Quickstart Guide | DocsAutomator

This section covers the basics of the Airtable integration. Please visit here for the in-depth guide and all features: Airtable

Having selected "Airtable" as your data source, you will see the following section in your automation:

This is where you define which Base and Primary Table will be used for mapping your template placeholders to fields in your primary table and where the generated PDF will be stored.

DocsAutomator's Airtable integration differentiates between a primary table and linked tables. Think of an invoice and line items. The invoice would be a record on your primary table, whereas line items live in a separate, related table.

After selecting the base, primary table, document name field and attachment field, you'll map data below:

DocsAutomator handles all of Airtable's field types.

On the right, you'll be able to create as many previews as needed to make sure your documents are perfect:

Last step is to set up document creation inside of Airtable to start sending requests to DocsAutomator and automate the document creation process:

Here you can copy / paste a script in Airtable or use the webhook feature to send requests. In the video below, you see an example using the webhook via a button in Airtable:

This section only covers the basics of the Glide integration. Please visit here for the in-depth guide and all features: Glide

Set your automation to "preview mode" as long as you're testing your documents!

Mapping of data happens via the DocsAutomator integration inside of Glide.

The action can be added to a Component that supports Actions (e.g., a Button component) or be added to an action sequence in the Action Editor.

Setup

You will find the following screen:

If you click on add, you will have to provide your API key and DocsAutomator account email address. You find your API key under Settings in your DocsAutomator account.

You will then find the screen to configure the DocsAutomator action:

Add Template / Automation ID

In the integration, you have to provide the Template / Automation ID. You find this ID in the address bar of your automation inside of your DocsAutomator account:

The filename can be a custom name or come from any field in your Glide data source.

Mapping of values

Now it's time to map some values. If you click on + Add Value, you will be able to enter key / value combinations. The key is the name of the placeholder used in your Google Doc template — just without curly brackets. The value is any value from your Glide data source or a custom value:

File Output

Lastly, you need to define a field for storing the PDF URL:

Start Automating

Having everything set up, it's not time to start sending requests to DocsAutomator!

This section only covers the basics of the Noloco integration. Please visit here for the in-depth guide and all features: Noloco

Set your automation to "preview mode" as long as you're testing your documents!

Mapping of data happens in the DocsAutomator integration inside of Noloco's workflows.

Setup

First step is to connect your DocsAutomator account under Integrations & API Keys inside of Noloco settings. You find your API key under Settings in your DocsAutomator account.

Create New Workflow and Select DocsAutomator

Inside of Noloco Workflows, please create a new workflow and set your trigger.

Now you're adding an action and you'll be able to select "Generate a document with DocsAutomator":

Select Automation

Noloco automatically loads all of your DocsAutomator automations that have Noloco defined as their data source:

Map Fields

Noloco also automatically pulls all of the placeholders / variables from your Google Doc Template. You can then map them to static data or any data from your Noloco data source.

Set File Name

As a last step, you can define how you're generated shall be called.

Follow-up Action

You're now all set up for generating documents, but so far you're not saving the generated PDF. This you can do in a follow-up action by updating a record and selecting the file returned from DocsAutomator:

Start Automating

Having everything set up, it's not time to start sending requests to DocsAutomator from your Noloco Pages!

This section only covers the basics of the Noloco integration. Please visit here for the in-depth guide and all features: Noloco

Setting Space and List

In the automation interface, you will see the following section:

This is where you define which Space and List will be taken for printing your data from tasks in the selected list. You also select how documents will be called based on a field in your list.