Template Filler

Fills spreadsheet templates with data using AI.

Overview

The Template Filler node uses AI to intelligently map data into a spreadsheet template. You provide data and natural language instructions describing how to fill the template, and the AI places values in the correct cells.

Use it to:

• Generate reports from pre-formatted spreadsheet templates
• Fill monthly/quarterly summary templates with fresh data
• Create per-client or per-category reports from a single template
• Populate formatted spreadsheets without manual data entry

Parameters

Parameter	Description	Required
Worksheet Name	Worksheet containing the template	Yes
Data	JSON data to fill the template with (object or array)	Yes
Instructions	Natural language description of how to map data to the template	Yes
Allow Overwrite	Overwrite existing cell content (default: off)	No
Create New Tab	Create a new tab instead of modifying the original template	No
New Tab Name	Name for the new tab (auto-generated if empty)	No
Highlight Color	Background color for filled cells	No
Lido Spreadsheet URL	Override the default spreadsheet	No

Worksheet Name

Select the worksheet that contains your template layout. The worksheet defines the structure — headers, labels, formatting — and the AI fills in the data cells.

Data

JSON data to map into the template. Can be a single object or an array of objects:

{
  "revenue": 150000,
  "expenses": 120000,
  "month": "January 2024"
}

Use expressions to pass item data: {{$item.data}}

Instructions

Natural language instructions telling the AI how to map the data to the template:

• "Fill the monthly summary table with revenue and expenses. Put the month in cell B1."
• "Map each product to a row in the product table, matching product names to the first column."
• "Fill cells B2-B12 with monthly revenue values from the data array."

Allow Overwrite

By default, the AI only fills empty cells. Enable this to allow overwriting cells that already have content.

Create New Tab

When enabled, the template worksheet is duplicated into a new tab, and the new tab is filled instead. This preserves the original template for repeated use.

Settings

Setting	Description
Execution Mode	Once per item (default) or Once
Output Mode	How to output results when running once
Batch Size	Items to process concurrently (1-5, default 1)
Stop on Error	Stop workflow on failure

Output

{
  "status": {
    "totalEdits": 15,
    "appliedEditsCount": 12,
    "skippedEdits": 3,
    "worksheetName": "Report-Jan",
    "sourceWorksheetName": "Report Template",
    "createdNewTab": true,
    "edits": [{ "row": 2, "column": 2, "value": 150000 }]
  }
}

Access in expressions:

• Edits applied: {{$item.data.status.appliedEditsCount}}
• Target worksheet: {{$item.data.status.worksheetName}}
• Whether new tab was created: {{$item.data.status.createdNewTab}}

Examples

Fill Monthly Report Template

[Scheduled Trigger] → [Get Table] → [Aggregate] → [Template Filler]

1. Aggregate data for the month
2. Set Data to the aggregated result
3. Instructions: "Fill the monthly summary table with the provided sales data, matching product names to rows and months to columns."

Create Per-Client Reports

[Get Table (clients)] → [Template Filler (create new tab per client)]

1. Enable Create New Tab
2. Set New Tab Name to {{$item.data.clientName}}
3. Each client gets their own copy of the report template

Fill a Budget Template

[Manual Trigger] → [Get Table (budget data)] → [Template Filler]

Instructions: "Map the budget line items to the appropriate rows, matching category names. Put Q1 values in column B, Q2 in column C, etc."

Tips

• Write clear, specific instructions for the AI to map data accurately
• By default, only empty cells are filled — enable Allow Overwrite if needed
• Use Create New Tab to preserve the original template for repeated use
• The Highlight Color option helps visually identify AI-filled cells
• Test with a single item first to verify the AI maps data correctly
• Keep template worksheets well-structured with clear labels for best AI performance