Create a PDF and send it to Discord when a record is created in Airtable

■Overview

Do you find it time-consuming to manually transfer information from Airtable into PDFs such as quotes and invoices and then share them every time a new record is added?
With this workflow, you can use information from Airtable to automatically generate a PDF and instantly send it to a designated Discord channel. This eliminates the time and errors associated with manual PDF creation, helping streamline your operations.

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■Who This Template Is Recommended For

• Anyone who manually generates PDFs based on Airtable data
• Anyone who wants to quickly share information managed in Airtable with their team as a PDF
• Anyone who wants to automate routine document creation and focus on core tasks

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■Benefits of Using This Template

• From registering a record in Airtable to automatically generating and sharing a PDF, the entire process is completed automatically, reducing the time previously spent on manual work.
• By eliminating manual data entry and file attachment, you can help prevent human errors such as incorrect entries and sending files to the wrong destination.

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■Workflow

1. First, connect Airtable and Discord with Yoom.
2. Next, select Airtable as the trigger and set the action to “When a record is added.”
3. Then, set the Google Sheets “Issue a document” action as an operation to create a PDF based on the Airtable information.
4. Finally, set the Discord “Send a file” action as an operation to send the generated PDF file to the designated channel.

* “Trigger”: An action that starts the workflow. “Operation”: An action that processes data within the workflow after the trigger runs.

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■Customization Options

• In the Airtable trigger settings, set the target base ID, table ID, and field name used to identify the record creation date and time.
• When issuing a PDF with Google Sheets, set the file ID of the template spreadsheet and the folder ID of the Google Drive folder where the generated PDF will be stored.
• For the Discord file-sending action, set the ID of the channel where the notification should be sent.

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■Notes

• Connect both Airtable and Discord with Yoom.
• You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
• Please note that the shortest available trigger interval varies by plan.
• Airtable outputs can be retrieved using JSONPath. For details, see “How to Add Values to Retrieve”.