How to Create Document From Text From Airtable Record in Google Docs Using Pabbly Connect

Learn how to automate document creation in Google Docs from Airtable records using Pabbly Connect. Step-by-step guide included. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Integration

To create a document from text in Airtable records using Google Docs, we will utilize Pabbly Connect. First, sign in to your Pabbly Connect account. Once logged in, locate the big blue button labeled ‘Create Workflow’ on the right side of the dashboard.

Click this button and name your workflow appropriately, such as ‘Create Document in Google Docs from Airtable Text.’ After naming, click on the ‘Create’ button to initiate a blank workflow. This is where we will set our trigger and action for the integration.

2. Configuring the Trigger Event in Airtable

Next, we need to set up the trigger event in Pabbly Connect. Select Airtable as the trigger application and choose the event ‘New Record’. This means that every time a new record is created in Airtable, it will trigger the workflow.

• Select Airtable as the trigger application.
• Choose the event ‘New Record’.
• Click on ‘Connect’ to link Airtable with Pabbly Connect.

After clicking on ‘Connect,’ you will be prompted to add a new connection by entering an API token from Airtable. For this, go to the Airtable Developer Hub, create a new token, and set the necessary scopes for access. This step is crucial as it allows Pabbly Connect to fetch data from your Airtable base.

3. Setting Up Google Docs Action in Pabbly Connect

With the trigger configured, it’s time to set the action in Pabbly Connect. Choose Google Docs as the action application and select the event ‘Create Document from Text’. This action will create a new document in Google Docs whenever a new record is added in Airtable.

After selecting Google Docs, click on ‘Connect’ and sign in with your Google account. Allow Pabbly Connect to access your Google Docs. You will now need to specify the document’s name and the parent folder ID where the document will be saved.

• Select the folder in Google Drive where you want the document saved.
• Set the document name, preferably using the student’s name from Airtable.
• Map the content from Airtable, including headings and notes.

Once all fields are filled, click on ‘Save and Send Test Request’ to create the document. This step will verify that your integration is working correctly, and a new Google Doc will be generated based on the Airtable record.

4. Testing the Integration for Success

After setting up the action, it’s essential to test the integration to ensure everything works as expected. In Pabbly Connect, click on ‘Save and Send Test Request’ again to fetch the latest record from Airtable. This will allow you to see if the data is being correctly pulled into Google Docs.

Once the test is successful, you should see a new document created in your specified Google Drive folder. Open the document to confirm that it contains the correct title and content from the Airtable record. If everything looks good, your integration is complete!

5. Conclusion: Automating Document Creation with Pabbly Connect

In conclusion, using Pabbly Connect to integrate Airtable with Google Docs allows for seamless document creation based on new records. This automation saves time and ensures that all necessary information is captured accurately in your Google Docs.

By following the steps outlined in this tutorial, you can easily set up similar integrations with other applications as well. Embrace the power of automation with Pabbly Connect and enhance your productivity today!