Professional Document Generator for Google Workspace
Turn Google Sheets into professional reports and proposals
What You Can Do
You can convert Google Sheets data into professionally formatted documents, reports, and proposals with consistent styling and automatic accuracy validation. Claude reads your spreadsheet, maps data to customizable templates, and generates polished output in DOCX, PDF, or Google Docs format—saving hours of manual formatting and copy-paste errors.
Features
automatically pull latest values without manual export
pre-built layouts for proposals, quarterly reports, contracts, and invoices
apply company colors, fonts, and visual standards across all generated documents
flag missing values, formatting inconsistencies, and calculation errors before generation
create dozens of personalized reports or proposals in a single run
embed Sheets visualizations (pivot tables, sparklines, charts) directly into documents
generate DOCX, PDF, or create native Google Docs for easy sharing and editing
populate names, dates, and formula results with intelligent text formatting
Example Output
Example 1: Quarterly Business Report
- Title page auto-populated with current quarter and date
- Executive summary with key metrics pulled from summary sheet
- Department sections with embedded revenue charts and performance tables
- Footer with auto-calculated YoY growth percentages
Example 2: Client Proposal
- Client name, contact, and custom pricing automatically filled from CRM sheet
- Service descriptions matched to selected items
- Total cost calculated from line items in Sheets
- Terms and conditions with company branding applied
Example 3: Batch Payroll Reports
- Individual monthly statements generated for 50+ employees
- Each document personalized with employee ID, salary, deductions from HR spreadsheet
- All formatted identically for consistency
- Exported as individual PDFs ready for distribution
What's Included
- SKILL.md: Complete Claude skill with data-binding logic, template rendering, and quality assurance workflows
- Template library: DOCX/Google Docs templates for proposals, reports, contracts, invoices, and performance reviews
- Data validation checklist: Quality checks for missing values, data type mismatches, and calculation errors
- Formatting workflow: Brand style guide application (fonts, colors, spacing, headers)
- Batch generation script: Loop through multiple rows and produce personalized documents
- Google Sheets integration guide: How to structure spreadsheets for optimal data binding
Who It's For
- Business Analysts — Generate data-driven reports from operational metrics and KPI sheets
- HR & Recruiting Professionals — Create personalized offer letters, performance reviews, and employment contracts
- Consulting & Professional Services — Batch-produce client proposals with custom pricing and scope
- Finance & Accounting Teams — Automate financial statements, invoices, and expense reports from ledger data
- Project Managers — Generate status reports, resource allocation documents, and stakeholder updates from project trackers
Best For
- Quarterly and annual reporting — Transform performance data into polished executive reports
- Client proposal generation — Create personalized, data-driven proposals from prospect and pricing sheets
- Batch document production — Generate dozens of personalized letters, contracts, or statements simultaneously
- Financial documentation — Create invoices, expense reports, and financial statements with live spreadsheet linkage
- HR documentation — Produce offer letters, performance reviews, and employment contracts with employee data pre-populated
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