Airtable Documents
Powerful Document Automation & Signing for Airtable
Turn data from Airtable into stunning PDFs, Google Docs, and Word documents - no coding required.
Some of the teams / institutions automating their Airtable documents with DocsAutomator:
Create Documents from your Airtable data in a snap
Some examples of our customers and the documents they automate and sign daily
AcceptedCustomers accept quotes and change orders in one tap, so work starts sooner.
Quotes · Estimates · Order confirmations · Change orders
SignedAgreements go out from your records and come back signed.
Service agreements · Leases · NDAs · Engagement letters
AcceptedCustomers accept finished work and deliveries on their phone, on the spot.
Work orders · Delivery notes · Inspection reports · Purchase orders
SignedNew hires, clients and students sign their paperwork before day one.
Employment contracts · Offer letters · Enrollment forms · Letters of authority
Strong reasons for choosing DocsAutomator to automate & sign your Airtable Documents
All you need to effortlessly automate your PDFs
DocsAutomator natively supports all Airtable field types
Describe it, the AI agent builds it
Tell it what you need. It drafts the template, connects your data, sets up signing and runs a test. No setup screens.
Bring your own AI agent
Connect Claude, ChatGPT, or your own agent. It creates and sends documents within the limits and approvals you set.
Your own Google Docs, Word or PDF templates
Keep writing your documents where you write them. DocsAutomator fills the placeholders.
Line items and nested tables
Invoices, quotes and any itemized list, straight from your data.
Conditional content
Sections, styling and images that show or hide based on the data.
Preview mode
Unlimited previews until you're happy – no wasted credits on testing.
E-signatures, sent automatically
Legally binding, with a full audit trail. Nobody chases anyone.
One-click acceptance for quotes
Your client accepts with one click. Recorded, no signature ceremony.
Signed or accepted copies delivered and filed automatically
Every finished document is emailed and saved back to your Airtable, Notion, sheet, or Drive folder.
Start automating & signing in minutes!
Set up in minutes, save weeks of work
Three easy steps to automate and sign your documents
Create a Google Docs or Word template
Map Data & Preview
Start Automating & Signing Documents
Step by Step Implementation Guide
Start automating & signing in minutes!
Quotes and contracts from Airtable, signed or accepted
Send the document from the Airtable record and get the yes back on the same record.
Quotes accepted with one click
Contracts signed
The finished PDF back on the record
Signing and acceptance cost $0.50 per document, charged once when the first recipient opens it, however many people it goes to. A request nobody opens is free.
Frequently Asked Questions
- Create a Google Docs or Word template
- Select Data Source, Map Data & Preview
- Start Automating Documents
- Text fields
- Number fields
- Date fields
- Attachments
- Linked records (for line items)
- Multiple select fields
- Formula fields
- Airtable Automations
- Native DocsAutomator integration in the Airtable Marketplace
- Simply via pushing a formula or button
- Scripting Block
- Add dynamic tables for line items
- Include conditional formatting
- Insert images dynamically
- Apply custom styling
- Show/hide sections based on conditions
- and much more!
- Unlimited pages
- Document generation can be automated
- More advanced formatting options
- Conditional content display
- Dynamic tables and sections
- Multiple output formats (PDF, Word, and Google Docs)
- Better handling of images and complex layouts
- Pull data from linked tables
- Create dynamic tables based on linked records
- Generate reports with related information
- Include data from multiple tables in one document
- Store the PDF, Word, or Google Doc in your Airtable base
- Save PDF to Google Drive or OneDrive
- Send PDF via email
- Trigger webhooks
- Merge with existing PDFs
- Long reports
- Catalogs
- Multi-page contracts
- Comprehensive proposals
- Secure data transmission
- Document storage you control (set an expiry from 5 minutes to 1 year, or delete documents at any time)
- GDPR compliance
- Regular security updates
- Protected API endpoints
Start automating & signing in minutes!
Customer Voices
Don't take our word for it. Here's what our customers say about us:
DocsAutomator is a life saver for my business. I have been using automations for years with Zapier but recently I discovered DocsAutomator and it totally changed the way we work, reducing the admin time we spend on document creation and modification.
Julie Tchao
Just getting started with DocsAutomator because the options within AirTable did not meet my needs. With always updating features and resources, this is quickly becoming the best extension you can choose.
Shannon Bradley
I find this tool really great! Very rich, and so easy to use! the parameters are numerous and very well detailed. Preview mode allows you to immediately see our changes. [...] Not to mention the very fast and top-notch support!
Fred de Artistepro
DocsAutomator have helped me creating super complex documents which I had no clue how to create these with other tools as Zapier or Make.com. I have never been helped so quickly. I'm currently recommending this tool to all of my friends.
Stefan
If you use automated document creation, this is an amazing app. We've used several others, and this blows the others away in: ease of creation of the automations, speed of execution, and responsiveness of the staff. Couldn't be happier.
Aaron Waldrip
We've created 160 Techpacks in the last couple days, and it has saved at least 640 mindless pain in the rump minutes for us to focus elsewhere.
Jeremy Castro
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Start automating & signing in minutes!
Ready to automate & sign your Airtable Documents?
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