Documents That Write Themselves
Donation comes in. A receipt with the donor's name, amount, date, and your org's tax ID generates as a PDF and saves to the record. The donor gets it by email. You didn't touch it.
Set Up Document GenerationSound familiar?
Nonprofit Administrator
Tax receipts for 500 donors. You have a template, but filling in names and amounts one by one takes your entire January.
HR Manager
Offer letters need the candidate's name, role, salary, and start date. You fill in a Word template and pray you don't copy the wrong salary.
Event Coordinator
Certificates for 200 attendees. Each one gets their name and the completion date. You used mail merge last time and half the names were wrong.
What it does
Template system
Upload a template with field placeholders like {{Name}}, {{Date}}, and {{Amount}}. They get replaced with record data on generation.
PDF output
Generate pixel-perfect PDFs from your templates. Consistent formatting, print-ready, attachment-ready.
Auto-generate on submission
Every form submission triggers document creation. The PDF saves to an attachment field on the record automatically.
Batch generation
Generate documents for existing records in bulk. 500 tax receipts in minutes, not days.
How to set it up
Upload your template
Upload a DOCX template with placeholder tags: {{Name}}, {{Amount}}, {{Date}}. Use any field name from your table.
Map fields to placeholders
Connect template placeholders to Airtable fields. Preview the output with real record data.
Choose output format
Select PDF or DOCX output. Pick the attachment field where generated documents will be saved.
Enable
Activate the generator. Every form submission creates a document. Run on existing records for batch generation.
Going deeper
Template features
- DOCX templates with placeholder syntax
- Conditional sections (show/hide blocks)
- Table rows from linked records
- Embedded images from attachment fields
Output options
- PDF with consistent formatting
- DOCX for editable documents
- Custom filename from record data
- Save to attachment field automatically
Distribution
- Email document as attachment
- Save to Google Drive or Dropbox
- Generate download link for forms
- Batch generate for existing records
Frequently asked questions
What template format does it accept?
DOCX templates with {{FieldName}} placeholders. Create the template in Word or Google Docs, add your placeholders, and upload.
Can I include images in the document?
Yes. Reference an attachment field and the image is embedded in the generated document at the placeholder location.
Can I generate invoices with line items?
Yes. Use table rows in your template mapped to linked records. Each linked record becomes a row in the generated document.
How fast is document generation?
Typically 2-5 seconds per document. Batch generation of 500 documents takes about 15-20 minutes.
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