# Airtable Quickstart Guide

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### **Clone "Employee Salary Report" Template**

Clone the "Employee Salary Report" template into your Documint account by clicking the button below.&#x20;

<p align="center"><a href="https://app.documint.me/templates/697d02744c6b5b4bad8b3a8e/clone" class="button primary" data-icon="clone">Clone "Employee Salary Report"</a></p>

<figure><img src="/files/l6Rw21WrZp7DPI4nUmJS" alt=""><figcaption></figcaption></figure>
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### **Clone "Free small business budget template" Base**

Clone the "[Free small business budget template](https://www.airtable.com/templates/small-business-budgeting/exp12tdSHGebHtVlN)" base template from the Airtable Marketplace to your Airtable workspace

<figure><img src="/files/DFwYJD7AafilHculbMuc" alt=""><figcaption></figcaption></figure>

<p align="center"><a href="https://www.airtable.com/templates/small-business-budgeting/exp12tdSHGebHtVlN" class="button primary" data-icon="clone">Clone Airtable Base</a></p>

Here is how you can do that:

1. Once you are redirected to Airtable's page, click `Use Template`
2. Then, select the Workspace where you want to store this base

<figure><img src="/files/kSqsgfABYO9ZRjPdrUok" alt=""><figcaption></figcaption></figure>

You have now successfully cloned the base! :tada:
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### **Connect Airtable and Documint**

Once the base is in your workspace, it's time to connect Airtable and Documint.&#x20;

1. **Connecting your Airtable source**

On your template, you will see a source pane on the right-hand side of the builder. There, you'll see Airtable as an option to connect. Click on the connect button.

<figure><img src="/files/oEQ0LdOEnZvWSXBcuhSO" alt=""><figcaption></figcaption></figure>

2. **Sign in with Airtable**

After clicking to connect with Airtable, select the "Sign in with Airtable" option in the pop-up. You'll be redirected to your Airtable account. If you're not logged in yet, just log in, and you'll go to the OAuth page. Feel free to grant access to all resources or to specific bases

<figure><img src="/files/40qx8Fg4Fs0KyjM1wF0c" alt=""><figcaption></figcaption></figure>
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### **Set up Airtable Connection**

In the template, go to the three dots here in Custom Data Source in the Data pane, and the Airtable option will show up for you.&#x20;

<figure><img src="/files/uhdk6KXDFTLHCfRsgf5q" alt=""><figcaption></figcaption></figure>

Select the `Small business budget` base. Then select the `Salaries` table. Select all field and that's it! The fields are all connected again.

<figure><img src="/files/oGgNgDlA7oqRUwmoLIoV" alt=""><figcaption></figcaption></figure>

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You can also select only the fields that are used in the template, which are: `Photo.url`,  `Role`, `2019 salary (projected)`, `Expenses.Name` and `Expenses.Cost`

<img src="/files/S3SDrRCcxv1JrR1bhyzQ" alt="" data-size="original">
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### **Set up the attachment field**

Now, go back to the table integrated with Documint (Salaries) and create an attachment field to store the generated PDF. In this example, we've named it `PDF`. However, you can name it anything you'd like.&#x20;

<figure><img src="/files/ef3ybeP3DAjVlvvYQV52" alt=""><figcaption></figcaption></figure>
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### **Create the Generation Link for the Documint Template**

And back to the template, go to the `Add formula` section under Sources in the Airtable connection and select the Generation Link option. Select the attachment field that you created in the previous step, then copy the `Generation Link Formula`.

<figure><img src="/files/hJMhEXRcszc6Gt2ZPdnS" alt=""><figcaption></figcaption></figure>
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### **Create the Button field**

In Airtable, navigate to the `Salaries` table, create a new field with a type of `Button`. Give it a label, then paste the **Generation Link Formula** in the `URL formula` field and save it.

<figure><img src="/files/fzNwRrlW200lflCkCRZb" alt=""><figcaption></figcaption></figure>
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### **Generate First Document**

Click the button and voilá! You have now created your first document, and the information in that record was merged with the template, resulting in a PDF.&#x20;

<figure><img src="/files/N60jl3NUUoKiKO5L7goT" alt=""><figcaption></figcaption></figure>
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Here are other ways you can integrate with Airtable:&#x20;

1. [<mark style="color:$primary;">**Automation Script**</mark>](/integrations/airtable/automation-script.md): Automatically sends Airtable data to Documint to generate documents based on predefined triggers and actions.
2. [<mark style="color:$primary;">**Airtable Extension**</mark>](/integrations/airtable/airtable-extension.md): Airtable Marketplace extension that lets you select a record and generate either a document preview or a live, unbranded document directly from Airtable.


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