Hey there, I’ve decided to venture into trying to achieve my mail-merge in Airtable.
Premise: I have pre-written documents written by a lawyer to issue to new clients. (the copy is multi-language but the details of the project and the client remain constant) I would like to synch the client name, and project details into the copy.
I’ve read and have tried to make the CONCATENATE approach but I feel it is very messy, and ineffective should the copy change at a later date, it also I will need to weed through the formulas to fix it.
I tried another approach of creating a separate table of “parts” that at pulled in as needed, but since they come in as an array it made it tricky for me to figure out how to reference each key of the array.
I’d love to hear from anyone who has tried this endeavour before.