Create a Document from a Template containing data from a record in Airtable
Software used in this automated workflow example
Summary
Detailed explanations
Step by step instructions
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Create a new scenario in Make (formerly Integromat) and select the following trigger module:
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Select your Airtable account from the drop-down list. If you have not connected your Airtable account to Make (formerly Integromat) yet, you will be prompted to do so.
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Fill in the required fields and click Continue.
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In the next step, select the action module:
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Select your Google Drive account from the drop-down list. If you have not connected your Google Drive account to Make (formerly Integromat) yet, you will be prompted to do so.
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Fill in the required fields and click Continue.
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In the next step, select the action module:
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Select your Gmail account from the drop-down list. If you have not connected your Gmail account to Make (formerly Integromat) yet, you will be prompted to do so.
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Fill in the required fields and click Continue.
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In the next step, select the template you want to use for the document.
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Select the values you want to insert into the document and click Continue.
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In the next step, click the Run button.
Business use case example
You can use this scenario to automatically generate documents from templates and send them to Gmail as PDFs. This can be used, for example, to generate invoices, contracts, or any other type of document.