AITable.ai + Documentero
Create and email documents in Documentero when new records are added in AITable.ai
Simplify your document generation process with AITable.ai and Documentero. When a new record pops up in AITable.ai, this workflow creates a document in Documentero and promptly emails it as an attachment. Enjoy a streamlined operation, freeing up time and resources to focus on more important tasks.
Simplify your document generation process with AITable.ai and Documentero. When a new record pops up in AITable.ai, this workflow creates a document in Documentero and promptly emails it as an attachment. Enjoy a streamlined operation, freeing up time and resources to focus on more important tasks.
- When this happens...New Record
Triggers when a new record is created in the datasheet, the zap will start running.
- automatically do this!Generate Document and Send as Email Attachment
Generate Word, Excel or PDF Document based on Document Template and sends it to the specified email as an attachment.
- Free forever for core features
- 14 day trial for premium features & apps
New Form
Triggers when a form is submitted and received, the zap will start running.
Try ItCreate a Record
Create a new record.
Record IDs
Field IDs Or Field Names
MaxRecords
PageNum
PageSize
FilterByFormula
CellFormat
FieldKey
EmailRequired
Email CC
Email BCC
Email Subject
Email Message
Email Footer
Email Sender
New Record
Triggers when a new record is created in the datasheet, the zap will start running.
Try ItUpdate a Record
Update a record.
Generate Document
Generate Word, Excel or PDF Document based on Document Template