Master Airtable document creation and automation effortlessly with the Plumsail Documents extension. This tutorial guides you through leveraging the power of Airtable like a PDF generator, enabling seamless data from Airtable to PDF conversion. Learn how to streamline your workflow with Airtable document automator features, from configuring templates to setting up automated PDF generation. Simplify Airtable automation and revolutionize your document management process.
⏱️ Timeline:
1️⃣ 00:00 Introduction 🎉
2️⃣ 00:59 Overview of the Database 🔍
3️⃣ 01:11 Adding the Plumsail Documents Extension Button ➕
4️⃣ 01:28 Configuring the Extension Button for Airtable ⚙️
5️⃣ 01:41 Incorporating a Document Generation Process into Plumsail Documents 🔄
6️⃣ 02:06 Setting Up the Invoice Template 🧾
7️⃣ 03:08 Configuring Image Insertion into a Document 🖼️
8️⃣ 04:03 Setting Up the Output File 🗂️
9️⃣ 04:31 Configuring File Delivery 📬
🔟 05:21 Attaching a PDF Document to an Airtable Record and Finalizing the Extension Button Configuration 📎
1️⃣1️⃣ 05:57 Generating a PDF Document from Airtable 🔗
Don't miss out on learning how to enhance your productivity and document management strategy-watch now to transform your approach to document generation and management 🌟."
#howto #airtable #pdf #plumsaildocuments #automation #invoice
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Original article - plumsail.com/blog/documents-a...