Help

Automatically create invoices (or any doc) in Google Docs using Airtable data

1980 0
cancel
Showing results for 
Search instead for 
Did you mean: 
Hannah_Wiginton
10 - Mercury
10 - Mercury

Hey there!

Do you use both Airtable and Google Drive?

  • Yep, every single day
  • Eh, sometimes
  • Nope

I wanted to show you how you can automatically create invoices (or any document) in Google Docs using data from your Airtable base.

https://www.youtube.com/watch?v=lg_h6kDAak0

Hannah_Wiginton_0-1682004777205.png

 

This uses the On2Air Docs. It allows you to automatically generate documents in Docs from any data you have in Airtable.

  1. Copy the free Invoice Google Docs template and the Sales Base Airtable template
  2. Set up the automation in On2Air Docs using the settings from the article/video (you only have to do this part 1 time)
  3. Click Generate Invoice in your base
  4. View your newly created invoice in Google Drive and a PDF version in your attachments field in your Airtable base!
 

Automated Invoice Templates in Google Docs and Airtable (+Free Template) |...

In this guide, we’ll show you how to generate invoices using Google Docs plus how your can use your customer data in Airtable to automatically generate an invoice in Google Docs.

 

Start using On2Air Docs today.

Plus, once you generate the Doc, you can edit the actual document inside of Airtable using On2Air Forms 🤩

______________________________________
Hannah - On2Air.com - Automated Backups for Airtable
0 Replies 0