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! 🎉

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.

1. Give the token a name

1. 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)

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

4. Create the Token

5. Copy the Token

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

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. 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 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.

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.