Try Documint for *free* here: 👉 www.documint.me/?via=gareth Join us for our *FREE LIVE TRAINING* that teaches the building blocks of automation 👉 www.garethpronovost.com/webinar-registration
@GarethPronovost
2 жыл бұрын
I have no idea why I said "Squirrely Brackets" instead of "Squiggly Brackets" - there's no excuse 🤦♂️ 😅
@xkdconsulting2416
2 жыл бұрын
Hey I think it could be a new trend I kind of like it.
@GarethPronovost
2 жыл бұрын
@@xkdconsulting2416 😂
@steveruqus2680
Жыл бұрын
You are awesome and you've taught me so much, but that was pretty funny.
@arielsigler948
2 жыл бұрын
This is too complicated. As you said: We want it fast , we want it now and we want it Free with Airtable. We don't want 2 additional apps
@TheRemyRomano
2 жыл бұрын
Cool. I’m not 100% sure but it seems like I have done exactly the same thing using only documint and Airtable. Maybe I missed some functionality but in Airtable I can click a button and generate the document in the attachment field. I am currently only using the free documint functionality. I have long run out of automations. It’s sad that we are limited to so few Airtable. I don’t think I’m using an automation to do this but I have slept a few times since I ran the report.
@GarethPronovost
2 жыл бұрын
Hi Remy, thanks for watching. Yes, there are a few different ways to do this - one way is to use a URL from Documint and create a direct button from it. I'll have to showcase this delivery in a future video.
@tonyromero4142
Жыл бұрын
Thanks for the guide Gareth. I built this on Make and it works like a charm!
@GarethPronovost
Жыл бұрын
Outstanding!
@cottagekeeper
7 ай бұрын
A huge pain point in Airtable is they offer such a brilliant database but no easy way to use their app to create documents that adjust in size based on the data being entered into the document. As a small business we don't have the money to pay for all these additional apps nor the time to figure out how to get the AT data into the other apps. Security is also concerning using other apps to pass my data through, are these other apps based out of the US collecting email, phone number, addresses????
@GarethPronovost
7 ай бұрын
I totally get your frustration - I also wish that one software could solve ALL the problems. I think that might be possible in the future, but as these tools evolve in real time, I try to keep the channel updated with the options I find that work best for me in our company and for our clients. You might try automations with Google Docs, since many small businesses already use Google. Alternatively, Documint has a very robust free plan that won't cost you anything extra. I'm not entirely sure where Documint is located. I believe one of their founders is in the US and the other founder is in the UK. I'm 90% sure that they are a US company, but I'm sure you can contact them through their website and confirm that info, as well as what their security and privacy considerations are.
@piotrula7
9 ай бұрын
Google word is not enough for this operation?
@GarethPronovost
9 ай бұрын
If an automated PDF is needed, I don't think Word can handle this workflow
@Londya
2 жыл бұрын
Could you show how to build a contract from documint? How would that work for both parties to sign it after you've created the doc? Or do they have a signing feature?
@GarethPronovost
2 жыл бұрын
Sure thing - we'll add that to the queue for next year! In the meantime, the basic steps would be to send that document to a doc signature software like HelloSign using an automation. The doc signature software then picks up the doc and sends it out for e-signature.
@kidlaborde
2 жыл бұрын
I can't believe how complex is to automate the creation of a simple document from a record in Airtable...
@GarethPronovost
2 жыл бұрын
You can always use the Page Designer App inside of Airtable, but it's not fully automated which is why many people go outside the environment to 3rd party tools like this.
@orenbornstein646
2 жыл бұрын
can I choose a variable from a dif tab in airtable?
@GarethPronovost
2 жыл бұрын
sure can
@GarethPronovost
2 жыл бұрын
If it's "linked" to the primary table for your document
@orenbornstein646
2 жыл бұрын
it's impossible to follow along the lines of code you enter, they don't match up with what airable asks and you add things/edits that you don't mention, can I get the exact code? very frustrating.
@GarethPronovost
2 жыл бұрын
I deleted this already since it was just an example for this video. I'd suggest reaching out to Documint for help, their support is great.
@orenbornstein646
2 жыл бұрын
@@GarethPronovost thanks. I still Love all the videos!
Пікірлер: 26