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What are some good software options for automating generation of word docs using data from a record in Airtable? I would like to be able to trigger the automation in an Airtable interface (as opposed to an extension on the data side).

All of the methods below can be automated from interfaces. No extensions required. (Although coming soon, extensions will be available in interfaces. No official release date yet.)

  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.
  1. 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.
     
  2. 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


Hmm, what’re you trying to do exactly?  If you’re looking for something similar to a Word doc but don’t need it to be actually in Word, Airtable has an automation action that lets you create / update a Google Doc: https://support.airtable.com/v1/docs/google-workspace-actions

The idea would be to set up the automation to trigger when you click a button on the Interface, create the Google Doc, and then update the record with a link to the created Doc.  If you’re just looking for the file itself, you can then open the Google Doc and save it as a .docx file if you want?

You could probably also extend this functionality to download the file as a .docx into an attachment field in Airtable too, but you’d need a third party tool like Make, Zapier, n8n etc for that
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If you want it to create a doc inside Microsoft Word itself, then you’re definitely going to need one of the aforementioned third party tools I’m afraid


Hey ​@rfulda,

Please share some additional details on your use case, so we can provide deeper insights.

In addition to:

- Airtable’s native automation action

- Zapier, Make, n8n, intengrations (more on these tools here)
- Docs Automator, Documint, and Fillout’s PDFs integration 

Do remember that you can also use Airtable’s Page Designer extension to generate PDFs with data from your records.

Once again, this will really depend on whether you need an editable document as final result, or a PDF will do.

Mike, Consultant @ Automatic Nation


Unfortunately, Page Designer is not a viable option here because:

  • Page Designer can’t be used from interfaces yet, which is one of the key requirements that the original author asked about.
  • Page Designer can’t be automated in any way.
  • Page Designer can’t handle multi-page documents properly.
  • Page Designer doesn’t actually create PDF files… it just lets you print from your computer, and then you have to use your own computer’s PDF tools to create the PDF file.

- ScottWorld, Expert Airtable Consultant 


Oh yes, completely aligned with ​@ScottWorld above. Sorry, misread (maybe didn’t read at all?) the original post! My bad!

Mike, Consultant @ Automatic Nation


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