Create a Document from a Template containing data from a record in Airtable

First, we need to connect Airtable, Google Docs and Gmail to Make.com.

• 

  Create Make.com account.

  Create Make.com account if you don't have one.

• 

  Connect Airtable to Make.com.

  Give Make.com access to your Airtable account, using Airtable credentials.

• 

  Connect Google Docs to Make.com.

  Give Make.com access to your Google Docs account, using Google Docs credentials.

• 

  Connect Gmail to Make.com.

  Give Make.com access to your Gmail account, using Gmail credentials.

Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.

• 

  Set up a Trigger action for Airtable

  Choose the following trigger: Watch Records (Returns all newly created or updated records in a view (requires "Created Time" or "Last Modified Time" fields).).

• 

  Then set up an Action for Google Docs

  Choose this action: Create a Document from a Template (Creates a copy of an existing template document and replaces any tags e.g. {{!notfound:name}}, {{!notfound:email}}. This module also allows users to replace images by new images with URLs.).

• 

  Then set up another Action for Google Docs

  Choose this action: Download a Document (Downloads a document to a required format.).

• 

  Then set up another Action for Gmail

  Choose this action: Send an Email (Sends a new email.).

Finally, we need to test this automation and publish it.

• 

  Customize data flow

  Configure the data that is exchanged between Airtable, Google Docs and Gmail.

• 

  Test the workflow and turn it on for production use

  Test your scenario and publish to production. Now you have an automatic workflow, that will Create a Document from a Template containing data from a record in Airtable!