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Populate documents from Hybrid databases (Spreadsheets)

Introduction

We all use spreadsheets. They are very easy to use and are flexible for our day-to-day business activities. But spreadsheets are too simple with limited features and managing them becomes difficult once they grow in size and complexity. 

On the other hand, databases help us manage large amounts of data. But if you are not from IT, using them is difficult, particular for retrieval and data operations. Cryptic SQL commands and outdated admin interfaces make the learning curve too steep for a business user.

The solution lies in hybrid spreadsheet and database tools. They offer collaboration platform that combines the flexibility of a spreadsheet interface and makes it incredibly simple to make a relational database. Adding your data is as simple as using a spreadsheet. You can include images, tags, formatted text descriptions,  and more to make a visual database that looks and work just like you want. 

There are a lot of choices that includes the likes of Airtable, RowShare, Smartsheet etc. However, creating documents from these sheets is a costly and time-consuming task.

Almost all of them offer Zapier integration and you can automate document creation by integrating with EDocGen.


How to Do it:

 EDocGen zap is extremely simple to setup and you can start generating documents in less than few minutes.

Let me show you how to go about document generation from the hybrid database, by taking Airtable-EDocGen integration as an example. 


Step1: Upload template into EDocGen

To get started, we’re going to setup proposal document template in EDocGen. Add relevant tags for dynamic fields and upload the template.   To know more about how to add tags to your existing document, please refer to Tags help.



Step2: Setup Zapier trigger

For the Trigger, I'm going to choose the Airtable app and select "New Record" trigger. Every time I create a new record in Airtable, a new document get generated.


 Once I authenticate my Airtable account, Zapier is going to load a list of bases and tables in your account.  Select the base and table.

Make sure the table's columns match with the template's dynamic fields.




Step3:

Next, we’re going to setup the Action of our Zap.  We’re going to choose  EDocGen and select "Generate document" as the action. Once you  authenticate your EDocGen account, Zapier is going to load a list of templates in your account. Select relevant proposal template and enter output file name. Next, map dynamic fields to Airtable selected table columns.




That's it. Every time you enter a new record into Airtable column,  a document would be generated and sent in a matter of minutes. Automation at work!


Follow the same steps to connect with other hybrid databases.

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