A deep dive into the technical workflow of DocsAutomator, demonstrating how to map Airtable fields and related line items to Google Doc placeholders. Rupert explains how the built-in AI agent can reverse the traditional workflow by generating templates directly from your existing Airtable data structure. The discussion covers post-generation actions, such as saving PDFs back to Airtable, merging existing PDFs, and sending documents via Gmail or Outlook. It also explores the technical complexities of working with the Google Docs API and a breakdown of supported platforms including Notion, ClickUp, SmartSuite, and more. ⏱ In this cut: 00:22 — Mapping Airtable data to Google Doc placeholders 00:42 — Using AI to generate templates from data structures 01:35 — Mapping line items and related tables 06:06 — Post-generation actions and webhooks 09:56 — Challenges of the Google Docs API 13:21 — Supported platforms and formats

🔗 Resources mentioned in this episode:
• DocsAutomator: https://docsautomator.co?via=on2air

This is a clip from S25-E08 of the BuiltOnAir Podcast.