Automate Document Creation (incl. Line Items)

I would like to introduce DocsAutomator to you — the app to solve all your Airtable document creation needs :)

Hi friends of Airtable,

today’s newsletter is about automating document creation. Ever since I started working with Airtable in my own companies, document creation has been a constant need and problem for me. The trickiest bit has always been to include dynamic lists or line items (for instance on invoices with varying amounts of products on the invoice).

To solve this, I’ve implemented solutions with HTML, Zapier, Make, Google Apps Script and a variety of other tools. All kind of worked in the end, but none really satisfactory.

That’s why I set out and built my own no-code document automation tool: DocsAutomator

DocsAutomator is on a mission to build the easiest solution for turning any data into Google Docs and PDF. Its first integration is — of course — Airtable!

So how does it work?

Go to docsautomator.co and sign up. Then, under settings, you’ll need to add your Airtable and Google accounts. You’ll then create a document template in Google Docs, connect your Airtable base, add your Google Docs template URL and map your Airtable data fields to your Google Docs placeholders. Last bit is to integrate a small script (just copy/paste) in Airtable to send document creation requests to DocsAutomator and receive your PDF in an attachment field in Airtable. All of this should take 10 minutes, depending on whether you already have a template for your document.

I’ve recorded a complete walkthrough here on my YouTube channel:

Or you’ll be able to find explanations on DocsAutomator’s Knowledge Base

Should you need any help with setup or integrating DocsAutomator into your existing setup, please schedule a call here: DocsAutomator integration / onboarding call