Inquiry Regarding Automating PDF Sending from Page Designer

[MariaSM]

I am currently using Airtable to manage payment records for my team.

I have set up a workflow where each team member completes a form, and based on that information, we generate a personalized invoice using the Page Designer extension. 

I would like to know if there is a way to automate the sending of this invoice as a PDF attachment directly from Airtable. My goal is that, once a team member completes the form, the PDF would automatically be generated and sent via email to the appropriate person. So far, I haven’t found an option to save or send the PDF directly within the platform. 

If anyone knows how it could be done but through some external tool or platform, I could also use that information.

Thank you very much! 

[ScottWorld]

@MariaSM 

Unfortunately, no.

Page Designer cannot be automated in any way. No Airtable extensions can be automated.

To automate the process of creating a PDF document and inserting the PDF file into an Airtable attachment field and emailing the PDF file automatically, you would need to turn to external document creation apps.

Here are some of your best options:

1. One of the most popular PDF creation tools for Airtable — and the one that I always recommend first — is DocuMint.

2. Another popular tool is Docs Automator.

3. Formstack Documents is another popular option which offers full Make support.

4. However, you can choose ANY document creation app that you would like, and automate the PDF creation process by using Make’s automations & integrations. You can even use good old fashioned Microsoft Word or Microsoft Excel. If you’ve never used Make before, I’ve assembled a bunch of Make training resources in this thread. For example, here is how you can instantly trigger a Make automation from Airtable.

Hope this helps! If you’d like to hire an expert Airtable consultant to help you with anything Airtable-related, please feel free to contact me through my website: Airtable consultant — ScottWorld