Docs Automator is awesome. And Rupert provides excellent customer support. Looking forward to the line item grouping coming soon. The real power of this tool is the ability to bring in line items from another related table. While you can do this in the Airtable page designer, there you are limited to one page, but here there is no limit and here you can have line items from different tables. Can’t say enough good things about this tool.
Very happy to have discovered this great tool and your channel! Looked at the airtable designer and got stuck with the one page only limit, plus that you can not use data from different tables. The free plan in DocsAutomator (though they changed it to 20 PDF per months) is fair! Thanks for sharing this, Gareth.
Great tutorial Gareth, thanks. I just want to point out a beginner issue I had when mapping the fields. The {{ on my keyboard were the wrong type of {{. If your fields are not showing up to be mapped on Docs Automator make sure your keyboard isn't messing with you.
Hi Gareth, thank you for putting effort in making another video. I'm concerned, that the app requires Google Drive access & users need to publish to web the template. This is a no-go for me as in case of a data breach, the data in the templates is accessible by everyone in the web.
Apologies that I didn't get the privacy quote right. I received an alert that the doc couldn't be read, so I assumed it was the share settings. Rupert (CEO of DocsAutomator) assured me it was not required!
Great video Gareth. It gives me pause that when I went to connect to Airtable it lets me know that DocsAutomator can create and delete records and see my records. Should I be concerned with this?
This is a standard warning for any API connection between tools. In order to create the document, DocsAutomator needs to have access to read/write to/from Airtable. I'd suggest exploring DocsAutomator in detail and reviewing their privacy settings if you're concerned.
With Docs Automator you are not limited to a single page report. But the real advantage is that you can bring in line item data from multiple related tables and create multi page reports very easily.
@@TheRemyRomano Couldn't have said it better! More points: - Document creation can be automated / used in automations - You can store the generated Google Doc to keep editing documents
Similar to Documint, true. I don't believe there are conditional options for the data, but I haven't gone deep into it quite yet. You can take data from deeper.
Here's our problem: Our template is not pulling from the database or spreadsheet.... It's sending the data TO the database dynamically. What we're doing is using docs which has maybe 40 or 50 dynamic variables that need to sync FROM the doc TO the database. How to accomplish that? Updating from a spreadsheet to a doc variable field is the easy part. Going the other direction is the challenge that we keep facing.
Thanks for the excellent tutorial! ❤❤ The whole process in DocsAutomater is quite user friendly. Sadly it seems the data mapping doesn't support non-English data😂😂. Hopefully they will fix it.
Yes, using this method will count as Airtable automation since we built the script inside automations. There is another option to create a script using Airtable extensions, but it's not automatic
Sign up for DocsAutomator here 👉👉docsautomator.co/?via=gareth 🚀🚀
Get our *FREE AUTOMATION WEBINAR* here 👉👉 garethpronovost.com/webinar-registraiton ⚡⚡
Docs Automator is awesome. And Rupert provides excellent customer support. Looking forward to the line item grouping coming soon. The real power of this tool is the ability to bring in line items from another related table. While you can do this in the Airtable page designer, there you are limited to one page, but here there is no limit and here you can have line items from different tables. Can’t say enough good things about this tool.
Thanks you! Means a lot!
Agreed!
I'll add my "2 cents" to that. Rupert is great!
@@ColinJordan-lr2xm 🙏
Very happy to have discovered this great tool and your channel! Looked at the airtable designer and got stuck with the one page only limit, plus that you can not use data from different tables. The free plan in DocsAutomator (though they changed it to 20 PDF per months) is fair! Thanks for sharing this, Gareth.
Welcome aboard! Glad to help and I appreciate the comment!
Thank you for this amazing tutorial, Gareth! 🎉
Really great tool that meets a huge need for no-coders, thank you!
@@GarethPronovost Thank you!
Thanks Gareth, this video led me to DocsAutomator, something I've been needing for months now, but could never find!
Woohoo! 🚀
Thank you so much Gareth! As usually there is an exсellent video!
Thank you! 🙏
Looks neat. I don't know if I can justify these costs for my needs though, especially that Page Designer has similar functionality albeit very clumsy.
Totally get it, if PD gets the job done for you!
Great tutorial Gareth, thanks. I just want to point out a beginner issue I had when mapping the fields. The {{ on my keyboard were the wrong type of {{. If your fields are not showing up to be mapped on Docs Automator make sure your keyboard isn't messing with you.
Interesting! How did you get the correct characters to present?
I had to copy paste them from a help article as a workaround until I can figure out an easier way.
@@GarethPronovost
Hi Gareth, thank you for putting effort in making another video.
I'm concerned, that the app requires Google Drive access & users need to publish to web the template. This is a no-go for me as in case of a data breach, the data in the templates is accessible by everyone in the web.
This is actually not correct in the demo. The Google Doc template document can stay private. Happy to answer any more questions!
Apologies that I didn't get the privacy quote right. I received an alert that the doc couldn't be read, so I assumed it was the share settings. Rupert (CEO of DocsAutomator) assured me it was not required!
Great video Gareth. It gives me pause that when I went to connect to Airtable it lets me know that DocsAutomator can create and delete records and see my records. Should I be concerned with this?
This is a standard warning for any API connection between tools. In order to create the document, DocsAutomator needs to have access to read/write to/from Airtable. I'd suggest exploring DocsAutomator in detail and reviewing their privacy settings if you're concerned.
Can you have linked but not dependant tasks? For example can you have tasks that are on the same day but need to be performed at the same time?
Sure - in that case it sounds like your tasks wouldn't link to one another but instead to a DAY or PROJECT
what are the additional features compared to using airtable page designer?
With Docs Automator you are not limited to a single page report. But the real advantage is that you can bring in line item data from multiple related tables and create multi page reports very easily.
Also, I don't believe page designer is automatic yet, but requires you to open the extension and save a copy of the doc
@@TheRemyRomano Couldn't have said it better! More points:
- Document creation can be automated / used in automations
- You can store the generated Google Doc to keep editing documents
Hello, is that worst compare to Documint? Can you use conditions like you can in Documint and also can you take data from deeper?
Similar to Documint, true. I don't believe there are conditional options for the data, but I haven't gone deep into it quite yet. You can take data from deeper.
Here's our problem:
Our template is not pulling from the database or spreadsheet.... It's sending the data TO the database dynamically.
What we're doing is using docs which has maybe 40 or 50 dynamic variables that need to sync FROM the doc TO the database.
How to accomplish that?
Updating from a spreadsheet to a doc variable field is the easy part. Going the other direction is the challenge that we keep facing.
Thanks for the excellent tutorial! ❤❤ The whole process in DocsAutomater is quite user friendly. Sadly it seems the data mapping doesn't support non-English data😂😂. Hopefully they will fix it.
🤞
Please reach out to us, DocsAutomator supports any language :)
does it count as "airtable automation"? since we have limited automation now? /confusing in sad emoticon/
Yes, using this method will count as Airtable automation since we built the script inside automations. There is another option to create a script using Airtable extensions, but it's not automatic
@@GarethPronovost ooh okay, thank you for the information
How is this different from Documint?
Similar to Documint, yes. I found the template formatting options to be simpler here, but the drawback is that your template lives in Google Docs
Great , excelente
they make it so easy! 🙌🙌🙌🙌