**Stop writing the same document 150 times.**

The only document merge tool with SmartPrompt — AI that reads your template and writes the prompt for you. No prompt engineering, no complex syntax, no setup. SmartMerge AI takes your Google Sheets™ data, merges it with a Google Doc™ template, and uses Gemini™ 2.0 Flash AI to generate unique, bespoke content for every single row. Just documents that make people feel seen.

Legacy merge tools fill in blanks. SmartMerge AI fills in understanding.


━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
THE PROBLEM
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

If you've used document merge tools before, these might sound familiar:

"Why did my merge job just stop working?" — Legacy tools fail silently, leaving you scrambling to figure out what went wrong and which rows were affected.

"I spent 4 hours manually fixing broken tags" — Dated interfaces with manual tag-to-column mapping waste time you don't have. One mismatched tag and your entire batch produces garbage.

"IT blocked it because it wants full access to my entire Drive" — Overly broad permissions create security concerns that get add-ons blocked at the organizational level.

SmartMerge AI was built from the ground up to solve all three problems: pre-flight validation catches errors before they happen, smart mapping eliminates manual tag work, and the narrow drive.file scope means we never access more of your Drive than the files you select.


━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
HOW IT WORKS — A GUIDED 5-STEP WIZARD
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

SmartMerge AI walks you through every merge with a clean, step-by-step wizard. No confusing configuration screens. First-time users complete their first merge in under 5 minutes.

STEP 1 — PICK A TEMPLATE
Choose any Google Doc™ as your merge template using the built-in Google Picker™. Use tags like {{First Name}} or {{Company}} in your template to mark where spreadsheet data should appear. Your templates stay in your Google Drive™ — SmartMerge only accesses the files you explicitly select.

STEP 2 — MAP YOUR FIELDS
SmartMerge's smart mapping engine automatically detects every tag in your template and matches it to the corresponding column in your spreadsheet. Smart suggestions in seconds — not hours of manual configuration. For edge cases, review and adjust the mapping before moving on.

STEP 3 — ADD AI PERSONALIZATION (OPTIONAL)
Enable AI and SmartMerge uses your template structure to auto-generate an optimized prompt — a feature called SmartPrompt. Where other tools make you write complex prompt syntax from scratch (10-15 minutes of setup), SmartMerge writes the prompt for you (0 minutes). A real-time prompt quality analyzer scores it (0-100) and suggests improvements. Customize the prompt if you prefer, or use the auto-generated version as-is.

Preview AI-generated content for your data before running the full merge. See exactly what the AI will produce — and approve it — before committing.

AI personalization is entirely optional. You can run a standard mail merge without any data being sent to an AI service.

STEP 4 — PRE-FLIGHT VALIDATION
Before a single document is created, SmartMerge checks your entire setup:
- Is the template still accessible?
- Are all tags mapped to valid columns?
- Does every row have the data it needs?

Errors are flagged with specific row numbers and clear explanations so you can fix issues before they become problems. No more discovering a typo on row 87 after you've already merged 150 documents.

STEP 5 — MERGE AND EXPORT
Hit merge and watch your personalized documents appear with real-time progress tracking. Each row processes independently — one bad row never takes down the entire batch. SmartMerge handles everything:
- Google Docs™ output with all your data and AI content merged in
- PDF export for ready-to-share documents (Pro plan and above)
- Automatic batch organization — merges of 50+ documents are sorted into subfolders
- ZIP download for large batches
- Retry failed rows without re-running the entire merge


━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
KEY FEATURES
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

SmartPrompt — Zero-Setup AI
SmartMerge reads your template, identifies each section, infers the intent behind it, and writes an optimized AI prompt automatically. You spend zero minutes on prompt engineering. Other merge tools with AI require you to learn custom syntax or build prompts from scratch. SmartMerge just works.

AI Preview Before You Commit
Preview AI-generated content for your first row before committing to the full batch. See exactly what your recipients will receive. Approve or adjust before any documents are created.

Pre-Flight Validation with Row-Level Errors
Comprehensive checks catch every issue before your merge starts. Template accessibility, column mapping completeness, and data integrity are all validated row by row. You get specific error messages tied to specific rows — not vague warnings after the fact.

Template-Aware Multi-Section AI
SmartMerge doesn't generate one blob of AI text. It detects the sections in your template (Summary, Recommendations, Comments) and generates contextually appropriate content for each section independently — using the data from each row.

Real-Time Progress Tracking
Watch your merge happen row by row with a live progress bar. See which rows succeed, which fail, and why — as it happens. No silent failures.

Smart Column Mapping
Template tags are automatically matched to your spreadsheet columns. SmartMerge detects {{tags}} in your Google Doc™ and maps them to the right headers. No manual configuration needed for standard setups.

PDF Export
Generate PDFs directly from your merged documents with one click. Available on Trial, Pro, Premium, and Team plans.

PDF Password Protection
Protect your exported PDFs with a password before sharing. Recipients need the password to open each PDF. Available on Premium and Team plans.

Batch Processing and Auto-Organization
Merge hundreds of documents in a single operation. Large merges (50+ documents) are automatically organized into manageable subfolder batches. Download everything as a ZIP file.

Merge Scope Control
Choose to merge all rows or only new rows that haven't been processed yet. If some rows fail, retry just those rows without re-running the entire merge.

Persistent Credit Visibility
Always know exactly where you stand. Your remaining AI personalization balance is visible throughout the workflow — not buried in a settings page.

Estimated Time Savings
Each AI-personalized document saves 8-12 minutes of manual writing. After each merge, SmartMerge shows you how much time the automation saved. With 100 documents per month, that's 15+ hours back.


━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
WHO IS SMARTMERGE AI FOR?
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

Educators and School Administrators

Create personalized student progress reports, parent communication letters, certificates, and recommendation letters. Instead of writing the same comments 30 times, let AI generate unique, contextual feedback for each student.

Example: A teacher with 15 students and 12 data columns (grades, conduct, strengths, growth areas) creates a Google Doc™ template with tags like {{First Name}}, {{Math Grade}}, {{Strength Area}}. SmartMerge maps the tags, SmartPrompt writes the AI instructions, and every student gets a personalized letter:

  Sarah (Math: A, Science: A-) — "Fantastic work this term, Sarah! Your A in Mathematics and A- in Science reflect your exceptional problem-solving skills and creative approach to lab work..."

  Marcus (Math: C+, Science: B) — "Marcus, I can see you working hard this term. Your Science grade improved to a B — that hands-on curiosity is paying off. Let's channel that same energy into Math next term..."

Every comment is different. Every comment references that student's actual data. Every comment reads like the teacher wrote it personally.

Small Businesses and Consultants

Generate personalized proposals, client reports, invoices, and outreach documents at scale. Each document reads like it was written individually for the recipient — because the AI uses their specific data to craft the content.

Nonprofits and Community Organizations

Produce personalized donor acknowledgments, volunteer recognition letters, grant reports, and fundraising appeals. Personalization at scale helps build stronger relationships with supporters.

Teams and Departments

Any team that creates repetitive documents from spreadsheet data — HR onboarding packets, sales proposals, project status reports — benefits from automated merge with optional AI personalization.


━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
SWITCHING FROM ANOTHER MERGE TOOL?
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

Coming from a legacy merge tool with no AI?
SmartMerge AI gives you everything you're used to — Google Sheets™-to-Google Docs™ merge, batch processing — plus AI personalization, PDF export (Pro+), PDF password protection (Premium+), pre-flight validation that catches errors before they happen, and a modern wizard interface. No more silent failures.

Coming from a tool that charges $4+ per AI credit?
SmartMerge AI lets you personalize up to 30 documents with AI for $3.99/month. That's the full Starter plan — not a per-credit surcharge.

Coming from a $49/month document automation platform?
SmartMerge AI delivers AI-powered document generation starting at $3.99/month. Purpose-built for spreadsheet-to-document merge without the complexity of a full workflow platform.


━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
SECURITY AND PRIVACY
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

SmartMerge AI is designed with security as a priority.

Narrow OAuth Scope (drive.file)
SmartMerge uses the drive.file scope, which means it can only access Google Drive™ files you explicitly select through the file picker. It cannot browse, read, or modify any other files in your Google Drive™. Most competing tools request broad Google Drive™ access — SmartMerge does not. This makes SmartMerge suitable for schools and organizations with strict IT policies.

AI Data Handling
AI personalization uses Google's Gemini™ 2.0 Flash model. Your spreadsheet data is sent to the Gemini™ API only during active merge operations when AI is enabled. No data is permanently stored by the add-on beyond your active session settings. AI personalization is entirely optional — standard merges send no data to any AI service.

Per-Spreadsheet Isolation
Merge settings (template selection, column mapping, prompts) are stored per-spreadsheet. Opening SmartMerge in a different spreadsheet starts a clean configuration.

No External Data Collection
SmartMerge AI does not collect, store, or transmit your data to any third-party analytics or advertising service.

Privacy Policy: https://getsmartmerge.com/privacy
Terms of Service: https://getsmartmerge.com/terms


━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
PRICING
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

Start with a free 7-day trial — full access to every feature, including up to 30 AI-personalized documents. No credit card required.

After your trial, choose the plan that fits:

FREE — $0/month
Basic mail merge without AI. Smart mapping, pre-flight validation, and the full 5-step wizard included.

STARTER — $3.99/month ($39.99/year)
Personalize up to 30 documents with AI each month. Google Docs™ output.

PRO — $8.99/month ($89.99/year)
Personalize up to 100 documents with AI each month. PDF export + full batch processing.

PREMIUM — $19.99/month ($199.99/year)
Personalize up to 300 documents with AI each month. PDF password protection included.

TEAM — $49.99/month ($499.99/year)
Personalize up to 1,000 documents with AI each month.

Annual billing saves 17% on every plan.

Visit https://getsmartmerge.com for complete pricing details.


━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
GETTING STARTED
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

1. Install SmartMerge AI from the Google Workspace™ Marketplace
2. Open any Google Sheets™ spreadsheet with your data
3. Go to Extensions > SmartMerge AI > Open
4. Follow the 5-step wizard to create your first merge

New to mail merge? SmartMerge includes sample data generators — install the add-on, create a sample spreadsheet and template with one click, and run your first merge in under two minutes.

Questions or feedback? Visit https://getsmartmerge.com/support

Google Sheets™, Google Docs™, Google Drive™, Google Workspace™, Google Picker™, and Gemini™ are trademarks of Google LLC.