Create a Document from a Template containing data from a record in Airtable

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Apps used in template

Airtable

Google Docs

Gmail

About

When a new record from Airtable is received, a new document from a template and with values from the record is created and then sent to Gmail as PDF.

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Create your own workflow

Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Copy an Email

Copies an email or a draft into a selected folder.

Action

Create a Document

Creates a new Google document by adding the content of HTML format.

Action

Create a Document from a Template

Creates a copy of an existing template document and replaces any tags e.g. {{!notfound:name}}, {{!notfound:email}}. This module also allows users to replace images by new images with URLs.

Action

Create a Draft

Creates a new draft and adds it to a selected folder.

Action

Create a Record

Creates a new record in Airtable.

Action

Delete a Document

Deletes a document.

Action

Delete a Record

Deletes a record by its ID.

Action

Delete an Email

Removes an email or a draft from a selected folder.

Action

Download a Document

Downloads a document to a required format.

Action

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