Method 1:
To convert and email Google Spreadsheets as PDF files, you have a few options:
- Use the “Email Spreadsheet” add-on:
- Install the “Email Spreadsheet” add-on from the Google Workspace Marketplace.
- Open the Google Spreadsheet you want to convert and email as a PDF.
- Go to Add-ons => Email Spreadsheet => Create PDF.
- Configure the settings, such as selecting the range, file format (PDF), and recipients.
- Click “Create PDF” to convert the spreadsheet to a PDF and send it via email.
- Use Google Apps Script:
- Open the Google Spreadsheet you want to convert and email as a PDF.
- Go to Tools => Script editor.
- Replace the default code with the code provided in the Google Apps Script tutorial.
- Save the script and run it.
- The script will convert the spreadsheet to a PDF and send it to the specified email address.
- Use the “Generate & send PDFs from Google Sheets” Apps Script sample:
- Open the Google Spreadsheet you want to convert and email as a PDF.
- Go to Extensions => Apps Script.
- In the Code.gs file, update the necessary variables, such as the email address.
- Save the script and run it.
- The script will generate the PDFs and send them via email.
- Download the Google Spreadsheet as a PDF and email it manually:
- Open the Google Spreadsheet you want to convert.
- Click on File => Download => PDF Document.
- Save the PDF file to your computer.
- Compose a new email and attach the PDF file.
- Enter the recipient’s email address and any additional information.
- Send the email.
By following these steps, you can convert and email Google Spreadsheets as PDF files, allowing you to easily share and distribute your spreadsheet data in a portable format.
Method 2:
Google Spreadsheets is a powerful data-organizing tool, but it can also be converted into PDF format for email sharing. This article explains the process of converting Google Spreadsheets into PDF files and automatically sending them to recipients.
- Setting up the Conversion and Emailing Process: Open Google Spreadsheet, convert to PDF, and open Apps Script editor. Replace default code with custom script, send via email, and replace default code with desired output.
- Configuring the Conversion and Emailing Parameters: In the Apps Script editor, locate the script function responsible for converting and emailing the spreadsheet. Customize the parameters such as the recipient email addresses, subject line, and email body to suit your requirements. Adjust any additional settings, such as the file name for the converted PDF, email attachments and formatting options.
- Testing and Executing the Script: Save the changes made to the script and close the Apps Script editor. Go back to the Google Spreadsheet and click on “Extensions” > “Apps Script.” In the Apps Script editor, select the function you modified and click the play button () or choose “Run” > “function name.” The script will convert the spreadsheet into a PDF file and send it to the specified email recipients. Verify that the conversion and emailing process is working correctly by checking your email inbox.
- Automating the Conversion and Emailing Process: If you want to automate the conversion and emailing process, you can set up a trigger in the Apps Script editor. In the Apps Script editor, click on “Edit” > “Current project’s triggers.” Configure a trigger that specifies the desired frequency (e.g., daily, weekly) and the function to execute. Save the trigger, and the script will automatically convert and email the Google Spreadsheet as a PDF file based on the defined schedule.
Converting and emailing Google Spreadsheets as PDF files streamlines the sharing and distribution process while ensuring compatibility and easy accessibility for recipients. By following the steps outlined in this article, you can set up a seamless workflow for converting and emailing spreadsheets. Enhance your document-sharing capabilities and simplify collaboration with the power of Google Spreadsheets and Apps Script.
Frequently Asked Questions (FAQs) – Convert and Email Google Spreadsheets as PDF
Q: Why would I need to convert and email a Google Spreadsheet as a PDF file?
A: Converting to PDF ensures compatibility, and emailing allows for easy sharing and distribution of the spreadsheet.
Q: Can I customize the email recipients, subject line, and email body?
A: Yes, you can customize these parameters to suit your specific requirements in the script.
Q: Are there any formatting options available for the converted PDF file?
A: Yes, you can adjust formatting options such as file name, attachments, and other settings in the script.
Q: Can I manually convert and email the spreadsheet, or is it only automated?
A: You can manually execute the script or set up automation with triggers to convert and email the spreadsheet.
Q: Does the script retain formulas and other data in the converted PDF?
A: Yes, the converted PDF will retain the formulas and data present in the original Google Spreadsheet.
Q: Is it possible to convert multiple Google Spreadsheets and email them at once?
A: Yes, you can modify the script to handle multiple spreadsheets and send them as separate PDF files or combine them into one.
Q: Can I schedule the conversion and emailing process to occur at specific times?
A: Yes, by setting up triggers in the Apps Script editor, you can schedule the script to run at specified intervals (e.g., daily, weekly).
Q: Will the recipients receive the PDF file as an attachment or a link?
A: The recipients will receive the PDF file as an attachment in the email.
Q: Can I use this method to convert and email other types of Google Workspace files?
A: While this guide focuses on Google Spreadsheets, you can adapt the script to convert and email other Google Workspace files such as Docs or Slides.
Q: Is it possible to customize the appearance of the email body?
A: Yes, you can modify the email body to include custom text, formatting, or HTML content to personalize the message.