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I am currently using Airtable to manage payment records for my team.

I have set up a workflow where each team member completes a form, and based on that information, we generate a personalized invoice using the Page Designer extension. 

I would like to know if there is a way to automate the sending of this invoice as a PDF attachment directly from Airtable. My goal is that, once a team member completes the form, the PDF would automatically be generated and sent via email to the appropriate person. So far, I haven’t found an option to save or send the PDF directly within the platform. 

If anyone knows how it could be done but through some external tool or platform, I could also use that information.

Thank you very much! 

 

Unfortunately, Airtable's Page Designer is very limited, so you won’t be able to get what you’re looking for with Page Designer.

Instead, here are 4 popular solutions for generating documents from Airtable that can do what you’re looking to do:

  1. DocuMint — the original document creation app for Airtable. Creates PDF files.
  1. DocsAutomator — creates Google Docs documents or PDF files. 
  1. Make’s integrations — which can be integrated with any document-creation app of your choosing, even 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.
  1. Fillout’s advanced forms for Airtable — which offers hundreds of features that Airtable’s forms don’t offer, such as the ability to 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.

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

 

How many are you sending per month?  If it's <=20, I'd recommend DocsAutomator for it (https://docsautomator.co/) as their free plan lets you do that with automations, whereas DocuMint only allows for automations on the paid plan

If it's more than that, the main considerations (to me anyway!) would be how the templates are created and how many you can send for how much

DocsAutomator templates are created via Google Docs, whereas DocuMint (https://documint.me/pricing) lets you do it via drag and drop, which is a lot closer to the Page Designer workflow

DocuMint's also twice as expensive as DocsAutomator for the same number of documents though (30 vs 15 per month at the time of writing), so it's a question of how much the setup time is worth, you know what I mean?  Spending an additional half hour or something creating the templates might be worth saving that 15 bucks per month

Customer service wise, DocsAutomator is pretty great; @Rupert_Hoffsch1 is a breeze to work with!

Hey @MariaSM 

Automating PDF sending from Airtable’s Page Designer is possible with a few key integrations. Here’s a practical approach to streamline your process:

  • First, set up Airtable to trigger an automation when a form is completed. While Airtable doesn’t natively support sending PDFs from Page Designer, we can use third-party tools like Zapier or Make.com.
  • Using Make.com, for instance, you can create a workflow where once the form is completed, Page Designer generates a PDF. The PDF can be saved to a cloud service like Google Drive or Dropbox, then automatically sent as an email attachment to the designated recipient.

How many are you sending per month?  If it's <=20, I'd recommend DocsAutomator for it (https://docsautomator.co/) as their free plan lets you do that with automations, whereas DocuMint only allows for automations on the paid plan

If it's more than that, the main considerations (to me anyway!) would be how the templates are created and how many you can send for how much

DocsAutomator templates are created via Google Docs, whereas DocuMint (https://documint.me/pricing) lets you do it via drag and drop, which is a lot closer to the Page Designer workflow

DocuMint's also twice as expensive as DocsAutomator for the same number of documents though (30 vs 15 per month at the time of writing), so it's a question of how much the setup time is worth, you know what I mean?  Spending an additional half hour or something creating the templates might be worth saving that 15 bucks per month

Customer service wise, DocsAutomator is pretty great; @Rupert_Hoffsch1 is a breeze to work with!


Thank you for mentioning DocsAutomator, @TheTimeSavingCo & @ScottWorld! 

@MariaSM Let me know if you need some help getting started with this. This is a very common use case for DocsAutomator's customers. Best place to reach me is in DocsAutomator's chat (you'll find it in the right lower corner when visiting the site or app).

Alternatively, you can use typeflow.us for generating pdf based on Airtable data. We offer a lifetime plan currently at 150$. This plan lets you generate as many pdf as needed.

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