I would like to automate the creation of engagement letters. I want to retrieve the client’s legal data from pappers.fr in PDF format, then extract the data into an Airtable database, and finally populate the dynamic fields of my Word document to generate my engagement letter. How can I find existing templates for this type of need or identify best practices to create one that is optimized? Thank you for your advice.
Welcome to the Make community!
I would suggest completing the Make Academy before jumping into building a complete scenario. If you need specific assistance when you are building a scenario it’s easier to help you then. Otherwise, you can also hire a professional by posting a request in the Hire a Pro category.
Here are some useful links and guides you can use to learn more on how to use the Make platform, apps, and app modules. I found these useful when I was learning Make, and hope they might benefit you too —
parseDate | tokens for formatDateHope this helps! Let me know if there are any further questions or issues.
— @samliew
P.S.: Investing some effort into the Make Academy will save you lots of time and frustration using Make.
Hello Samliew and thank you for your answer I will continue the make academy courses.