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How to Automate Google Docs to Mailchimp (Step-by-Step with Knack, Zapier, and AI Tools)

  • Written By: Knack Marketing
How to Automate Google Docs to Mailchimp (Step-by-Step with Knack, Zapier, and AI Tools)

Streamlining workflows across different platforms is essential for modern marketing teams looking to move faster, reduce errors, and scale efficiently. 

Connecting two frequently used tools—Google Docs and Mailchimp—can save significant time and help marketers work smarter by automating content creation, email campaigns, and audience updates. Thanks to no-code automation tools like Knack, Zapier, and browser extensions such as Magical, this kind of integration is now accessible to anyone, with no programming required. 

In this guide, we’ll walk you through the most successful methods, real-world industry examples, and key considerations for building secure, compliant automations that deliver measurable results.

Key Takeaways: Google Docs to Mailchimp Automation

  • Integrating Google Docs and Mailchimp streamlines content creation, approvals, and email delivery, saving significant time compared to using the platforms independently.
  • Teams have multiple integration options—Knack, Zapier, the Magical Chrome Extension, APIs, and other tools—with each offering different levels of complexity and flexibility.
  • While Zapier efficiently moves data between platforms, Knack manages and organizes it, making a combination of both an optimal approach for Google Docs–Mailchimp workflows.

Why Connect Google Docs to Mailchimp with Knack?

Many teams integrate Google Docs with Mailchimp to streamline content creation and deployment, helping save time and reduce manual errors across campaigns. Without this connection, workflows often become fragmented, slow, and prone to mistakes. 

Knack bridges this gap by enabling no-code automation, helping marketers and content teams work more efficiently by using these platforms together in a unified, scalable system.

What Is a Google Docs to Mailchimp Integration Using Knack?

A Google Docs–Mailchimp integration with Knack is an automated workflow where content or data created in Google Docs is stored, structured, and approved in Knack, then pushed into Mailchimp campaigns or audiences. Here, Knack is used to centralize data and create logic between systems, while its no-code platform makes this far easier and faster than traditional custom development. 

For example, a SaaS marketing team might draft campaign copy in Google Docs, route it through Knack for approval and segmentation, and then automatically publish it into Mailchimp email campaigns.

Benefits and Common Use Cases of Google Docs–Mailchimp Automation

Outside of the initial implementation—which is made exceedingly simple with Knack’s intuitive interface—a Google Docs–Mailchimp connection requires minimal manual effort while delivering major benefits, including centralized data, reduced errors, built-in approval workflows, scalability, and full auditability.

Once integrated, these platforms can support a wide range of use cases, including:

  • Drafting in Google Docs → storing in Knack → auto-creating in Mailchimp: Teams write email content in Google Docs, route it through Knack for approval, and automatically publish it to Mailchimp.
  • Managing subscriber lists or campaign metadata: Knack becomes a centralized, structured database for audience data, segments, and campaign details that sync to Mailchimp.
  • Tracking performance inside Knack: Marketing teams monitor approvals, send status, and key metrics from Mailchimp within a unified Knack dashboard.
  • Standardizing campaign templates and content blocks: Approved email templates stored in Knack can be reused across campaigns and pushed into Mailchimp consistently.
  • Coordinating multi-team content workflows: Content, legal, and marketing teams collaborate in Knack to review and approve Google Docs content before it’s sent through Mailchimp.

Tools That Connect Google Docs to Mailchimp

While Knack is preferred by teams seeking an easy-to-use, secure backend, there are also several other integration options available to connect Google Docs and Mailchimp. Teams should identify their specific needs and evaluate the following options to determine which approach best aligns with their planned use cases.

Knack: The No-Code Data and Workflow Hub

Knack is among the most popular backends for connecting Google Docs and Mailchimp because it provides a secure and easy-to-use system for managing the data and workflows that power marketing operations. It acts as the structured hub where documents, campaign metadata, subscriber records, approvals, and activity logs are stored and organized, creating a reliable single source of truth. 

With built-in forms, granular permissions, automated workflows, and customizable dashboards, Knack enables teams to design secure processes, enforce approval controls, and gain real-time visibility—making it both highly functional and accessible for non-technical users.

Zapier: The Leading No-code Automation Platform

Zapier works hand-in-hand with Knack to support Google Docs–Mailchimp integration, helping automate data movement between platforms while Knack manages and structures that data. It connects Google Docs and Mailchimp through automated workflows called Zaps, where triggers in one platform prompt actions in another, requiring no coding and seamlessly supporting Knack’s centralized workflow and approval processes.

Offering features like customizable triggers and actions, along with a library of popular automation templates, Zapier allows teams to quickly set up recurring tasks—such as sending updated documents to Mailchimp or syncing subscriber information—without the need for complex backend systems.

Magical Chrome Extension: Fast, Manual Google Docs to Mailchimp Transfers

The Magical Chrome Extension is a lightweight tool that allows users to quickly move data fields from Google Docs into Mailchimp, offering a fast, browser-based alternative to dedicated platforms like Knack and Zapier. After installing the extension, users can label data fields, map them to Mailchimp audiences or campaigns, and follow workflow tips to automate simple tasks without leaving their browser. 

While Magical can be faster and easier to use for straightforward transfers, it may fall short for teams that need complex approval workflows or advanced security features, making it less suitable for larger or highly regulated operations.

Alternative Integration Methods: APIs, CRMs, and Databases

For teams seeking more flexibility and control, coding-based integrations using APIs allow developers to directly connect Google Docs and Mailchimp by writing custom scripts that send and retrieve data between the platforms. However, it’s important to note that this method requires technical expertise and ongoing maintenance, making it more complex compared to no-code platforms.

If your team has the tools and time at their disposal to accommodate this approach, it may be worth considering. If not, other possible options include:

  • HubSpot: HubSpot’s marketing platform can connect Google Docs and Mailchimp by syncing content and audience data, enabling automated campaigns while keeping contacts and engagement metrics centralized.
  • WordPress: Teams using WordPress can integrate Google Docs content into Mailchimp newsletters via plugins or automation tools, streamlining blog-to-email workflows.
  • Airtable: Airtable acts as a flexible database to store and organize Google Docs content and subscriber lists, which can then be synced to Mailchimp for targeted campaigns.
  • Google Apps Script: Google Apps Script allows custom scripts to automate the transfer of data from Google Docs to Mailchimp, offering a code-based solution for teams comfortable with scripting.

How Automations Work: Triggers, Actions, and Workflow Builders

It’s vital that marketing teams understand how automations between Google Docs and Mailchimp work so they can set up workflows that reliably trigger the right actions and avoid errors or bottlenecks. No-code, visual workflow builders make configuring these triggers and actions easier than ever, allowing teams to design, test, and adjust automations without needing technical expertise.

Trigger Events: What Starts the Workflow

In automated workflows, a trigger is the event that initiates the entire process, acting as the starting point from which the workflow expands. Once a trigger occurs, it sets off a series of predefined actions, moving data between platforms, updating records, or sending notifications automatically. 

Common trigger events include creating or updating a Google Doc, detecting specific keywords in a document, creating or opening a Mailchimp campaign, or changes to subscriber lists. These triggers allow teams to automate routine tasks—such as pushing approved content from Google Docs to Mailchimp or tracking engagement—ensuring workflows run efficiently and consistently without manual intervention.

Actions: What Happens Next in Mailchimp

Each trigger in Google Docs results in a corresponding action in Mailchimp, but this can only happen through a seamless integration that reliably passes data between the two platforms. Actions that can be automated in Mailchimp include adding or updating subscribers, creating campaigns, applying tags, or generating reports—all triggered by events in Google Docs such as document creation or updates. 

To ensure these workflows function correctly and avoid errors, users should test their automations thoroughly before a full rollout, confirming that every trigger in Google Docs produces the intended action in Mailchimp.

Visual Workflow Builders: No-code Automation in Action

Visual workflow builders like Knack and Zapier simplify complex automations by allowing users to set up workflows step-by-step using intuitive, often drag-and-drop interfaces, without any coding knowledge. 

For example, a marketing team could use Knack’s table views to store Google Docs drafts, forms to submit content for approval, workflows to automate the transition from “pending” to “approved,” and actions to push the finalized content into Mailchimp as a new campaign—all configured visually without writing code. In contrast, a code-based API integration requires custom development to connect the platforms, which is far more time-consuming and costly.

Common Google Docs to Mailchimp Automation Scenarios

Whether your focus is on general content marketing, audience segmentation, or specialized industry needs, a seamless and secure Google Docs–Mailchimp integration can deliver substantial time savings and enhanced efficiency. With Knack’s data centralization and workflow automation capabilities, teams across various sectors enjoy the flexibility to adapt to a wide range of use cases.

Content Marketing & Newsletter Automation

By syncing Google Docs and Mailchimp, teams can draft content in Google Docs, route it through an approval workflow in a platform like Knack or Zapier, and automatically launch newsletters or campaigns once approved. 

For instance, an e-commerce marketing team might create a holiday promotion draft in Google Docs, have it reviewed and approved in Knack, and then automatically generate a Mailchimp campaign targeting segmented customer lists. Without this integration, the team would need to manually copy content, track approvals in separate documents or emails, and create campaigns in Mailchimp, increasing the risk of errors and slowing down the process.

Audience and Subscriber Management Automation

With Google Docs–Mailchimp automation, teams can manage audiences by automatically updating contact lists, applying tags, and segmenting subscribers based on changes or new data entered in Google Docs. Real-time syncing is critical for marketing teams, as waiting to manually export and update contacts in bulk can result in missed engagement opportunities and added manual workload. 

This automated process ensures that new leads or customers are engaged promptly, while existing subscribers consistently receive content tailored to their interests.

Industry Examples: Healthcare and Financial Services

Many specialized or highly regulated industries face strict data security and compliance requirements, making the use of a secure platform like Knack essential for integrating Google Docs and Mailchimp.

For a healthcare marketing team, a workflow may include drafting patient education newsletters in Google Docs, using Knack to ensure HIPAA-compliant approvals and track audit logs, and automatically sending tailored campaigns via Mailchimp to segmented patient groups. 

In a finance environment, an investment advisory firm could create market updates in Google Docs, manage subscriber lists and regulatory approval workflows in Knack, and automatically deliver personalized Mailchimp campaigns to clients while generating compliance reports for auditing purposes.

Using AI to Enhance Google Docs to Mailchimp Workflows

Recent advances in AI have made Google Docs–Mailchimp integrations more powerful and easier to configure, enabling more streamlined processes and smarter overall content management. Knack serves as the orchestration layer for these AI-driven workflows, supporting both straightforward and more sophisticated automations with secure, centralized control.

Using AI to Enhance Google Docs Content

Modern AI can now assist in generating drafts, creating summaries, and personalizing content directly within Google Docs, streamlining the content creation process for marketing teams. Generative AI powers this process by analyzing input prompts to produce relevant text, making it essential for users to master the art of prompting to achieve accurate and context-appropriate outputs. 

Once generated, this content can be centrally stored and structured in Knack before distribution through Mailchimp, ensuring quality control and approval workflows for optimal results.

Advanced AI Automations via Knack

Some AI workflows between Google Docs and Mailchimp may be more sophisticated, involving multiple transformation steps before content reaches the audience. In these scenarios, teams can use AI to rewrite, summarize, or personalize content, or enrich data before it’s reviewed and approved in Knack and then sent to Mailchimp. 

Specialized marketing teams—such as enterprise content or customer experience teams—frequently deal with these types of processes. An e-commerce team, for example, might generate product promotion copy in Google Docs using AI, have Knack automatically structure and tag the content for audience segments, apply AI-driven personalization, and then deploy tailored campaigns through Mailchimp, ensuring every subscriber receives optimized messaging based on their interests and behavior.

Step-by-Step Setup: Google Docs to Knack to Mailchimp

While setting up a Google Docs–Mailchimp connection does require some initial effort, the time invested is typically significantly outweighed by the long-term ROI in efficiency and engagement. By following the tips and best practices outlined below, readers can ensure their integration is implemented smoothly and delivers maximum value.

Connect Google Docs → Knack → Mailchimp

Using Knack as the intermediary between Google Docs and Mailchimp is quick and simple, even for users with minimal technical experience. The entire process can be completed in just four easy steps:

  • Trigger Selection: Choose the event in Google Docs, such as creating or updating a document, that will initiate the workflow in Knack.
  • Field Mapping: Define how data from Google Docs—like content, metadata, or subscriber information—corresponds to fields in Knack and Mailchimp.
  • Testing: Run the workflow in a controlled environment to ensure triggers correctly initiate actions and data flows accurately between platforms.
  • Activation: Once testing is successful, activate the workflow so that approved content or updates automatically sync from Google Docs through Knack to Mailchimp in real time.

API Integration Tips for Developers

While integrating Google Docs and Mailchimp through APIs is more resource- and time-intensive, it can be a worthwhile approach for teams with access to a professional developer who can build and maintain a custom solution. 

Here, developers typically follow five key steps to ensure a seamless connection between platforms:

  • API Access and Authentication: Obtain API keys or OAuth credentials for both Google Docs and Mailchimp to securely authorize data exchange between the platforms.
  • Define Workflow Logic: Plan the triggers and actions, specifying which Google Docs events should prompt Mailchimp actions like updating subscribers or creating campaigns.
  • Develop Scripts or Code: Write custom scripts or applications to handle data retrieval from Google Docs, transformation or processing, and submission to Mailchimp via their APIs.
  • Testing and Debugging: Run the integration in a test environment to verify that triggers correctly initiate actions, data is accurately transmitted, and errors are handled.
  • Deployment and Monitoring: Deploy the finalized scripts to a production environment and monitor for issues, maintaining the integration with updates or adjustments as needed.

Knack APIs can also be used to create real-time, custom workflows by programmatically sending or retrieving data between platforms whenever specific events occur.

Compliance, Security, and Privacy When Integrating Google Docs and Mailchimp

Many marketing teams, especially those in highly regulated industries, may have legal concerns about automating workflows and transferring sensitive data between platforms. Fortunately, by choosing secure tools and following a set of proven best practices, you can ensure your data remains protected and that all activities comply with relevant regulations.

Data Security Standards (GDPR, SOC 2, etc.)

Data security standards such as GDPR and SOC 2 set strict requirements for how personal and sensitive data can be collected, stored, and shared between integrated platforms. Tools like Knack and Mailchimp address these standards through features like encrypted data storage, role-based access controls, audit logs, and secure API connections, helping teams manage consent and data handling responsibly. 

In highly regulated sectors like healthcare and finance, additional regulations—such as HIPAA and FINRA or PCI—apply, and Knack offers HIPAA-compliant functionality, providing the necessary capabilities to help organizations meet these stricter requirements while safely integrating Google Docs and Mailchimp.

Tips for Protecting Sensitive Data

To help ensure regulatory compliance and maintain the trust of your leads and customers, teams should follow procedures that support safe and responsible data sharing between platforms. When used together, the tips highlighted below protect sensitive information from both internal and external threats while ensuring that all individuals retain control over how their data is collected and used:

  • Use Role-Based Access Controls: Limit who can view, edit, or approve content in Knack and Mailchimp to ensure only authorized team members handle sensitive data.
  • Encrypt Data in Transit and at Rest: Enable encryption for all data transfers and storage to protect subscriber lists, documents, and personal information from unauthorized access.
  • Implement Audit Logs: Track all changes, approvals, and data movements within Knack and Mailchimp to maintain accountability and quickly identify any security issues.
  • Obtain and Manage Consent Properly: Ensure that all subscribers or contacts have provided explicit consent, and clearly document permissions for data use in compliance with regulations like GDPR.
  • Regularly Review and Update Workflows: Periodically check automated integrations and workflows to remove outdated data, update access permissions, and address any potential vulnerabilities.

Pricing and Cost Considerations for Google Docs–Mailchimp Automation

Automating workflows between Google Docs and Mailchimp can deliver substantial cost savings over time, but setting up the integration often involves some reasonable upfront fees for tools or subscriptions. Beyond these initial costs, teams should also consider automation limits and potential upsells, as these factors can significantly affect the total cost of ownership depending on the volume of usage.

Knack Pricing and Scalability

Knack serves as a comprehensive no-code platform, providing advanced workflow automation and data management that are especially valuable for teams with complex needs or plans for future growth. By replacing multiple tools as workflows expand, Knack reduces long-term expenses and eliminates the hassle of switching platforms or redesigning processes as requirements evolve. 

With a range of packages tailored to teams of different sizes and needs, Knack also offers the flexibility to scale up easily, ensuring the platform can easily grow alongside your organization.

  • Starter Plan: $49/user/month
  • Pro Plan: $110/user/month
  • Corporate Plan: $250/user/month
  • Enterprise Plan: Contact for custom pricing

Zapier Free vs Paid Plans

While Zapier offers a free plan, it’s important to note that this plan comes with automation limits and restrictions on task volume. This free tier may suffice for individuals or small teams with basic needs, but most teams will eventually require a paid subscription to support more complex workflows. 

These paid packages start at reasonable base prices, but costs can rise quickly as the number of monthly tasks and automations increases:

  • Professional Plan: $19.99/month
  • Team Plan: $69/month
  • Enterprise Plan: Contact for custom pricing

Mailchimp & Google Docs Limitations

Beyond the costs of your chosen integration method, it’s also important to consider potential expenses associated with Google Docs and Mailchimp themselves. 

Google Docs is included with Google Workspace, which has tiered pricing plans that may limit storage or advanced collaboration features depending on the plan. These start at $3.50/user/month, while you’ll need to reach out to Google for a custom quote on its Enterprise Package.

Mailchimp also offers multiple pricing tiers—from free plans with subscriber and send limits to paid plans that expand contacts and automation capabilities—so teams should ensure their selected plan can accommodate the volume and complexity of automated workflows. 

Scaling Beyond Google Docs and Mailchimp

Teams typically need to scale beyond a Google Docs–Mailchimp integration when their workflows involve multiple tools, such as CRMs or project management systems, to ensure data flows seamlessly across the organization. Knack can accommodate these more complex needs by providing a rich set of powerful features while still keeping workflow design and implementation accessible for non-technical users.

Adding WordPress, HubSpot, Airtable, or CRM Systems

WordPress, HubSpot, Airtable, and CRM systems are often included in automated marketing processes, as they each serve critical roles in content management and customer relationship management. However, the larger a tech stack becomes, the more challenging it is to maintain consistent, accurate data across all platforms, making seamless integrations essential as operations grow. 

Knack addresses this challenge by enabling multi-tool workflows that centralize data and prevent fragmentation, ensuring teams can scale their operations efficiently without losing control or visibility over their information.

Building Multi-Step, Conditional Automations

When building multi-step automations, users must account for additional factors such as branching logic, conditional triggers, and data transformations, which go beyond a standard Google Docs–Mailchimp integration. While this process may seem intimidating at first, a no-code platform like Knack allows users of any technical skill level to design and execute these complex workflows with ease.

For instance, an e-commerce marketing team could draft a seasonal promotion in Google Docs, route it through Knack for approval and product tagging, push the approved content into Mailchimp to send segmented email campaigns, and simultaneously update customer purchase histories and engagement data in HubSpot, ensuring all platforms stay synchronized and the team can track campaign performance in real time.

Conclusion: Build a Scalable Automation Stack with Knack

When Google Docs and Mailchimp are seamlessly connected through Knack, marketing teams can rest easy knowing their workflows are streamlined, secure, and scalable. Here, Google Docs creates your content, Mailchimp delivers your emails, and Knack powers everything in between. Try to start simple with a Knack + Zapier workflow and gradually expand into a fully automated, auditable marketing system that keeps your data organized and campaigns running smoothly. 

Begin building for free today with a 14-day, no-risk trial of Knack and see how effortless connecting your marketing stack can be.

Frequently Asked Questions About Google Docs to Mailchimp Automation

Can Knack replace spreadsheets when automating Google Docs to Mailchimp?

Yes. Knack replaces spreadsheets by storing all your content, subscriber lists, and approvals in one structured database that works seamlessly with Google Docs and Mailchimp.

Do I need coding skills to connect Google Docs, Knack, and Mailchimp?

No. Knack is no-code, and most workflows can be set up with simple visual tools—coding is only needed for advanced custom scenarios.

Why use Knack if Zapier already connects Google Docs and Mailchimp?

Zapier moves data, but Knack manages it—centralizing content, subscribers, approvals, and campaign status so you reduce errors, prevent automation sprawl, and gain reporting, permissions, and compliance features.