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

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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.

■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
Google Sheets
Google Sheets
 Templates using
Google Docs
Google Docs
Templates using
Airtable
Airtable
Templates using
About the apps you use
Google Sheets
At Yoom, you can utilize the Google Sheets API without any coding. By integrating Sheets with Yoom, you can automate data entry into spreadsheets and automatically create documents based on spreadsheet templates. Additionally, you can sync spreadsheet information with Yoom's database for various applications.
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Google Docs
Yoom allows you to utilize the Google Docs API without any coding. By integrating Yoom with Google Docs, you can automatically create PDF documents such as contracts based on templates created in Google Docs and connect the generated documents with various SaaS platforms.
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templates
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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