A deep dive into the technical workflow of DocsAutomator, demonstrating how to map Airtable fields and related line items to Google Doc placeholders.
Show Notes
A deep dive into the technical workflow of DocsAutomator, demonstrating how to map Airtable fields and related line items to Google Doc placeholders. Rupert explains how the built-in AI agent can reverse the traditional workflow by generating templates directly from your existing Airtable data structure.
The discussion covers post-generation actions, such as saving PDFs back to Airtable, merging existing PDFs, and sending documents via Gmail or Outlook. It also explores the technical complexities of working with the Google Docs API and a breakdown of supported platforms including Notion, ClickUp, SmartSuite, and more.
⏱ In this cut:
00:22 — Mapping Airtable data to Google Doc placeholders
00:42 — Using AI to generate templates from data structures
01:35 — Mapping line items and related tables
06:06 — Post-generation actions and webhooks
09:56 — Challenges of the Google Docs API
13:21 — Supported platforms and formats
🔗 Resources mentioned in this episode:
• DocsAutomator: https://docsautomator.co?via=on2air
This is a clip from S25-E08 of the BuiltOnAir Podcast.
What is BuiltOnAir?
Welcome to BuiltOnAir, a podcast and video series about all things Airtable. Each week, we talk with someone active in the Airtable community to discuss their experiences and showcase an interesting way they’ve used Airtable in their work.