Automation to create invoices in Google Drive from Airtable ⚡

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  • Опубликовано: 18 окт 2024

Комментарии • 17

  • @GarethPronovost
    @GarethPronovost  Год назад

    Grab our free automation training 🎉 garethpronovost.com/webinar-registration ⚡

  • @digitallydecluttered9821
    @digitallydecluttered9821 Год назад

    this was very satisfying to create, thank you for sharing

  • @halleamaury8519
    @halleamaury8519 Год назад +3

    Thanks Gareth! Is there a way to improve the overall design/format of the created doc? Usually using Make you build you Google Doc template before, map the variables before sending them. Could we do something similar? Both creating and/or updating the document?
    I am currently trying to find the best way to generate reports (on google doc) that may includes "dynamic tables"... I find it very complex to insert tables in GoogleDoc using Making. While on the other side, Airtable has the capacity to create those grids/tables amazingly.

    • @arturj6689
      @arturj6689 10 месяцев назад

      I'm curious about that as well - have you found a good solution for it?

  • @marcelogarcia3481
    @marcelogarcia3481 Год назад +1

    Awesome!
    i have a few questions:
    1) How can i save as PDF back in airtable?
    2) can i format the doc? Something like html format, like the emails automation

    • @theladooshop
      @theladooshop Год назад +3

      If you add "/export?format=pdf" to the end of the Doc url, and if the doc was stored in a public folder, you can put that in the Automation step where you're Updating the invoice which will let Airtable upload a PDF version of the file to the attachment field.
      You don't need a formula field or extra automation steps, just put the export bit at the end of the file url.
      Taken from @amodelmannequin 's super helpful comment on one of GAP's previous Airtable / Google Docs invoicing vids. Not 100% sure why that step hasn't been included here.
      ruclips.net/video/X0LQ7uypaNE/видео.html

  • @SupportAhimsa
    @SupportAhimsa Год назад +1

    Very good method to avoid billable services like Documint but the header of the columns on a black background automatically created by google docs is not at all esthetic and not very suitable for printing. Is there any way to avoid or eliminate this background?

  • @DerekAmyot-Pelletier
    @DerekAmyot-Pelletier Год назад

    This is great! How do you manage to make that client pay the invoice ? Is there a way yo send a payment link with the invoice ?

    • @marcelogarcia3481
      @marcelogarcia3481 Год назад

      i think you should add link previously in a field, and then map it the same way Gareth does in the video with the invoice number

  • @arturj6689
    @arturj6689 10 месяцев назад

    Is there an option to modify a document or create a template? Using HTML, Markdown, or another set of tags?

  • @DCWilliam24
    @DCWilliam24 8 месяцев назад

    All I want fom Airtable:
    1. Use Page Designer to design a PDF from table content.
    2. Have that PDF automatically generated and saved to an attachment field any time the record is updated.

    • @GarethPronovost
      @GarethPronovost  8 месяцев назад

      There's a 3rd party tool that can help with this. Check out Documint

  • @jfbmusic
    @jfbmusic Год назад

    Another great walk-through Gareth, thank you for the clear explanation that builds on some previous invoice-focused videos.
    * Important to note that Google Docs integration now requires upgrading to the Airtable's Pro plan. See the section below the one seen in your video (ruclips.net/video/WEHEVqxB4ps/видео.html) labeled "Upgrade to integrate with…" as its header.

    • @GarethPronovost
      @GarethPronovost  Год назад +1

      Thank you for sharing! I apologize that I failed to check this prior to publishing!

  • @rileyspiller
    @rileyspiller Год назад +1

    I love your content but your videos are very often missing visuals. Verbal descriptions are not enough. I usually have to watch your videos backwards, jumping around, to understand what you're talking about.

    • @GarethPronovost
      @GarethPronovost  Год назад

      Thanks for watching and for the feedback - we are always looking to improve!