Generate Docupilot documents from Airtable records
About
This template helps you create a Personalized document for each record matching a specific keyword in Airtable. This template requires to make a copy of this airtable model.
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The Google Sheets module checks for matches between the sender’s email address and the list of client email addresses. If a match is found, the label client_mailbox
is added to the email. More information here.
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.
Create document from selected template
Creates a new record in Airtable.
Deletes a record by its ID.
Retrieves a single record by its ID.
Performs an arbitrary authorized API call.
Searches for specific records or returns all records.
Updates a record by its ID.
Creates new or updates an existing record.
Returns all newly created or updated records in a view (requires "Created Time" or "Last Modified Time" fields).
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