Create a new Google Doc when a record is added to Airtable

■Overview

Do you find it time-consuming to manually create meeting minutes and reports in Google Docs based on information stored in Airtable? This workflow is designed to automate these repetitive document creation tasks. By using this setup, you can seamlessly connect Airtable and Google Docs and automatically generate documents when a record is added. This reduces the time spent manually transferring information and helps prevent input errors, improving operational efficiency.

■Who should use this template

• Those who want to connect Airtable and Google Docs to streamline document creation
• Those who manually create standardized reports, meeting minutes, and other documents based on Airtable information
• Those who want to eliminate manual data transfer and free up more time to focus on core business tasks

■Benefits of using this template

• Simply add a record to Airtable to automatically create a Google Doc with the specified content, reducing the time previously spent creating documents.
• Eliminating manual data transfer helps prevent human errors such as incorrect entries and missed document creation, helping maintain document quality.

■Flowbot steps

1. First, connect Airtable and Google Docs to Yoom.
2. Next, select Airtable as the trigger and set the action to “When a record is added.”
3. Then, set the Google Docs operation to “Create a new document.”
4. Next, use the Google Docs “Add text to the end of a document” action to insert the information retrieved from Airtable into the document body.
5. Finally, set the Airtable “Update record” action to save the URL of the created Google Doc to the original record.

* “Trigger”: An action that starts the flow. “Operation”: An action that processes data in the flow after the trigger starts.

■Customization options

• When creating a Google Doc, choose which Airtable field to use as the document title, such as the record name.
• Customize which Airtable fields to reference for the text added to the document body and how that text should be formatted.
• When updating the Airtable record, specify which field should store the URL of the created Google Doc.

■Notes‍

• Connect both Airtable and Google Docs to Yoom.
• You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
• Note that the shortest available trigger interval varies by plan.
• For instructions on how to retrieve Airtable outputs, see this guide.