Airtable Document Automation: Generate, Attach & Automate PDF from Airtable

Automate document creation in Airtable with the Plumsail Documents extension. Convert Airtable data into PDFs, customize templates, add images, and attach files to records. This step-by-step guide makes document management easier.

⏱️ Timeline:
1️⃣ 00:00 Intro
2️⃣ 00:59 Database Overview
3️⃣ 01:11 Add the Plumsail Documents Extension Button
4️⃣ 01:28 Configure the Extension Button for Airtable
5️⃣ 01:41 Integrate a Document Generation Process into Plumsail Documents
6️⃣ 02:06 Set Up the Invoice Template
7️⃣ 03:08 Insert Images into a Document
8️⃣ 04:03 Define the Output File
9️⃣ 04:31 Configure File Delivery
🔟 05:21 Attach a PDF Document to an Airtable Record
1️⃣1️⃣ 05:57 Generate a PDF Document from Airtable

📌 Start your free 30-day trial → https://plumsail.com/documents
📖 Read the full guide → https://plumsail.com/blog/documents-a...
💬 Join the community → https://community.plumsail.com
📩 Need help? Contact support → [email protected]

Links:
Start a free 30-day trial, no credit card is required - https://plumsail.com/documents
Subscribe on LinkedIn - https://www.linkedin.com/build-relati...
Ask a question in our community - https://community.plumsail.com
Feel free to send a request to our support - [email protected]
Original article - https://plumsail.com/blog/documents-a...