Mail merge Google Slides and Google Docs

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Dokin lets you create multiple documents for each row of your Google Sheets database variables.

Example of a database variable

Once you have created a database variable in your Google Sheets, you can export it to your Google Slides and/or Google Docs.

You will be able to add each header of your database as content of your documents.

1 - You can click on the button “Mail Merge”

2 - select your database

Mail Merge option in Slides. By clicking on "Select database" you can choose the Database variable to use in your document.

3 - You can insert the placeholder values at the place where you want your data to be inserted. Click on the header you want to insert. You can also type directly in your documents. For example, if you have a column with the header “Name”, type {{Name}} everywhere you want the name to be inserted. 

Adding the first header item of the Clients Database

Example of header items in a commercial proposal

4  - Once you have completed inserting your variables, you can move on the Options by clicking on the next “>” button on the top right of the add-on. 

4.1 - You can select the folder in which you want the generated documents to be stored. 

4.2 - Select the title of your generated documents. You can also insert headers within the title. 

4.3. Select for which lines of your database you want to create a document. 

4.4. Select the type of output document you want. You can either generate a PDF, or generate editable Google Slides or Google Docs. 

1. Select the folder of your Drive where to save your documents.
2. Give a Name to your output files
3. Choose for which rows of your database you would like to create documents
4. Choose the file type for your output

5 - Optional. You can directly send your documents from within Dokin. In the recipient input, enter the header in which the email addresses are, for example : {{email}}. You can also add a title and a content to your email. When you type ‘{{‘ the list of all headers appear. Click on it to have it inserted effortlessly. 

Choose whether to send documents by email to each recipient

6 - You are now ready to generate your documents. Click on the “Create documents” button. You will receive a notification once your documents have been created and or sent via email. 

You are done! Click on "Create Documents" to create your output files. These will be saved in the folder of your choice and also sent by email to the recipient if you chose so.
You will receive a notification via email once each document is created or sent.

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