Automation to create invoices in Google Drive from Airtable ⚡

If you're looking to automate the creation of invoices with just a push of a button, you've come to the right place. I’ve set up an automation to help build invoices in Airtable while saving them in your Google Drive folders. So say goodbye to manual data entry and focus on what really matters: driving results and growing your business.

In this video, I'll guide you through the process of setting up an automation that allows you to generate professional invoices directly in Google Drive from your Airtable database. I’ll walk through the different pieces you need to set up, including the data schema, invoice interface, and the automation itself.

In this video we’ll discuss:

• Recapping the Invoice Data Schema
• Building out an invoice in Airtable
• Building the Airtable automation
• Building an Invoice interface
• Adding a button to the interface and trigger an automation
• Creating a Google Doc with Airtable Automations
• Using Automation to build a Google Doc
• Find line items for invoices through automation
• Linking Google Docs back into the Airtable database
• Testing Automation
  

If you found this helpful and want to give it a try yourself, please use our links below! 👇

• Airtable

Plus, when you're ready to start automating in no-code, be sure to grab our free training here! 👇