Automatically generate customized documents from Airtable

Sometimes functionality of an Airtable page designer is not enough to deal with document generation. If you’re looking for a solution that will help you to create customized documents of various formats from Airtable data, you’re in the right place.

Plumsail Documents provides an Airtable integration. With its help, creating Word and Excel documents, PowerPoint presentations, HTML, and PDF files from your favorite apps is a matter of minutes.

Ready-to-use example of how to create contracts from Airtable deals

We’ve described how to automatically generate a purchase agreement from Airtable data with Plumsail Documents..

Here is a Word purchase agreement template that Airtable data will populate:

We set the document generation process to fill in our DOCX template, convert it to PDF, and send the resulting file via Gmail.

To run the process, select one or more Airtable records and click the Plumsail Documents button.

Here is a detailed instruction — How to generate a purchase agreement from Airtable data.

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If you hit a snag, visit our community or post your question there.