Automation Script

This feature allows you to create documents within Airtable, automatically, using Airtable automations.

Create documents automatically using Airtable Automations.

Setup

1

Connecting Documint and Airtable

First, connect your Documint account to Airtable. Follow this article to get that set up.

Connecting your Documint account with Airtable

2

Connect the template with your database

In the template builder, select the Airtable connection you made, pick the base, and the table you'd like to integrate with Documint. Then, continue to select the fields you'd like to use on your template.

3

Create the Script

Under Sources, in the Airtable connection, click on "Add formula" and select the "Automation script" option.

In the table you have integrated the template with, add an attachment field to store the created document.

Go to the Automation Script tab, select the attachment field from the dropdown, and the Script will show up for you to copy.

4

Create the Automation

Switch back to Airtable and open the Automations panel

Create a new automation and add your trigger. This can be any trigger that you'd like.

Configure your trigger.

Add an action and select 'Run script'

Paste your script

Add an input variable named record_id and set the value to the Record ID

Test your script and click Finish editing