You can also follow XRay on Twitter, Facebook, or LinkedIn. With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end Check out the following list of triggers and actions you can use with Airtable, Google Drive, and PandaDoc. If you’d like to learn some more automation tips, check out our blog or our YouTube channel. Do even more with Airtable + Google Drive + PandaDoc. In our next post, we’ll finish up this automation with an email that will send both of our docs to a client. Now, your automation will create two assets from one form, saving you even more time that would otherwise just be spent copying and pasting. You should see a new doc based on your template, updated with data from Airtable. Search in that data for the “alternate link” and paste that into your address bar to access the document. If it’s successful, you’ll get a success message with lots of data about the document Zapier just created.
Add įinally, click on “Test and Continue” to test the automation. With this automation, you’ll be able to make frequently used documents in seconds - like reports, proposals, or, as in our example for this post, meeting agendas.Ģ. Along with the next blog post, we’ll be building a three-part automation that creates a presentation, a document, and an email all at once. This is a follow-up to our video about creating Google Slides presentations automatically, so be sure to read that if you missed it. In this post, we’re going to show you how to create a Google doc from a template automatically. In case you're interested in an Airtable scripting approach to create a document in another system and retrieve the URL via a simple button click in Airtable, please feel free to reach out to me.Creating documents from templates is a useful way to save time, but automating the process can make it even more efficient and reliable. You can retrieve the contents of a file as text (such as when looking for a specific URL in a PHP file).With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end Check out the following list of triggers and actions you can use with Google Drive, Airtable, and Documint. You can write to/upload files in Google Drive directly via rest API whereas Airtable requires an existing URL (such as to a file stored in Google Drive) to upload/update a file in Airtable Do even more with Google Drive + Airtable + Documint.Google Drive will offer more scalable file storage space for less.Potential for crossing of the SSoT (single source of truth) for documents if they live in two places.
URLs to attachments stored in Airtable expire after 2 hours, meaning you'll need to provide a share view link/access to your base or send a copy via email to share, rather than pass the link around.While you can copy the attachment into Airtable, I might suggest keeping them in Google Drive and storing URLs in Airtable for a few reasons: If you have a budget for your project and you’d like to hire an expert Airtable consultant to help you create this, please feel free to contact me through my website: Airtable consulting - ScottWorld There are also many Make experts hanging out there who can answer other Make questions. However, the one downside to Make is that there can be a bit of a learning curve with Make, which is why I created this basic navigation video for Make, along with providing the link to Make’s free training courses. Make has much better tech support than Zapier.
Make is SIGNIFICANTLY cheaper than Zapier, even though it is way more powerful than Zapier.Ĥ. Make also lets you manipulate groups of records in Airtable, which Zapier doesn’t allow.ģ. For example, Make has an entire library of hundreds of functions & tools built into the platform that let you manipulate your data in ways that Zapier doesn't allow at all. Make is SIGNIFICANTLY more powerful than Zapier. Also, Make has a purely visual drag-and-drop environment that makes it much easier to visualize entire automations.Ģ. Just as one example out of dozens of examples, Zapier only allows 3 conditional branches, whereas Make allows unlimited conditional branches. Make has none of the limitations that Zapier has. The main problems that I have with Zapier are best described by discussing the main advantages that Make has over Zapier:ġ. You mentioned Zapier, but I would never recommend using it. That thread discusses Dropbox, but if you need help with Google Drive, create a new post in those forums, which is where all of the Make experts are hanging out. For #2, it is extremely similar to this thread.