Generating Templated Word Document from Database Excel

1. The way that I have setup all of my clients for automating Microsoft Word documents from Airtable is by using Make’s Microsoft Word integrations along with Make’s Airtable integrations.
   
   If you’ve never used Make before, I’ve assembled a bunch of Make training resources in this thread. For example, here is one of the ways that you could instantly trigger a Make automation from Airtable.
   
   I also give live demonstrations of how to use Make in many of my Airtable podcast appearances. For example, in this video, I show how to work with Airtable arrays in Make.

2. Alternatively, if you’re okay with Google Docs documents instead of Microsoft Word documents, you can turn to Docs Automator, which is easier to learn & setup than Make.
    
3. If you’re okay with creating a PDF file instead of an editable document, then I would checkout one of these apps:
   
   - DocuMint, which is the original document creation app for Airtable.
   
   - Fillout’s advanced forms for Airtable, which lets you create or update Airtable records using a form, and which can create custom PDF files when the form is submitted.
   
   I show how to set this up on this Airtable podcast episode:
   Using Fillout to create an eSignature approval process with PDF file creation.

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

MS Word has a native Mail Merge function that works well with MS Excel. Despite the name, Mail Merge works well for longer documents and reports, not just mass mailings.

If you want to use On2Air Docs (an excellent tool!), I believe that the template needs to be a Google Doc, even if the final format is MS Word. So if you need to start with an MS Word template, you might need a different method.

Another consideration is whether your files already exist in the cloud, or if they are only available on your local computer. If they are only on your local computer, that limits your choices.

Make will work with many different document generation apps, including Microsoft Word, Google Docs, Microsoft Excel, and others.

- ScottWorld, Expert Airtable Consultant

Thank You both!

I've added my data on Airtable. 

Now, when someone needs a record or multiple records, they will need to be exported out into individual word documents. Since On2Air Docs only works with Google Docs, I guess I'll try Make.

Time for some testing, here we go....

Any additional feed back would be appreciated.

Thank You! 😎

It's super easy to do with Make's Word modules. Note that you don't need to use Microsoft's cloud storage to do this -- you can use any cloud storage app.

If you’ve never used Make before, I’ve assembled a bunch of Make training resources in this thread. For example, here is one of the ways that you could instantly trigger a Make automation from Airtable.

I also give live demonstrations of how to use Make in many of my Airtable podcast appearances. For example, in this video, I show how to work with Airtable arrays in Make.

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

Hey there,

You've gotten some great recommendations!

Just to add, the On2Air Docs template file does need to be created in Google Docs but we can export it as a Microsoft Word document as the final file.

Hope this helps!

Hi!

You can use the plumsail documents extension for Airtable.

With it, you can easily export data from an Airtable table to a template prepared in advance in plumsail documents. Data can be exported in any format including PDF format. You will just need to match the table fields with the template fields. You can test this app for free, they give a free 30-day trial.

If you just need to export data from an Excel spreadsheet. Then you may need a connector like Power Automate or Make. Using them, extract data from an Excel table and transfer it to the plumsail docs template.