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Hi, guys! I have a simple need: generate a PDF from a Google Docs template and send this PDF to an email address and a Google Drive folder. Any example that I can use to start from? Or any other hints / suggestions / components? Thanks in advance!
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Hi, guys! I have a simple need: generate a PDF from a Google Docs template and send this PDF to an email address and a Google Drive folder. Any example that I can use to start from? Or any other hints / suggestions / components? Thanks in advance!
To generate a PDF from a Google Docs template and send it to an email address and a Google Drive folder, you can follow these steps: 1. Use the Google Drive API to create a copy of the Google Docs template and convert it to a PDF. You can refer to the Google API documentation and use the @pipedream/platform axios package to make the API request. 2. Use the Email app’s “Send Yourself an Email” action to send the PDF to the desired email address. You can search for the Email app from the step menu and select the “Send Yourself an Email” action. 3. To save the PDF to a Google Drive folder, you can use the Google Drive API to upload the PDF file to the desired folder. Again, refer to the Google API documentation and use the @pipedream/platform axios package to make the API request. Remember to connect your Google and Email accounts in the Pipedream workflow to authenticate the API requests. For more information on using the Email app, visit https://pipedream.com/apps/email and for the Google app, visit https://pipedream.com/apps/google.
Got it. But I need to replace some placeholders fields in this template for each PDF I generate. How do I do it?
got it. But I need to replace some placeholders fields in this Google Docs template before I generate each PDF. How do I do it?
To replace placeholder fields in your Google Docs template before generating a PDF, you can follow these steps: 1. Use the Google Docs API to read the content of the template document. You can refer to the Google Docs API documentation and use the @pipedream/platform axios package to make the API request. 2. Parse the content of the document and replace the placeholder fields with the desired values. You can use JavaScript string manipulation functions or a library like lodash to help with this task. 3. Update the content of the document with the new content using the Google Docs API. 4. Follow the steps from my previous response to generate a PDF from the updated Google Docs template and send it to an email address and a Google Drive folder. Here’s a basic example of how to read and update the content of a Google Docs document using the Google Docs API: ``` import { axios } from “@pipedream/platform”; export default defineComponent({ props: { google: { type: “app”, app: “google”, }, documentId: { type: “string”, label: “Google Docs Document ID”, }, }, async run({ $ }) { // Read the content of the document const response = await axios(this, { method: “GET”, url: https://docs.googleapis.com/v1/documents/${this.documentId}, headers: { Authorization: Bearer ${this.google.$auth.oauth_access_token}, }, }); // Replace the placeholder fields with the desired values // This is just an example, you should adapt this to your specific placeholders and values const updatedContent = response.data.content.replace(“{{placeholder}}”, “New Value”); // Update the content of the document await axios(this, { method: “PATCH”, url: https://docs.googleapis.com/v1/documents/${this.documentId}, headers: { Authorization: Bearer ${this.google.$auth.oauth_access_token}, “Content-Type”: “application/json”, }, data: { requests: [ { replaceAllText: { containsText: { text: “{{placeholder}}”, }, replaceText: “New Value”, }, }, ], }, }); // Now you can follow the steps from my previous response
thanks for the suggestion. But is there anything more “out of the box” for these placeholder replacement, like a GSuite mailmerge feature, API?
Yes, there’s a more “out of the box” solution for replacing placeholders in Google Docs using Google Apps Script. You can create a Google Apps Script that performs a mail merge-like operation to replace placeholders in your Google Docs template and then export the document as a PDF. Here’s a high-level overview of the process: 1. Create a new Google Apps Script project and write a script that opens your Google Docs template, replaces the placeholders with the desired values, and exports the document as a PDF. 2. Deploy the script as a web app or an API executable. 3. In your Pipedream workflow, use the @pipedream/platform axios package to make a request to the Google Apps Script API or the web app URL, passing the required data for the placeholders. 4. Follow the steps from my previous response to send the PDF to an email address and save it to a Google Drive folder. For more information on Google Apps Script, visit the official documentation: Apps Script | Google for Developers Please note that you’ll need to write and deploy the Google Apps Script yourself, as it’s outside the scope of Pipedream workflows. Once you have the script URL, you can use it in your Pipedream workflow to replace placeholders and generate PDFs.