Document Generation

Documents That Write Themselves

Donation comes in. A receipt with the donor's name, amount, date, and your org's tax ID generates as a PDF and saves to the record. You didn't touch it.

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Document Template
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You've been here before

Nonprofit Administrator

Tax receipts for 500 donors. You have a template, but filling in names and amounts one by one takes your entire January.

HR Manager

Offer letters need the candidate's name, role, salary, and start date. You fill in a Word template and pray you don't copy the wrong salary.

Event Coordinator

Certificates for 200 attendees. Each one gets their name and the completion date. You used mail merge last time and half the names were wrong.

One tool, four superpowers

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1

Template system

Upload a template with field placeholders like {{Name}}, {{Date}}, and {{Amount}}. They get replaced with record data on generation.

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2

PDF output

Generate pixel-perfect PDFs from your templates. Consistent formatting, print-ready, attachment-ready.

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3

Auto-generate on submission

Every form submission triggers document creation. The PDF saves to an attachment field on the record automatically.

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4

Batch generation

Generate documents for existing records in bulk. 500 tax receipts in minutes, not days.

Up and running in minutes

1

Upload your template

Upload a DOCX template with placeholder tags: {{Name}}, {{Amount}}, {{Date}}. Use any field name from your table.

2

Map fields to placeholders

Connect template placeholders to Airtable fields. Preview the output with real record data.

3

Choose output format

Select PDF or DOCX output. Pick the attachment field where generated documents will be saved.

4

Enable

Activate the generator. Every form submission creates a document. Run on existing records for batch generation.

Power features when you need them

ATemplate features

  • DOCX templates with placeholder syntax
  • Any Airtable field as a placeholder
  • Consistent formatting across documents

BOutput options

  • PDF with consistent formatting
  • DOCX for editable documents
  • Custom filename from record data
  • Save to attachment field automatically

CGeneration

  • Auto-generate on form submission
  • Batch generate for existing records

Frequently asked questions

What template format does it accept?

DOCX templates with {{FieldName}} placeholders. Create the template in Word or Google Docs, add your placeholders, and upload.

What fields can I use in templates?

Any field on your Airtable table. Text, numbers, dates, single selects, and more. Use {{FieldName}} syntax in your DOCX template.

How fast is document generation?

Typically 2-5 seconds per document. Batch generation of 500 documents takes about 15-20 minutes.

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