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I have a couple word document templates that are localized on our company's SharePoint.

I would like to create a button automation that would connect with Make to generate a letter based off the template and then create a pdf and upload it to the attachment field in AirTable.

I am having difficulty in figuring out the right steps in Make to perform this action.   

The word templates are in our document library in a SharePoint.   

I was thinking of having the button in AirTable interface check off a box in the back end that would trigger the Watch Records in Make to run the scenario.  However, I don't know how to properly generate the letter and do the next steps that follow.

Can anyone help?  Or perhaps offer guidance?   

If there is an alternative method to generating letters that you prefer that would be accessible in the Interface Designer, I would appreciate it.

 

  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 want to generate complex PDF documents from Airtable, DocuMint is the original document creation app for Airtable.

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

As an alternative, 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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