Скачать или смотреть Generate a Custom Email from Google Sheets Using App Script

Discover how to streamline your invoicing process by using Google Sheets App Script to create a custom email with attached PDF directly from your spreadsheet.
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How to Generate a Custom Email from Google Sheets Using App Script

Are you struggling with a clunky invoicing process using Google Sheets? If you find yourself going through multiple steps just to print or share an invoice, you're not alone. Many users face similar challenges in managing their invoices effectively, especially when using tablets like the iPad.

In this guide, we will explore how to leverage Google Apps Script to streamline your invoicing tasks. Specifically, we will create a script that sends a custom email with the first page of your Google Sheets document attached as a PDF.

Understanding the Workflow

Here’s a breakdown of the common steps involved in handling invoices in Google Sheets:

Edit Invoice Templates: You first edit a template sheet that generates the actual invoice.

Print or Share: You then go through a tedious process of selecting, printing on a local printer, or sharing it as a PDF through email.

Personalize Email: Finally, you manually change the email subject and body to include relevant information.

With Google Apps Script, we can automate several of these steps, making the process more efficient.

The Solution: Google Apps Script

Here’s how you can get started with Google Apps Script to achieve your invoicing goals.

Step 1: Create the Apps Script

Open your Google Sheet, and follow these steps to create the script that will handle generating the PDF and sending the email:

Open Script Editor:

Click on Extensions Apps Script.

Implement the Script:

Replace the default code with the following code snippet:

[[See Video to Reveal this Text or Code Snippet]]

Be sure to replace YOUR_SPREADSHEET_ID with the actual ID of your spreadsheet.

Step 2: Breakdown of the Code

Copy the Spreadsheet: The script begins by creating a copy of your spreadsheet.

Convert Formulas to Values: It then collects the data from the sheet and sets it as static values (this avoids sending the original formulas).

Remove Extra Sheets: The script checks and only keeps the first sheet, ensuring your PDF will contain just the invoice.

Create PDF: Finally, it generates the PDF file from the sheet.

Step 3: Send Email with Attachment

While the script above primarily focuses on generating the PDF, you can extend it to send an email with the PDF attached. Here’s how:

Adding the email functionality to attach the PDF, customize the subject from cell C1, and set the email body from cell C2 would look something like this:

[[See Video to Reveal this Text or Code Snippet]]

Conclusion

By implementing the above Google Apps Script, you can make your invoicing process significantly more efficient. It automates the tedious tasks of converting your invoice to PDF and emailing it right from your Google Sheet. This not only saves time but also reduces the likelihood of errors—making your workflow a breeze to manage.

If you have any questions or need further assistance, feel free to leave a comment below!