# Airtable Quickstart Guide

{% embed url="<https://www.youtube.com/watch?v=TCCe784wfAc>" %}

{% stepper %}
{% step %}

### **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="https://1903534506-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTY5wPd81K7B5rjyG5tjS%2Fuploads%2F3IfKlYcGuQSbHXlYSazk%2Fimage%202.png?alt=media&#x26;token=0aa5a2e2-4c3f-4ab5-85c6-131692556d74" alt=""><figcaption></figcaption></figure>
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{% step %}

### **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="https://1903534506-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTY5wPd81K7B5rjyG5tjS%2Fuploads%2F0SO6sSI88c0b4rZoDltv%2Fimage%201%20copy.png?alt=media&#x26;token=b26f26bc-2888-451e-a86d-38fbab4b9d50" 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="https://1903534506-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTY5wPd81K7B5rjyG5tjS%2Fuploads%2FUNqZKKtURNavNi3e0j99%2FAT%20QG%20table.gif?alt=media&#x26;token=92a1e0fd-0524-47aa-83b2-5e8e7d0de4de" alt=""><figcaption></figcaption></figure>

You have now successfully cloned the base! :tada:
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{% step %}

### **Add Airtable PAT to Documint**

Once the base is in your workspace, it's time to connect Airtable and Documint. For that, we'll need an API key from Airtable. To get that, go here: [Create Personal Access Token.](https://airtable.com/create/tokens/new)&#x20;

1. **Give the token a name**

<div align="left"><figure><img src="https://1903534506-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTY5wPd81K7B5rjyG5tjS%2Fuploads%2FzlmqdeOu52vHqCdQPzyG%2FScreenshot%202025-07-09%20at%2015.05.55.png?alt=media&#x26;token=f1d21576-2c2f-41a3-a810-15c8d7717fa7" alt=""><figcaption></figcaption></figure></div>

2. **Add the following scopes**:

* `data.records:read` (to read your Airtable data)
* `data.records:write` (to potentially update records)
* `schema.bases:read` (to access your table structure)

<figure><img src="https://1903534506-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTY5wPd81K7B5rjyG5tjS%2Fuploads%2FrJCK689icF0J1EilD2L3%2Fimage%204.png?alt=media&#x26;token=38126d03-f3a7-4025-a26a-7a4bed3f6ae4" alt=""><figcaption></figcaption></figure>

3. **Make sure to grant access to the specific base you want to use with Documint**

<figure><img src="https://1903534506-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTY5wPd81K7B5rjyG5tjS%2Fuploads%2FtfIh1j2Kx40UEwrh7Ryn%2Fimage%205.png?alt=media&#x26;token=8f368b25-6b1d-4eaf-92c4-45c3ecb3e151" alt=""><figcaption></figcaption></figure>

4\. **Create the Token**

<div align="left"><figure><img src="https://1903534506-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTY5wPd81K7B5rjyG5tjS%2Fuploads%2FfQdbeZ4xBZ07GTQmAhI6%2FScreenshot%202025-07-09%20at%2014.55.51.png?alt=media&#x26;token=9e8998f9-b3dd-4c3c-8014-f04ecc065801" alt=""><figcaption></figcaption></figure></div>

5\. **Copy the Token**

<figure><img src="https://1903534506-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTY5wPd81K7B5rjyG5tjS%2Fuploads%2FvVzUwFusvPOr0Y3mljgM%2Fimage%207.png?alt=media&#x26;token=2d54ce00-ec55-47b8-ad48-f9377770ad17" alt=""><figcaption></figcaption></figure>

Go to `Integrations` in Documint and select Airtable in `Connections`. Paste the PAT key and save it.

<figure><img src="https://1903534506-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTY5wPd81K7B5rjyG5tjS%2Fuploads%2FTmLTtxGFxuggvExr6drl%2FAPI%20QG.gif?alt=media&#x26;token=94057e98-cc4c-4b8c-84eb-af2667f4a82d" alt=""><figcaption></figcaption></figure>
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{% step %}

### **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="https://1903534506-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTY5wPd81K7B5rjyG5tjS%2Fuploads%2FD9uEtSJDfigtSc4dN1tW%2FReset%20CDS%20ATQG.gif?alt=media&#x26;token=7fa33f90-05bb-4b3e-bc9b-ac6d5e4a461f" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://1903534506-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTY5wPd81K7B5rjyG5tjS%2Fuploads%2FaY2O6KCyb3Wey3GjMy8w%2FConnecting%20AT%20QG.gif?alt=media&#x26;token=c4dc6eb1-ce72-4f03-9a18-6f7ffa3e002a" alt=""><figcaption></figcaption></figure>
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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="https://1903534506-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTY5wPd81K7B5rjyG5tjS%2Fuploads%2F6E1dTqTwbiSgbvQ0yjkh%2Fattachment%20fd%20QG.gif?alt=media&#x26;token=db3c354b-4978-4d0e-b35f-5f8f54aadaa6" alt=""><figcaption></figcaption></figure>
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{% step %}

### **Create the Generation Link for the Documint Template**

And back to the template, go to the `Integrations` tab and select the Airtable option. Under the `Generation Link` tab, select the attachment field that you created in the previous step, then copy the `Generation Link Formula`.

<figure><img src="https://1903534506-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTY5wPd81K7B5rjyG5tjS%2Fuploads%2Fy6J3opkV6SkEEMlDkHPc%2Fgen%20link%20QG.gif?alt=media&#x26;token=e1f4307d-65e0-492a-8aaa-b21b4da2e1b2" alt=""><figcaption></figcaption></figure>
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{% step %}

### **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="https://1903534506-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTY5wPd81K7B5rjyG5tjS%2Fuploads%2FdnzfgdeFx9nI6hy2jjfw%2Fbutton%20QG.gif?alt=media&#x26;token=8641ef62-71ac-4605-a1f3-5fb63e8d9f3d" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### **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="https://1903534506-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTY5wPd81K7B5rjyG5tjS%2Fuploads%2FAuOau2TvDl0Gy8IRTmWa%2Fdoc%20generated%20QG.gif?alt=media&#x26;token=f4f0ec83-e187-4d6a-b0c8-7bc6c49d096f" alt=""><figcaption></figcaption></figure>
{% endstep %}
{% endstepper %}

Here are other ways you can integrate with Airtable:&#x20;

1. [<mark style="color:$primary;">**Automation Script**</mark>](https://docs.documint.me/integrations/airtable/automation-script): Automatically sends Airtable data to Documint to generate documents based on predefined triggers and actions.
2. [<mark style="color:$primary;">**Airtable Extension**</mark>](https://docs.documint.me/integrations/airtable/airtable-extension): 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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