Integrations
/
Google Docs

Manage documents with Google Docs

Databases
Document editor and collaboration
Overview

The Google Docs integration connects Jet Admin to Google Docs, so you can generate documents from a template, list existing files, and update content directly from a Jet Admin app. It's a way to turn record data into a formatted document without leaving your workflow.

Once connected, generated documents can be linked to the record they were created from, scoped by role, and routed through an approval step before a document is finalized. Every action is recorded in Jet Admin's audit log alongside the rest of your app's activity.

What you can do
Create documents
Generate a new document from a template directly from a Jet Admin action.
List documents
Pull existing documents into a Jet Admin table.
Update document content
Edit the content of an existing document from Jet Admin.
Generate from a template
Merge record data into a template to produce a finished document.
Use Cases
Scenario
What it looks like
Auto-generate contracts or reports
Produce a formatted document from record data without manual copy-pasting.
Document library tied to records
Keep generated documents linked to the record they were created from.
Templated document generation
Merge record fields into a reusable template to produce a finished document.

Key benefits

  • Templated document generation. Turn record data into a formatted contract, report, or letter automatically.
  • Documents tied to your data. Link a generated file to the record it came from.
  • Governed generation. Route document creation through roles and an approval step.
  • Full audit trail. Every document action taken through Jet Admin is logged.

How to connect Jet Admin with Google Docs

  1. In Jet Admin, go to Data Sources and select Google Docs.
  2. Authorize Jet Admin to access your Google account.
  3. Choose the template documents and folders Jet Admin should use.
  4. Test the connection to confirm Jet Admin can create and update documents.
  5. Build a table, form, or action in Jet Admin using your Google Docs data.