Airtable Extension

Generate/Populate/Merge documents from your Airtable records

Docupilot's Airtable extension allows you to create your Contracts, Sales/Purchase Orders, Invoices, Employment Offer Letters, Real Estate Agreements, Marketing material and many more professional documents in PDF, Word, Powerpoint, Excel and other formats.

https://airtable.com/marketplace/blkTR72VkH3OEjvPX/docupilot

Installation Guide

Step 1: Adding an extension to the base

In the Airtable base, click on the Extensions button present on the RHS. A dialogue box will be displayed. Now, click on the button Add an extension in the dialogue box.

Step 1 adding an extension to the base.

Step 2: Search Docupilot in the Market place

Once the button Add an extension is clicked, a pop-up of Airtable Marketplace will be displayed on the screen. In the pop-up search for Docupilot and click on it.

Step 2: Searching for Docupilot application in the Airtable Market place

Step 3: Selecting Docupilot as the extension

Once Docupilot is selected, the following will be displayed on the screen. Here click on Add extension. After doing so, a small pop-up will be displayed, click on Add extension button on the pop-up too.

Step3: Selecting Docupilot extension from Marketplace

Step4: Setting up the API key

After clicking on Add extension, a pop-up of Docupilot will be displayed consisting of instructions to set up an API key and secret. Follow the steps and set up the key and secret on Docupilot after which click on Get Started button on the pop-up.

Step4: Instructions to setup API key in Docupilot

Step 5: Linking Docupilot and Airtable

On the following page, paste the API key and secret into their corresponding slots and click on save.

Step5: Linking Docupilot and Airtable

Now the Docupilot extension is installed successfully onto the Airtable base.

Document Generation

Step 1: Record and Template selection

After the installation of the Airtable extension to the base, the first step towards document generation would be selecting the record(s) and the template.

Record and template selection

Multiple records selection

Step 2: Field Mapping

Once the record and the template have been chosen, we can see that a few fields will be pre-mapped based on the field name and the token name.

The remaining fields need to be mapped manually.

Field Mapping

Step 3: Document Generation

After all the fields are mapped, clicking on the Generate document button will start document generation and one document will be generated for each record selected.

For example, if 5 records are selected then 5 documents will be generated.

Selecting attachment field to upload the generated document

Document Generation

The generated document can either be saved into an attachment row in the Airtable base or can be delivered using the mode of delivery that is assigned to the template.

Once the mapping is done for a template inside a base, it will be saved and when a new record is selected, the mapping will be done automatically.

Automating Document Generation using Airtable Automations

To be able to automatically generate documents as part of your Airtable Automation setup, you can use the custom script generated by our Extension in "Run a Script" step.

To generate the code:

1. Select a record from your Airtable base

2. Select desired template from the Extension

3. Configure attachment field if desired

4. Map the fields

5. Click on the "Generate Automation Code" ( < > ) button to generate the automation script

Generate Airtable Automation code to automate document generation using Docupilot's Extension

Use generated code in automations:

1. Copy the generated script

2. Paste it in your automation "Run a Script" step

3. Add an input variable "recordURL" and map it to "Base Record URL"

Utilizing a generated script in Airtable Automation to generate documents using Docupilot's Extension

Append PDFs

You can append up to 10 PDFs using the "Append PDF" option available in Docupilot's Airtable extension.

Step 1: Select Rows and Open the Extension

In Airtable, select the row(s) containing the PDFs you want to append. Then, navigate to the Append PDF tab in the Docupilot extension.

Select the row(s) with PDFs and open the Append PDFs tab

Step 2: Choose Attachment Field for Upload

From the dropdown, select the attachment field where the appended PDF should be uploaded.

Choose the attachment field from the dropdown to upload the appended PDF.

Step 3: Select Columns

If you have multiple attachment fields, select all the columns from which the attachments are to be appended.

Select the columns containing the attachments to be appended.

^{Please note that the order of your selection will determine the sequence in which the files are appended.}

Step 4: Append the Documents

Click Append Documents. This will combine all selected files and place a single document in the chosen column of the respective row.

Appended document is uploaded to destination attachment field