Airtable Gmail Google Docs Google Sheets
When a record is added in Airtable, create multiple documents in bulk and send the PDFs via Gmail.
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Airtable Gmail Google Docs Google Sheets

When a record is added in Airtable, create multiple documents in bulk and send the PDFs via Gmail.

Yoom's Airtable ＆  Gmail ＆  Google Docs ＆  Google Sheets  are ready to use! Automate tasks instantly—just copy the template!
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■Overview

The workflow "When a record is added in Airtable, create multiple documents in bulk and send the PDF via Gmail" is a business workflow utilizing Yoom.
When a new record is added to Airtable, the necessary documents are automatically created in PDF format in bulk and sent to the specified recipient via Gmail.
This allows for a smooth automation of the series of tasks from data management to document creation and email sending, improving operational efficiency.

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■Recommended for

  • Those who use Airtable and find manual document creation time-consuming
  • Business people who want to efficiently manage by creating multiple documents in PDF format in bulk
  • Those who want to automatically send created documents via email using Gmail
  • Team leaders or managers who are considering advancing the automation of business workflows
  • Those who want to standardize the process of document creation and email sending to maintain consistency in operations

‍

■Benefits of using this template

  • Automation of bulk PDF creation: Create multiple documents in PDF format at once, reducing the effort of the task.
  • Efficiency in email sending: Automatically send emails via Gmail, enabling quick responses.
  • Reduction of work time: Tasks that were done manually are automated, allowing focus on important tasks.
  • Error-free processing: Automation prevents human errors, ensuring accurate business execution.
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About the Apps You Use
Airtable
Yoom allows you to integrate with Airtable's API without code, enabling the automation of various tasks. For example, you can automatically add data to Airtable or retrieve information from Airtable to integrate with various SaaS platforms.
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A workflow to generate invoices using Google Sheets with the information entered in the form, and send them after approval.
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Once the billing information is filled out in the form, an invoice will be generated using the Google Spreadsheet invoice template. After that, it will undergo approval by the person in charge, and an email will be sent.
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API Actions That can be No-Code
Executable API actions
everything
Airtable
Gmail
Google Docs
Google Sheets
Flowbot triggers
    When a record is created
    When a record is updated
    When an email matching specific keywords is received
    When an email with a specific label is received
    When a row is added
    When a row is updated
Flowbot operations
    Retrieve Record
    Create Record
    Update Record
    Delete Record
    Attach File to Record
    Create Comment
    Search Records (Keyword Search)
    Retrieve List of Records
    Download Record File
    Retrieve List of Message IDs
    Move Message to Trash
    Add Label to Specific Message
    Remove Label from Specific Message
    Retrieve Specific Message
    Append Text to End
    Replace Value
    Create New Document
    Get Document Content
    Insert Image into Document
    Input Value into Cell
    Retrieve Value
    Delete Values
    Create a New Spreadsheet
    Copy Sheet (Tab)
    Add a New Sheet (Tab)
    Delete Sheet (Tab)
    Replace Values
    Update Sheet Name
    Delete Rows
    Get Spreadsheet Information
    Get Sheet Names
    Repeat Formula
    Input Values into Range
    Embed Image in Cell
    Sort by Specific Column
    Hide Sheet
    Add Note to Specified Cell
    Add Column
    Delete Columns
Flowbot triggers
    When a record is created
    When a record is updated
Flowbot operations
    Retrieve Record
    Create Record
    Update Record
    Delete Record
    Attach File to Record
    Create Comment
    Search Records (Keyword Search)
    Retrieve List of Records
    Download Record File
Flowbot triggers
    When an email matching specific keywords is received
    When an email with a specific label is received
Flowbot operations
    Retrieve List of Message IDs
    Move Message to Trash
    Add Label to Specific Message
    Remove Label from Specific Message
    Retrieve Specific Message
Flowbot triggers
    There is no action.
Flowbot operations
    Append Text to End
    Replace Value
    Create New Document
    Get Document Content
    Insert Image into Document
Flowbot triggers
    When a row is added
    When a row is updated
Flowbot operations
    Input Value into Cell
    Retrieve Value
    Delete Values
    Create a New Spreadsheet
    Copy Sheet (Tab)
    Add a New Sheet (Tab)
    Delete Sheet (Tab)
    Replace Values
    Update Sheet Name
    Delete Rows
    Get Spreadsheet Information
    Get Sheet Names
    Repeat Formula
    Input Values into Range
    Embed Image in Cell
    Sort by Specific Column
    Hide Sheet
    Add Note to Specified Cell
    Add Column
    Delete Columns
Tab 1
Tab 2
Tab 3
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