Hi Rachel and welcome to the community.

Indeed, there must, and there is - process automation. It’s not integral to Airtable; you have to build it using the Airtable API and other services that make it relatively easy to construct Word documents.

Ideally, you should be able to just focus on the data; everything else should be automated, like this (note - the red lines are fully automated steps):

Ideally…

• The entire process should be automated; users should focus only on the data.
• The process should eliminate every possible manual step.
• There should be only one Word document that contains a synopsis of all changes to be published.

But I must ask the obvious question -

Why not have the process automation simply update the design document directly via its API and cut Word out of the process altogether?

Alternatively, there may be a Zapier recipe to push data records into a Word document via Office365, but I’m not seeing one.

Hi @Rachel_Hought and @Bill.French

How about Integromat?

I believe there is a MS Word app.

Just thought I would throw in another suggestion, I hope you don’t mind.

Thank you,
Mary

I’m almost certain there are ways to push Airtable data into Microsoft Word documents using the no-code integration frameworks but there are some devils in those details. For example -

Integromat relies on a word template and targeted placeholders for content values (like a mail merge). It’s not clear to me if more than individual field values (i.e., complete lists and columns of data) could be sent to a placeholder in a document.

I also don’t see how it would be possible to do this unless it’s via Office365, so you’d have to have that service as well.

I’ll bet @cor knows the answer.

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 — ScottWorl

Hi

Try using the plumsail documents extension for Airtable. To transfer your list of objects into a Word document.

You can use a Word document as a template but use special tokens in the place where you need to insert the list.

- With plumsail documents you create a process using your template.
- Configure the outgoing file format and its delivery
- Add the plumsail documents extension to your database
- Select a process and match the template field with data from Airtable
- A button will appear when you click on it, and a word document will be created

You can read more here https://plumsail.com/docs/documents/v1.x/getting-started/use-from-airtable.html

Both applications have a trial so you can try it. Good luck!