Automate Google Document Creation from Airtable Records with Pabbly Connect

Learn how to create Google documents automatically from Airtable records using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start creating Google documents from Airtable records, first access Pabbly Connect. Open your browser and navigate to the Pabbly Connect website.

Sign in with your existing account or create a new one. If you’re new, you can sign up for free and get 100 tasks per month. Once logged in, you will see the dashboard where you can manage your workflows.

2. Creating a New Workflow in Pabbly Connect

Now, let’s create a new workflow using Pabbly Connect. Click on the ‘Create Workflow’ button, and enter a name for your workflow, such as ‘Create Google Document from Airtable Record’. Select the appropriate folder to save this workflow.

• Click the ‘Create’ button to finalize your workflow setup.
• You will be redirected to the workflow editor where you can set up triggers and actions.

In the workflow editor, you will set Airtable as the trigger application. This means whenever a new record is added in Airtable, it will trigger the workflow to create a Google document.

3. Setting Up Airtable Trigger in Pabbly Connect

Next, configure the Airtable trigger in Pabbly Connect. Choose Airtable as your trigger application and select the trigger event as ‘New Record’. This will initiate the workflow every time a new record is added.

Connect your Airtable account by clicking on ‘Connect with Airtable’. Authorize Pabbly Connect to access your Airtable account. Once connected, select the base and table where your records are stored.

• Ensure to test the trigger to confirm that it captures the new record successfully.
• You should see a successful response indicating the trigger is set up correctly.

After confirming the trigger, you can proceed to set up the action that will create the Google document.

4. Creating a Google Document Using Pabbly Connect

Now, let’s set up the action to create a Google document using Pabbly Connect. Choose Google Docs as your action application and select the action event as ‘Create Document’.

Connect your Google account by clicking on ‘Connect with Google’. Authorize Pabbly Connect to manage your Google Docs. After connecting, you need to specify the document name and content that will be generated based on the data from Airtable.

Map the fields from your Airtable record to the Google Document fields. Make sure to define the document title and content structure.

Once all fields are mapped, save the action and test it to ensure the Google document is created successfully every time a new record is added in Airtable.

5. Finalizing the Integration and Testing

Finally, review your workflow in Pabbly Connect. Ensure that both the trigger from Airtable and the action to create a Google document are correctly configured. Click on ‘Save’ to finalize your workflow settings.

It’s crucial to test the entire workflow to ensure everything functions as expected. Add a new record in Airtable and check if the Google document is generated automatically. This confirms that your automation is working seamlessly.

With Pabbly Connect, you can now automate the process of creating Google documents from Airtable records, saving time and effort in content creation.

Conclusion

In this tutorial, we demonstrated how to create Google documents automatically from Airtable records using Pabbly Connect. This powerful integration streamlines your content creation process, leveraging the capabilities of Airtable and Google Docs effectively.