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.
In the Airtable base, click on the
Extensionsbutton present on the RHS. A dialogue box will be displayed. Now, click on the button
Add an extensionin the dialogue box.
Step 1 adding an extension to the base.
Once the button
Add an extensionis 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
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 extensionbutton on the pop-up too.
Step3: Selecting Docupilot extension from Marketplace
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 Startedbutton on the pop-up.
Step4: Instructions to setup API key in Docupilot
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.
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
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.
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
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.
If an image is stored in an attachment field inside the Airtable base, then it cannot be used directly for image generation inside a document as it consists of the name of the image followed by the image URL.
Follow the below steps to create an attachment URL, so that can be accessed by Docupilot
- 1.Create a formula field and paste the following formula in the same format.
RIGHT(ImgFieldName,LEN(ImgFieldName) - SEARCH("(",ImgFieldName))
- 2.Replace the word
ImgFieldNamewith the name of the attachment field in which the image is stored.
- 3.The URL now available in the formula field can be used to generate images in the document.