Spreadsheet-to-Document Mail Merge Automation
Generate personalized documents from rows of data.
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Generate personalized documents from rows of data. Data source (spreadsheet columns): [COLUMNS]. Document template and placeholders: [TEMPLATE_DESCRIPTION]. Output format and delivery (PDF files, email, shared folder): [OUTPUT_AND_DELIVERY]. Language, tools, and number of rows: [TOOLS_AND_VOLUME]. Write the automation script and meet these requirements, confirming each at the end: [ ] Reads the data without modifying the source; validates required columns and reports missing or malformed values before generating anything [ ] Maps placeholders to columns explicitly; fails clearly when a placeholder has no data [ ] Handles special characters, long text, dates, and currency formats consistently [ ] Generates a dry run of three sample documents for review before the full run [ ] Names output files predictably and safely (no characters that break file systems; no overwriting) [ ] Logs each row processed, skipped, or failed with the reason [ ] Is safe to rerun: skips documents already generated unless told to overwrite [ ] Protects personal data: output folder permissions, no data in logs beyond IDs [ ] Email sending (if used) has a test mode, rate limiting, and an unsubscribe or reply path where required [VERIFY consent rules] [ ] A summary report at the end: total, succeeded, failed Include the code, setup instructions, a sample data file and template, and a test plan. Mention limits of the approach for large volumes.
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