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Hey there, I’ve decided to venture into trying to achieve my mail-merge in Airtable.


Premise: I have pre-written documents written by a lawyer to issue to new clients. (the copy is multi-language but the details of the project and the client remain constant) I would like to synch the client name, and project details into the copy.


I’ve read and have tried to make the CONCATENATE approach but I feel it is very messy, and ineffective should the copy change at a later date, it also I will need to weed through the formulas to fix it.

I tried another approach of creating a separate table of “parts” that at pulled in as needed, but since they come in as an array it made it tricky for me to figure out how to reference each key of the array.


I’d love to hear from anyone who has tried this endeavour before.

2025 Update:

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


Here’s a tutorial for how to do this with Jotform



Have you looked at external tools that are designed specifically for this task?


Documint and Docupilot are very popular. On2Air: Actions works with Google Docs.


You could also use Make.com to work with Microsoft Word, Google Docs, or any number of PDF tools out there like: PDF Generator API, PandaDoc, pdfFiller, PlumSail Documents, Formstack Documents, DocSpring, PDFMonkey, Anvil, PDF.co, and many more.


Some of the above also have native extensions for Airtable — such as DocuMint, DocuPilot, and Formstack.


Thank you so much, you provided me so many resources I didn’t know existed. I have been searching and frankly failing to find anything useful. I had started coding for google docs to make this, before trying airtable. In my mind, I would rather have something cleaner and easier to hand over to staff as my business grows, not be one of those bosses that have to get involved in all the weeds of every detail to keep a business running.


Here’s a tutorial for how to do this with Jotform




Thanks for this also, I found a lot of Gareth Pronovost’s videos helpful in the past this one I hope will also be great!


You’re welcome! If you have a budget and you’d like to hire the best Airtable consultant to help you with this or anything else that is Airtable-related, please feel free to contact me through my website: Airtable consultant — ScottWorld

As an alternative to the solution proposed on this thread, you can use typeflow.us. It will help you to generate PDFs based on Airtable data. We use Google Docs as template.
We offer a lifetime plan currently at 150$. This plan lets you generate as many pdf as needed.


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