Mantle + Google Docs workflows
MESA is the fastest way to automate Mantle to Google Docs. MESA gives you complete control over which fields you send, how they're formatted, and when the sync happens, all without touching a line of code. Start with a pre-built template that matches your needs, customize it with the help of AI, or build something completely unique in under 10 minutes.
No templates yet? We'll help you build it
Our automation experts can help you create a custom Mantle to Google Docs workflow tailored to your needs.
Get hands-on support from our team to design and set up the workflow you're after—no code required.
Get help building your workflow →1,000+ merchants trust MESA to help them multiply their impact without multiplying their work.
Ready to integrate Mantle with Google Docs? Try MESA free for 7 days.
Our support team will help you set up your first workflow for free.
Build any workflow with these Mantle and Google Docs steps
Making workflows is easy. Triggers start a workflow then, actions occur when it's running. Read more Mantle docs in our knowledge base.
Why automate Mantle to Google Docs?
Mantle to Google Docs automations get more done in less time. Automate the everyday tasks holding back your potential growth.
Enrich Slack Notifications with User Data
Automatically enhance Slack event notifications by merging Shopify app installation alerts with additional user details from other sources. Gain a more complete view of new users in real time.
Build a Unified Merchant Search Tool
Recreate and enhance your internal search tools using Mantle’s while integrating multiple data sources. Empower teams to quickly access and analyze merchant information without switching platforms.
Automate User Tagging for New Installs
Tag users automatically when they install the app, ensuring they are properly categorized for onboarding, support, and marketing follow-ups. Improve segmentation and streamline workflows.
Automated proposal generation from CRM deals
When a sales opportunity reaches "proposal stage" in your CRM, automatically create a new Google Doc from your proposal template, populate it with the prospect's company details, pricing, and custom requirements, then share it with the assigned sales rep. Reduce proposal creation time from hours to minutes.
Weekly performance report creation
Every Monday morning, automatically generate a new Google Doc that pulls in your key metrics from the previous week—sales figures, website traffic, support tickets resolved—then formats them into a professional report and shares it with leadership. Eliminate repetitive manual reporting tasks.
New hire onboarding packet assembly
When a new employee is added to your HR system, automatically create a personalized onboarding Google Doc that includes their role-specific checklist, team contacts, first-week schedule, and company policies, then share it with the new hire and their manager. Ensure consistent, complete onboarding for every team member.
Automate your work in less clicks
MESA makes automation achievable so you can multiply your impact without multiplying the work.
Try MESA for free 7-day trial included. Cancel anytime.Expert support included
MESA includes hands-on support from automation experts who know how to get things done.
Free workflow setup
Book a session and we'll build your first workflow with you—live. Most merchants walk away with automation saving 5+ hours/week.
Fast response times
Average first response: Same day, Critical issues: Immediate escalation
Complex builds: 24-48 hours
Managed services available
Personalized workflow reviews, and quarterly check-ins to identify new automation opportunities as your business grows.
Real humans, always
Live chat with real automation experts (not bots). Email support monitored 9am-5pm PST. Google Meet sessions for complex workflows.
