Create a document from a template with data population

Questions
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1

:bullseye: What is your goal?

Hello,

In Airtable, I have four projects in the Projects table, which are linked to the Clients and Collaborators tables.

In Make, I want to create a scenario so that I can populate a document based on a Google Doc template, containing the following columns:

  • Client
  • Project Manager
  • Total Budget

I want a single Google Doc to be generated with this data, not one document per project.

:thinking: What is the problem & what have you tried?

In my Make configuration, I created an Airtable - Search Records module, then an Array Aggregator module, and finally a Google Docs - Create a Document from a Template module.

My problem is that when I’m in the Google Docs Create a document from a template module, I don’t see the “map” button next to the Values.

Therefore, I can’t populate my table in Google Docs with my list of projects.

Do you have any ideas? Have I made a mistake in my configuration?

Thank you

:link: Create public scenario page

1 Like
3

Hi, you don’t really need an aggregator. You can map the details you want directly from your Airtable (if all the details are there). If not, set variables of the value you want to be prefilled, then open the “Create a document from template module” select the dropdown option under the “Create a Document from a Template” field, and choose your Document ID.

The values will appear for you to map, then click inside the box you want to map data in. If the value fields didn’t appear, refresh, or delete the module, and redo it.

I hope this helps!

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1 Like
4

Thanks Favour Tagbo

I would like the table’s data to be dynamic, based on the data present in the Airtable: for example, if I have 5 projects, then I have 5 rows in my table; if I have 2 projects, then I have 2 rows in my table.

Is it possible to do this with your solution?

1 Like
5

Yes, that’s possible. Instead of mapping fixed fields, you’d build the table rows dynamically using an Array Aggregator (or Text Aggregator with row formatting) and then inject that into the Google Doc template. The document doesn’t need to know how many projects you have. It just receives the generated table content.

So whether there are 2 projects or 20, the table will expand automatically based on the data coming from Airtable.

Hope this helps.

Regards, Tony