Google Sheets Setup
How to connect Doculent to Google Sheets so extracted data is automatically added to your spreadsheet.
Google Sheets Setup
If your team works in spreadsheets, this one's for you. Doculent can automatically add a new row to a Google Sheet every time a submission is processed — no manual data entry required.
Why Google Sheets?
For many teams, spreadsheets are the center of their workflow. Quotes get tracked in sheets, submissions get logged in sheets, reports get built from sheets. Instead of asking you to change how you work, Doculent just fills in the spreadsheet for you.
Setting It Up
Step 1: Connect Google Sheets
- Go to Channels > select your channel > Settings > Delivery
- Click Add Delivery Method and choose Google Sheets
- Click Connect Google Account
- Sign in with the Google account that owns (or has edit access to) your target spreadsheet
- Grant Doculent permission to edit spreadsheets on your behalf
Doculent only requests permission to edit spreadsheets — it can't read your email, calendar, or anything else. You can revoke access at any time from your Google account settings.
Step 2: Select Your Spreadsheet
After connecting, choose:
- Spreadsheet — pick from your Google Drive, or paste a spreadsheet URL
- Sheet (tab) — which tab within the spreadsheet should receive the data
Step 3: Map Your Columns
Doculent needs to know which extracted field goes in which column:
- If your sheet already has column headers in the first row, Doculent will try to match them automatically to the extracted fields
- You can manually adjust the mapping if the auto-match isn't quite right
- Unmapped fields will be skipped (not added to the sheet)
Set up your column headers first, using names that match the fields you're extracting (e.g., "Insured Name", "Effective Date", "Premium Amount"). This makes the auto-mapping work much better.
Step 4: Save and Test
Click Save, then use Send Test to push a sample row to your sheet. Open the spreadsheet and verify the data landed in the right columns.
How It Works Day-to-Day
Once set up, every successfully processed submission automatically adds a new row to your spreadsheet. You don't need to do anything — just open your sheet and the latest data is there.
Each row typically includes:
- All mapped extracted fields
- A timestamp for when it was processed
- A link back to the submission in Doculent (for easy reference)
Troubleshooting
| Issue | What to check |
|---|---|
| Rows not appearing | Make sure the Google account still has edit access to the sheet |
| Data in wrong columns | Review the column mapping in channel delivery settings |
| Duplicate rows | Check if the submission was retried — each retry creates a new delivery attempt |
| Permission errors | Reconnect your Google account in delivery settings |
Tips
- Create a dedicated sheet for Doculent output rather than mixing it with manual data
- Don't modify column headers after setup — if you rename a column, update the mapping in Doculent too
- Use separate tabs if you have multiple channels delivering to the same spreadsheet