Get started with Typeflow

Typeflow is software that automatically creates PDFs (invoices, quotes, purchase orders, certificates, etc.) with Airtable data. Typeflow uses Google Docs for templates.

Typeflow won't work if you don't connect a Google Account. We recommend signing up with a Google Docs account, even if it's not mandatory.

Indeed, it's possible to create an account through email and then connect to a Google account different from your signup email.

Also, if you don't have an Airtable account, Typeflow won't work.

Please visit this link to connect an Airtable account or a Google Account.

Now, let's dive deep into the process of configuring automation to generate PDFs automatically with Typeflow.

Create your template with Google Docs.

In your Google Docs template, whenever you need a text coming from Airtable, you can use a variable like this: {{variable}}

Replace the variable word with anything you want. And that's it.

Typeflow will automatically detect new variables.

Configure Typeflow to map Airtable fields and Google Docs

Once you build your Template, follow these steps:

1. Select your newly created Google Docs Template with Google Picker. You can also duplicate a template we built for you.

2. Pick a base from your Airtable account.

3. Pick a table from your Airtable account.

4. Pick a field from your Airtable account. Be aware that it's a mandatory field.

5. You can optionally save your data in Google Drive and Google Docs. In this case, you need to add a URL field to your Airtable to easily access the documents you generate directly from Airtable.

6. You can map your data between Airtable fields and Google Docs variables.

Generate a PDF for test and implement Typeflow in Airtable

Now that you have configured your flow correctly, you can name future PDFs generated using Airtable fields and text.

Then, select a record from your Airtable table.

Click on generate, and after a few seconds, you will see the generated PDF.

It's time to import that flow to Airtable, so you don't need to do that in the Typeflow interface.

Classic implementation

1. At the bottom of the configuration page, copy the link. It follows this structure: /flow/[number]?flow_id=[number]&table_id=[your_table_id]&record_id=&RECORD_ID()

2. Go to your Airtable table.

3. Create a button field; name it as you want

4. Paste the URL

5. Now, whenever you need to generate a PDF, you can click on the button for the selected record.

Airtable Automation

It lets you automate your flow entirely based on different criteria.

We will share the part with you when you import the script into Airtable Automation.

1. Copy the script from Typeflow.

2. Click on the tab Automation in Airtable.

3. Go to your Airtable table.

4. Click on Automation.

5. Select run a script.

6. Open the editor.

7. Past the script in the editor.

8. On the left bar, implement a new input variable.

9. Name it record_id

10. Put as value Airtable record Id

11. And That's it! Be sure you have a trigger to run the script!

If you encounter any issues while implementing or using Typeflow, please get in touch with k@typeflow.us. We're here to help!