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Automation to create invoices in Google Drive from Airtable

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Airtable

Database/Spreadsheet

If you're looking to automate the creation of invoices with just a push of a button, you've come to the right place. Iโ€™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.๐Ÿ‘‡
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Learn more at these links: ๐Ÿ”— ๐Ÿ‘‡

Learn the basics of Airtable Automation!
https://www.garethpronovost.com/webinar-registration

Take our free Airtable Crash Course!
https://garethpronovost.com/airtable-crash-course

Getting Stuck? See how we can help!
https://garethpronovost.com

Get our Airtable Field Type download!
https://garethpronovost.ck.page/field-types

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Table of Contents: ๐Ÿ“– ๐Ÿ‘‡

00:00 - What this video covers
01:32 - Recapping the Invoice Data Schema
02:14 - Building out an invoice in Airtable
03:48 - Building the Airtable automation
04:33 - Building an Invoice interface
08:01 - Adding Button in interface to trigger automation
09:07 - Creating a Google Doc with Airtable Automations
10:50 - Using Automation to design Google Doc
11:52 - Find line items for invoice through automation
15:35 - Linking Google Doc back into Airtable database
16:58 - Testing Automation
18:13 - How to get more help!

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Software Resources (may contain affiliate links): ๐Ÿ’ป ๐Ÿ‘‡

Airtable - https://airtable.com/invite/r/v0eI3ASY

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#Nocode #GarethPronovost #Airtable

Automation to create invoices in Google Drive from Airtable

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