Quickstart (Airtable integration) - Creating a PDF from Airtable data

Here's how to create PDFs from your Airtable data with DocuPotion:

1. Register for a DocuPotion account
2. Generate an API Key
3. Design your PDF in the template editor
4. Generate your Airtable Automation script
5. Set up the automation in Airtable

Register for a DocuPotion account

Estimated time: 1 minute

Navigate to the DocuPotion homepage and click on the 'Register / Sign in' or 'Start free trial' button.

This will bring you to the 'Register' page where you can register for an account. You'll then have access to the DocuPotion dashboard.

Generate an API Key

Estimated time: 1 minute

To generate an API Key:

• Go to your DocuPotion dashboard
• Navigate to the 'My Account' tab
• Click on the 'Generate API Key' button:

You don't actually need to add the API Key anywhere - DocuPotion automatically adds it to your Airtable Automation Script (see step #4 below).

Design your PDF in the template editor

Estimated time: 5-30 minutes (depends on how complex your PDF is)

Navigate to the 'Templates' tab and click on the 'Create New Template' button:

You can choose one of the pre-built templates or choose 'Blank Template' to start with a blank canvas. Click the 'Create Template' button and you'll be brought to the template editor.

Drop components onto the canvas to design your PDF template:

You can preview how your PDF will look in the 'Preview' tab:

Please note that if you add any custom data (by using {{ }} inside a text component or by adding a dynamic table component, DocuPotion will automatically populate the 'Preview' tab with sample data. You can edit this sample data in the 'Data' tab:

Generate your Airtable Automation Script

Estimated time: 2 minutes

Once you're happy with the design of your template click on the 'Integrations' tab and select the 'Airtable' option. This will open up a popup:

This popup allows you to generate a script that you can use in Airtable Automations to generate PDFs of DocuPotion templates.

Add the URL of the Airtable Table you're generating the PDF from to the Table URL field:

Type in the value of the Airtable field you want the generated PDF to be uploaded to. This field must be an Attachment field.

Choose whether you want the generated PDF to overwrite any existing files you have in your 'Attachment' field by checking/unchecking the Overwrite Existing Attachments box.

Click on the 'Generate Script' button to generate the Automation script.

You'll use this script in your Airtable Automation (see next step).

Set up the Automation in Airtable

Estimated time: 3-5 minutes

Navigate to the Automation tab in your Airtable dashboard and Add a Trigger. In the below example, we've added a Checkbox (called 'Generate PDF') to our Airtable table and are triggering the automation whenever a user checks the checkbox:

Next, add a 'Run a Script' action to the automation. You'll be brought to a editor. Paste in the script generated in the previous script:

Add record_id as an input and use data from the Airtable record ID.

Save down your automation. Now whenever you check the Generate PDF checkbox, your automation will create a PDF from your DocuPotion template with your Airtable data.