Airtable Quickstart Guide

Clone "Employee Salary Report" Template

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

Clone "Employee Salary Report"

Clone "Free small business budget template" Base

Clone the "Free small business budget template" base template from the Airtable Marketplace to your Airtable workspace

Clone Airtable Base

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

You have now successfully cloned the base! 🎉

Connect Airtable and Documint

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

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.

1. 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

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.

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

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.

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.

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.

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.