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I need to be able to quickly select products to send out as a pricelist each week. Since all my data is in airtable, I'd like to be able to do this from Airtable, however I am unable to find a tidy way to do this with airtable..

 

The issues I have doing this directly from printing in airtable or interface designer:
- It's quite ugly looking

- I don't see a way to include branding or other info

- Very limited formatting options

- Airtable STILL has no wrap function (so products with longer descriptions are problematic).

Page designer nearly  does what I need it to (automatically feeding record info into a template) - except that it only lets you do one record a page!

The only semi viable options I have is downloading a view as a CSV, opening that in sheets to format it nicely. This level of repetitive action seems unnecessary on a week-by-week basis...

 

Ideally I'd like a Page Designer extension that lets you format a table/grid..

Does anyone have any suggestions of an easier workflow?

 

Here are some of your best options:

  1. DocuMint — the original document creation app for Airtable. Creates PDF files. You can also get charts and graphs embedded into your document by using QuickChart.
  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 or Google Sheets spreadsheets. 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.
     
  2. Fillout’s advanced forms for Airtable — If you’d like to automatically generate a PDF file after an Airtable record is created or updated, this is a built-in feature of Fillout, as I demonstrate 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 anything Airtable-related, please feel free to contact me through my website: Airtable consultant — ScottWorld

 


Hmm, if a grid is all you need, perhaps try the automation for creating Google Docs?  You could then save that as a PDF: https://support.airtable.com/docs/document-automator-setup-guide.  I'm not too sure how you'd go about adding a logo though actually

If that doesn't work, I'd suggest trying DocsAutomator; the free tier works with scripting automations and puts the PDF into your base automatically, and @Rupert_Hoffsch1 has been super helpful whenever I faced issues!


@TheTimeSavingCo @ScottWorld Thanks a lot for mentioning DocsAutomator, highly appreciated 🙂 

@oreocereus Let me know if I can help in any way! Best place to reach out is via DocsAutomator's chat (in-app or on the website) 🙂


@TheTimeSavingCo @ScottWorld Thanks a lot for mentioning DocsAutomator, highly appreciated 🙂 

@oreocereus Let me know if I can help in any way! Best place to reach out is via DocsAutomator's chat (in-app or on the website) 🙂


Thanks, this should work!