Create documents in Documentero from new records in Airtable
Elevate your record management and document generation with this workflow. When you add a new record in Airtable, Documentero receives the information and instantly crafts a corresponding document. With this streamlined process, you eliminate the risk of lost data, save valuable time, and maintain an organized and efficient record system.
Elevate your record management and document generation with this workflow. When you add a new record in Airtable, Documentero receives the information and instantly crafts a corresponding document. With this streamlined process, you eliminate the risk of lost data, save valuable time, and maintain an organized and efficient record system.
- When this happens...New Record
Triggers when a new record is created or new or existing records when first added to a selected view.
- automatically do this!Generate Document
Generate Word, Excel or PDF Document based on Document Template
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BaseRequired
TableRequired
Limit to View
Include attachment content
Try ItBaseRequired
TableRequired
RecordRequired
CommentRequired
Cache Copy
BaseRequired
TableRequired
BaseRequired
TableRequired
Help Text
Primary lookup fieldRequired
Secondary lookup field
Help Text
BaseRequired
TableRequired
Last modified time columnRequired
Limit to view
Include file contents?
Try ItBaseRequired
TableRequired
NameRequired
Workspace IDRequired
Number of TablesRequired
BaseRequired
Table NameRequired
Table Description
Primary Field Name
Primary Field Type