Airtable + Documentero

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.

  1. When this happens...
    AirtableAirtable
    New Record

    Triggers when a new record is created or new or existing records when first added to a selected view.

    TriggerPolling
  2. automatically do this!
    DocumenteroDocumentero
    Generate Document

    Generate Word, Excel or PDF Document based on Document Template

    ActionWrite
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Supported triggers and actions

    • Help Text

    • BaseRequired

    • TableRequired

    • Last modified time columnRequired

    • Limit to view

    • Include file contents?

    Trigger
    Polling
    Try It
    • BaseRequired

    • TableRequired

    Action
    Write
    • NameRequired

    • Workspace IDRequired

    • Number of TablesRequired

    Action
    Write
    • BaseRequired

    • Table NameRequired

    • Table Description

    • Primary Field Name

    • Primary Field Type

    Action
    Write
airtable logo
airtable logo

About Airtable

Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.
Learn more

Related categories

  • Databases

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documentero logo
documentero logo

About Documentero

Documentero is a cloud service that can generate simple and advanced Word, Excel or PDF documents based on .docx / .xlsx templates.
Learn more

Related categories

  • Documents