Airtable Document Automation (internal Airtable automation)
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- čas přidán 16. 07. 2024
- Are you trying to create documents from your Airtable? Document automation has never been easier thanks to Documint! Build your own automation in Airtable and use this script technique! 👇
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www.documint.me/?via=gareth
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Table of Contents: 📖 👇
00:00 - What this video covers
01:17 - Outline the Structure
04:31 - Documint Template
05:59 - Create an automation script
08:32 - Testing the document automation
10:13 - How to Get More Help!
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Software Resources (may contain affiliate links): 💻 👇
Airtable - airtable.com/invite/r/v0eI3ASY
Documint - www.documint.me/?via=gareth
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*Get Documint:* https: //www.documint.me/?via=gareth
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Not all heroes wear capes. Thank you!
Thanks for watching! 😂
Great tutorial Gareth. Thank you! I'm going to save all your videos in a separate playlist.
Brilliant video Gareth. Thanks for putting it out there 👍🏾
Glad it's helpful, Ladi!
OMG been waiting for something simple like this 💪🏽💪🏽💪🏽💪🏽
The team at Documint are incredible. So helpful (and patient!). I can’t recommend them enough. They really went above and beyond for me setting up some Summary Statements.
Glad to hear it!
Thank you! I was looking for something just like that. Keep up the great work!
Happy to help!
Thank you so much Gareth!
Thanks for your support!
This video is so incredibly helpful thank you!
Glad it was helpful!
Very nice video as always. So hard to reach so a clear level of clarity in this kind of tutorial. It's great and really helpful. Thank you G.
My pleasure, thanks for watching!
Fabulous…just what I needed.
Glad to help! 🙌
Very helpful mate, thanks
Happy to help 💪
This was really great, thank you
Happy to help and thanks for watching
This was exactly what I needed today.
Airtable Consultant, Automation Wizard, and Clairvoyant - at your service! 😉
Muitíssimo obrigado!!!!
Excelente vídeo!!!
Thank you!
really cool!!!! thank you
Glad you liked it!
Thanks Gareth!
A suggestion: May you create a video on using Documint?
Although I am familiar with drag and drop page builders like Elementor, and have some basic experience with Webflow, I had some building an invoice from a blank page.
I tried to add my invoice template as a background image and place the text boxes on specific positions on the image.
Had a hard time placing them, the sections, colums, rows ..etc don't give the full flexibility.
Great video. Super clear and concise, thank you! Unfortunately -- I tried your Documint affiliate link and it returned an Error 1034 message ("Edge IP Restricted").
Omg, finaly … :) Documint or Formstack? I see Documint can do “repeating frame” for the invoice lines … Formstack cannot do this - as far as I know. Thank you Gareth for the headsup
I think both software can handle repeating loops, but I think Documint is certainly more competitively priced!
Hi Gareth, this is awesome! It is really cool, that they offer a free plan and the prices are affordable, BUT the airtable scripting is not available in the free plan- this might be rather important, if someone wants to give it a try... :)
Hey Christopher! Yes, sorry I failed to mention this in the video. The free plan doesn't include the script creation, but there are other delivery mechanisms that work similarly!
Top is documint is with free version of airtable 💯 ?
Please make some more video about automation
You got it!
Very useful! Thanks Gareth, which way would you use in Mac to go a step further and autoprint that invoices? In my case is not invoices but receipts. Thanks!
Great question, can't say I know a tool that does that but maybe this feature can be requested?
Gareth, your videos are great I never miss one. Thanks to you Im a avid airtable and stacker user. Ive been looking for document creatioon but the options so far havent been right for me. I think documint might be it. One question: i see in they’re website that “airtable automation script” is not in the free plan. Does that mean We can’t copy and paste the script as you did in your example with the free plan?
Thanks Luis! And yes, the automation script is a paid service, but if you use the free version they have other options that are (almost) as seamless!
From a cost perspective, the tool I used before Documint was Docupilot - my plan with them was $30 per month for 100 documents. By contrast, Documint is $20 per month for 200 documents, so it was a no-brainer for me!
This looks really amazing! When adding Line Items to your invoice, I noticed they were out of order. Is there a sort option? I looked at the Invoice template on Documint (though it was the free version) and didn't see the ability to sort. Hoping its in the paid version.
That's a great question that I didn't experiment with, myself. I have a paid version in my account and I don't notice a sorting option. I'd check with Documint support (they are very responsive) if you have t already
@@GarethPronovost Thanks for checking, I haven't contacted them myself.
Gareth, is it possible to have documint create a pdf on a template based on a specific company? For example, if your 2 companies here have different invoice templates?
Hi, yes this is totally possible! You can build a conditional automation that picks a specific template in Documint, depending on the source data.
this was posted a year ago ... is Documint still the best option?
I think so, yes. We'll refresh this video with an update in the new year!
Do you prefer Documint to Docupilot?
In general I think Docupilot is great, but when working with Airtable I think Documint is best. It was built specifically for Airtable so it has a lot more features that pertain to Airtable in particular.
Hi Gareth, I ran into an issue in Airtable when trying to run the script. I received an Error: Please upgrade your Documint account to access this feature. What payment plan is used on the Documint account used to create this video?
Hi Jero, the plan required is the $20/month plan to use the script. The free plan must be triggered from other automation options.
This is exactly what I need. But I already paid for Jotform. lol Sigh.
Somthing happend to your audio it does not sound very good. Just a heads up.
Oh? I didn't notice but thanks for the heads up