want to store the newly generated document.
    2. Click Review.
  10. In the Review screen,
    In the Review page, provide rule name and create Document merge: automate generation of personalized documents rule.
    1. In Rule name, customize the automation rule name.
    2. Click Create.
  11. The rule is created in the Rules page. 


xFanatical Foresight rule graph for automating the document merge in Google Workspace.

xFanatical Foresight rule graph for automating the document merge in Google Workspace.

Verify Automation

Verify Automation

To ensure that your rule setup automates as expected, it’s essential to conduct a simple test. The following instructions demonstrate how xFanatical Foresight automates the bulk generation of personalized documents through the document merge feature.

  1. Go to xFanatical Foresight.
  2. Go to the Templates page.
  3. Search Document merge: automate generation of personalized documents and click on it.
  4. Click on the Download sample CSV file button.
    Download the CSV file from for Document merge: automate generation of personalized documents template.
  5. In the CSV file, replace the sample data with the actual information you want to populate in the document. The required columns include Date of Agreement, Receiving Party Name and Receiving Party Address.
  6. Click on upload-button. the of Document merge: automate generation of personalized documents rule.
    Execute Document merge: automate generation of personalized documents rule.
  7. Upload the CSV file prepared in Step 5 of the Verify Automation section to proceed with the automation.
  8. Wait for the CSV file to be processed and receive a notification in the top right of xFanatical Foresight. In the notification message, click View log.
    A notification will be triggered and sent upon the execution of the rule, informing users of the action taken.
  9. In the Logs > Log details page, the Rule history section explains the automation history and task xFanatical Foresight has automated on behalf of your Google account.
    A detailed log screen, sent upon the execution of the rule, informing users of the action taken.
  10. Verify that the document has been personalized by the automation with the correct data.
    Successful execution of automation.

Notes

  • Once the automation rule is configured, the admin needs to upload the CSV file. After that, xFanatical Foresight seamlessly takes over and generates personalized documents in bulk by merging the data with the chosen template.
  • The CSV file should match the required format and include the correct headers to ensure accurate data mapping. During execution, each placeholder in the template is automatically replaced with the corresponding values from the CSV, producing fully customized documents.
  • Each time the rule runs, you will receive a notification in the app indicating whether the automation was executed successfully. 
  • Depending on the number of records in the CSV, processing may take a few minutes as the system generates and finalizes the documents efficiently.
  • To use the automation, admins need to Whitelist xFanatical Foresight in Google Admin Console first.

Conclusion

In conclusion, xFanatical Foresight streamlines the process of generating personalized documents in bulk, making it easier for administrators to create accurate and professional documents. By automating this task, organizations can save time, reduce manual errors and ensure consistency across all generated files. With its intuitive interface and powerful automation features, xFanatical Foresight provides a seamless solution for managing document personalization in Google Workspace.

Try a 14-day free trial with xFanatical Foresight and manage your tasks.

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