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Hello,

I have an airtable to track travel & accommodation requests for our company. I need to export information from a record into an editable template document to send travel information for approval, preferably in an excel template.

I have been working on creating a document using the ‘documint’ extension but I’d prefer the flexibility to add additional information once it has been exported from airtable.


Is there a way to export from airtable to an excel template? Or word, or another similar program?

There are many different apps that provide this functionality, but 3 of the most popular solutions for Airtable are:

1. DocuMint

2. DocsAutomator

3. Make’s integrations — which can be integrated with any document-creation app of your choosing, even  something as simple as Google Docs and Google Sheets.

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.

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

Hi @ScottWorld,


Yes correct I have a pre-designed template in excel I wish to fill out. Thanks I’ll look into using Make.

p.s. If you have a budget for your project and you’d like to hire an expert Airtable/Make consultant to help you create this, please feel free to contact me through my website: Airtable consulting — ScottWorld


Hi @Bonnie_Blake! You might want to look at Coupler.io, data integration tool that allows exporting data from Airtable on schedule to Google Sheets, Excel or BigQuery. Therefore, your template will be auto-updated. The pricing is also very affordable.

Super easy with Excel-Exporter. There is a freemium version and a premium version with a 7 day free trial.

Hey ​@Bonnie_Blake,

 

With Typeflow.us it’s possible to export the document in Google Docs format. So if needed you can tweak the document. But if you absolutely want it in GSheet format, Typeflow.us will fall short.

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