BAEZ TECH SOLUTIONS

In this project, we streamlined the generation of course completion certificates by creating a dynamic Google Docs template—perfectly formatted for automation and ready for seamless PDF output.

🎯 Goal

The client needed a professional, auto-generated certificate template that could be dynamically populated through Zapier. The main objectives were:

Replicate the layout and styling of a custom certificate (including logo, fonts, and formatting) Format the document to A4 paper size Insert dynamic placeholders (e.g., [Name], [CourseTitle1], etc.) to allow automated data entry Output polished PDFs with zero manual editing

🛠 Workflow

1. Template Creation

We designed a Google Docs template that mirrored the original certificate design. This included:

Accurate layout and spacing Embedded brand logo and font styling Table structure for up to 5 courses

2. Dynamic Field Insertion

The template was embedded with square-bracket placeholders, including:

[Name], [LicenseNumber], [Instructor] Course details up to 5 entries: [CourseTitle1], [State1], [Date1], [Hours1] Approval and course numbers by state: [ApprovalCodeCA], [CourseNumberTX], etc. Submission metadata: [SubmissionDate], [ConfirmationID]

3. Zapier Integration

The document was integrated into a Zapier automation using the “Create Document from Template” step. Data from form submissions or a database could instantly populate the certificate and export it as a PDF—ready for delivery.

✨ Impact

This automation eliminated the need for manual certificate editing or formatting. It allowed the client to:

Generate branded, professional PDFs instantly Support varying course counts and state-specific fields Save time and reduce errors by automating certificate creation at scale

Now, what used to take hours per batch takes just seconds.

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