Generate Excel from Airtable records using Plumsail Documents extension
This guide shows how to generate Excel files directly from Airtable records using the built-in Plumsail Documents extension. You’ll set up an Excel template, configure the extension in your base, and export invoices or reports in one click, without leaving Airtable.
Key Actions
Add the Plumsail Documents extension to Airtable
Set up Excel template and generation process in Plumsail Documents
Add an Airtable button to trigger Excel export
Click the button to populate Excel template with Airtable data
Benefits
Generate Excel documents with one click
Use formulas, formatting, and conditional logic in templates
Create invoices, reports, and tables from live Airtable data
Keep all documents attached to records inside your base
Save time and eliminate copy-paste errors