Create a Document from a Template containing data from a record in Airtable

When a new record from Airtable is received, a new document from a template and with values from the record is created and then sent to Gmail as PDF.

Greg Vonf

June 4, 2022

Software used in this automated workflow example

Airtable

Gmail

Integromat

Make

Summary

When a new record is created in Airtable, Make (formerly Integromat) will create a new document from a template and populate it with data from the record. The document will then be sent as a PDF to Gmail.

Detailed explanations

Step by step instructions

Create a new scenario in Make (formerly Integromat) and select the following trigger module:
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.
Fill in the required fields and click Continue.
In the next step, select the action module:
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.
Fill in the required fields and click Continue.
In the next step, select the action module:
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.
Fill in the required fields and click Continue.
In the next step, select the template you want to use for the document.
Select the values you want to insert into the document and click Continue.
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.

Try ready to use workflow template

Create a Document from a Template containing data from a record in Airtable with Make.com (formerly Integromat)