Automation on Extensions

Hm, I assume you’re talking about Airtable Extensions? https://support.airtable.com/docs/airtable-extensions-overview

If so, whether you’re able to use it with automations depends on which extension it is and if you could provide the name of the extension I could help you take a look at that!

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On the off chance you’re talking about the Page Designer extension then there isn’t a way to automate that I’m afraid.  The workaround is to use a third party PDF generation tool like DocsAutomator, or if it’s a simple PDF you could create your own automation with Make, Zapier etc that’ll be much cheaper

Unfortunately you cannot directly attach Airtable extensions on email automations.  They live inside the base and do not translate to email.

The best way is to pull in the relevant fields and format them into the email itself rather than sending the extension.  If the “confirmation sheet” is about presenting the submitted data cleanly, building the layout inside the email action will get you the same result.

For something more polished like a full PDF type of confirmation, using something like Make or Zapier can be a good way to connect those services with automation.  These services can allow you to fill out a template and attach it to an email automatically.

​@PC26142503 

Unfortunately, Airtable extensions cannot be automated in anyway.

However, it sounds like you could use Fillout’s advanced forms for Airtable, which is 100% free and lets you automatically generate custom PDF files from a form submission.

I show off this feature on this Airtable podcast episode:

• Using Fillout to create an eSignature approval process with PDF file creation.

Alternatively, if you need more advanced PDFs than what Fillout can provide to you, you can also check out these other PDF-creation tools for Airtable:

1. DocsAutomator — creates Google Docs documents or PDF files.
2. Typeflow — creates PDF files.
3. DocuMint — creates PDF files. Very challenging to setup. 
4. Make’s integrations — which can be integrated with any PDF-creation app of your choosing, such as CraftMyPDF. You can even integrate something as simple as custom Microsoft Word documents.
   
   If you’ve never used Make before, I’ve assembled a bunch of Make training resources in this thread. For example, here is one way that you can instantly trigger a Make automation from Airtable.

Hope this helps!

If you’d like to hire the best Airtable consultant to help you with this or anything Airtable-related, please feel free to contact me through my website: Airtable consultant — ScottWorld