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Airtable - Create PDF, Word, Excel Documents
Airtable connects with Documentero to turn your database records into ready-to-use documents. Whenever new records or form responses are added in Airtable, Documentero can generate files like contracts, reports, or invoices based on your templates. The integration works through tools like Zapier, Make, or API, so you can set up document creation without manual copying. This saves time and ensures your files always match the latest data in Airtable.
Airtable
Documentero
Triggers
Watch Records — Returns all newly created or updated records in a view (requires "Created Time" or "Last Modified Time" fields).
Watch Responses — Triggers when a new response is submitted.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Airtable using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Airtable using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF contracts from Airtable records
Create Word proposals from Airtable form responses
Export Airtable project data into Excel reports
Generate client invoices from Airtable database entries
Produce HR onboarding documents from Airtable employee records
Create customized certificates from Airtable event registrations
Automatically generate purchase orders from Airtable inventory updates
Export Airtable CRM data into formatted sales reports
Create meeting summaries from Airtable notes
Generate shipping labels from Airtable order records
How you can use Airtable + Documentero
Generate client contracts
Create .docx contracts from new client entries in Airtable.
Produce invoices
Automatically turn updated Airtable records into PDF invoices.
Create project reports
Generate detailed project status reports in Word or PDF whenever Airtable records change.
Export survey results
Turn Airtable form responses into formatted Excel reports using Documentero templates.
Build HR documents
Use new employee records in Airtable to create offer letters or onboarding documents.
Setup Guides
Zapier Tutorial: Integrate Airtable with Documentero
- Create a new Zap in Zapier.
- Add Airtable to the zap and choose one of the triggers (Watch Records, Watch Responses). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Zapier: Add Documentero as the next step and connect it using your API key.
- In your zap, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Airtable trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Airtable with Documentero
- Create a new scenario in Make.
- Add Airtable to the scenario and choose one of the triggers (Watch Records, Watch Responses). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Airtable trigger.
- Run or schedule your scenario and verify the output.
n8n Tutorial: Integrate Airtable with Documentero
- Create a new workflow in n8n.
- Add Airtable to the workflow and choose one of the triggers (Watch Records, Watch Responses). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In n8n: Add Documentero as the next step and connect it using your API key.
- In your workflow, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Airtable trigger.
- Execute (or activate) your workflow and verify the output.
Power Automate Tutorial: Integrate Airtable with Documentero
- Create a new flow in Power Automate.
- Add Airtable to the flow and choose one of the triggers (Watch Records, Watch Responses). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Power Automate: Add Documentero as the next step and connect it using your API key.
- In your flow, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Airtable trigger.
- Test and save your flow.
