SheetMergy is a SaaS productivity tool designed to automate document generation directly from your spreadsheets or custom data streams. By connecting data sources like Google Sheets, Excel, or APIs with document templates created in Google Docs or Microsoft Word, SheetMergy enables users to generate hundreds of personalized documents—such as invoices, certificates, contracts, or reports—in just seconds.
Going beyond standard mail merge software, SheetMergy offers advanced data processing and workflow features. It handles complex data setups through support for multiple sheet tabs, advanced data filtering, and intelligent grouping by date or value. Users can also track their automated workflows using the full run history log and deliver documents directly to recipients using built-in email delivery features.
Designed for recurring tasks, SheetMergy allows you to set up your workflow once and schedule automated runs (for instance, monthly document generation and emailing), eliminating tedious manual work.
SheetMergy supports connections to Google Sheets, Microsoft Excel files, or any custom API.
You can design and set up your document templates using Google Docs or Microsoft Word.
Unlike basic mail merge tools, SheetMergy supports multi-tab spreadsheets, advanced data filtering, grouping by date or value, full run execution history, scheduled recurring automation, and built-in email sending.
Yes, SheetMergy features scheduled automation, allowing you to set up your document generation and email delivery workflows once to run automatically on a recurring schedule (e.g., every month).

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Co-founder @semvideo