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PDF export of multiple records

  • October 19, 2023
  • 5 replies
  • 211 views
O
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Hello AirTable Community,

I am trying to export multiple AirTable records in one PDF. Concrete case is a list of samples that have several values, I want to create a pdf that will be handed to the lab for testing containing a list of multiple selected records in a nice format, not just a CSV. 
Are there any tools or extension for that? I couldn't find anything so far. 

If this is not possible in AirTable, does anyone know a work around? For example exporting a view as CSV and then automatically converting the CSV to the PDF format, maybe in Google Workspace? Or through the interface?

Thank you very much!

Best answer by ScottWorld

As you mentioned, you will need to turn to an external document creation app if you would like to automatically create PDF files with Airtable.

Here are a few popular 3rd-party apps for automatically generating PDF documents from Airtable:

  1. DocuMint — the original document creation app for Airtable. Creates PDF files.
     
  2. DocsAutomator — creates Google Docs documents or PDF files.
     
  3. 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.
     
  4. Fillout’s advanced forms for Airtable — Fillout lets you 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.
     
  5. Typeflow — I haven’t personally used this app yet, but I will be checking it out in the future.

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

 

5 replies

ScottWorld
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  • ScottWorld
  • Genius
  • Answer
  • October 19, 2023

As you mentioned, you will need to turn to an external document creation app if you would like to automatically create PDF files with Airtable.

Here are a few popular 3rd-party apps for automatically generating PDF documents from Airtable:

  1. DocuMint — the original document creation app for Airtable. Creates PDF files.
     
  2. DocsAutomator — creates Google Docs documents or PDF files.
     
  3. 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.
     
  4. Fillout’s advanced forms for Airtable — Fillout lets you 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.
     
  5. Typeflow — I haven’t personally used this app yet, but I will be checking it out in the future.

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

 

O
O
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  • OskarL
  • Author
  • New Participant
  • October 19, 2023

As you mentioned, you will need to turn to an external document creation app if you would like to automatically create PDF files with Airtable.

Here are some options:

1. One of the most popular PDF creation tools for Airtable is DocuMint. This can be automated natively or by using Make’s DocuMint automations.

2. Another popular tool is Docs Automator, which integrates with Google Docs.

3. However, you can choose ANY document creation app that you would like, and automate the PDF creation process by using Make. You can use good old fashioned Google Docs, Microsoft Word, Microsoft Excel, or even newer apps like Formstack Documents or PDF Monkey.

 Make supports over 1,600 apps natively, and it also supports all other apps that have a REST API with its HTTP module. 

There is a small learning curve with Make, which is why I created this basic navigation video to help. I also provide the links to a few other Make training resources there as well.

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


Thank you Scott, Make in combination with Documint and Airtable works great!

ScottWorld
Sergio11
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  • Sergio11
  • Participating Frequently
  • February 26, 2024

Hi!

You can also try the Plumsail Documents extension for Airtable.

You can find how to set it up in the product documentation

They also have an excellent article on their blog How to create PDF file from multiple Airtable records with image attachments that easily help you understand the principle of populating multiple records with attachments (pictures) into one document.

You can register on their website and get a free trial for 30 days to test it.

I see that the problem has been solved, but you might want to try something new or the post will be useful for new users.

T
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  • typeflow
  • Known Participant
  • October 7, 2024

If you're looking for a solution, Typeflow can help you easily generate PDFs from Airtable data using Google Docs templates. It's straightforward and efficient.

Feel free to give it a try, and I'd love to hear your feedback! I'm also offering a lifetime plan for early users at just $100.

Feel free to ping me if you're interested or have any questions.

U
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  • una
  • Participating Frequently
  • December 3, 2024

As you mentioned, you will need to turn to an external document creation app if you would like to automatically create PDF files with Airtable.

Here are some options:

1. One of the most popular PDF creation tools for Airtable is DocuMint. This can be automated natively or by using Make’s DocuMint automations.

2. Another popular tool is Docs Automator, which integrates with Google Docs.

3. However, you can choose ANY document creation app that you would like, and automate the PDF creation process by using Make. You can use good old fashioned Google Docs, Microsoft Word, Microsoft Excel, or even newer apps like Formstack Documents or PDF Monkey.

 Make supports over 1,600 apps natively, and it also supports all other apps that have a REST API with its HTTP module. 

There is a small learning curve with Make, which is why I created this basic navigation video to help. I also provide the links to a few other Make training resources there as well.

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


Hi everyone! I wanted to share a solution I've built specifically for better PDF exports from Airtable: typeflow.us

It handles all the formatting hassles mentioned here - custom layouts, proper page breaks, images, and rich text formatting.

What makes it different is that it's built specifically for Airtable users. You can create beautiful PDFs directly from your base while keeping your data in sync. It works great for contracts, proposals, reports, or any document where presentation matters.

You can try it out for free to see if it solves your formatting needs. Would love to hear your thoughts!

Feel free to check out some examples at typeflow.us or reach out if you have any questions.

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