Automate Document Creation with Google Docs Templates and Caret

The Problem: Repetitive Document Creation

If you work in a field that requires creating new documents for each client or project, you know how tedious the process can be:

1. Find your template document
2. Make a copy
3. Manually fill in all the client/project details
4. Save it in the right location
5. Repeat this process dozens of times per week

Whether you're handling client intake forms, project briefs, event planning documents, or legal paperwork, this manual copy-paste routine wastes hours of your time each week. It's also prone to errors and inconsistencies when you're rushing through the process.

The Solution: Template Automation with Caret

Caret offers a straightforward solution: connect your existing Google Docs templates to an AI workflow that automatically generates new documents with the information you provide. No more copying, pasting, or hunting for the right template.

Here's what makes this approach powerful:

• Use your existing templates - No need to rebuild anything
• Minimal setup required - Connect once, use forever
• Flexible input options - Just provide the basic information you have available
• Consistent output - Every document follows your established format

How to Set It Up (In 3 Simple Steps)

Step 1: Create a Caret Workflow

1. Log into Caret and click "Create New Workflow"
2. Name your workflow (e.g., "Client Intake Automation")
3. Select "Google Docs" as your output destination

Step 2: Connect Your Template Document

1. In your workflow, add a "Google Docs Template" step
2. Connect to your Google Drive account
3. Select the template document you want to use
4. Identify the fields in your template that need to be populated (Caret will detect most of them automatically)

Step 3: Configure Your Input

1. Set up a simple text input that will collect the information needed for your document
2. Add a brief prompt explaining what information to include (e.g., "Provide client name, contact details, project scope, and timeline")
3. Save and activate your workflow

Using Your New Automation

Once set up, creating new documents is incredibly simple:

1. Open your Caret workflow
2. Enter the client or project information in the text field
3. Click "Run"
4. Caret will generate a new Google Doc based on your template, populated with all the information you provided
5. The new document is automatically saved to your specified Google Drive location

Real-World Applications

This workflow is useful for any profession that has a structured project life cycle. It's great for when you are kicking off a new project and need to rapidly create a common set of resources:

• Consultants: Generate complete client onboarding packages in seconds
• Legal teams: Create standardized case files with all necessary documentation
• Marketing agencies: Set up campaign folders with briefs, timelines, and deliverable templates
• Software developers: Initialize project repositories with documentation and planning resources
• Education professionals: Prepare course materials and student evaluation templates

The Time-Saving Impact

Let's do the math: If creating a new client document manually takes 15 minutes, and you do this 10 times per week, that's 2.5 hours spent on pure administrative work. With Caret's template automation, the same task takes about 1 minute - saving you over 2 hours every week or more than 100 hours per year.

More importantly, it frees you to focus on the work that actually matters - serving your clients and growing your business.

Ready to eliminate the copy-paste routine from your workflow? Try Caret's Google Docs template automation today.