Document Generation

Everything you need to know about generating PDFs from your database.

Templates

Template Builder

Visual drag-and-drop editor with pre-built blocks. No Google account required.

Google Docs Template

Create templates using Google Docs with variables

Google Slides Template

Create slide-based templates for presentations and reports

Features

Variables & Auto Field Mapping

Use the Fields Panel for auto-mapping or write your own variables

Checkbox Variables

Auto-check boxes based on Single Select or Multiple Select fields

Line Items

Generate tables with dynamic rows from linked records

Nested Line Items

Multi-level line items for complex document structures

Conditional Sections

Show or hide content based on field values

Dynamic Images

Insert images from your database fields automatically

Sorting & Grouping

Use Airtable views to control sorting and filtering

Multiple Grouping (Template Builder)

Organize data with up to 3 levels of hierarchical grouping

Email Delivery

Send generated documents directly to recipients via email

Print Labels - Repeat X Times

Duplicate the same label X times based on a quantity field (Template Builder only)

View Reports

Export entire Airtable views as PDF reports - no template required.

View Report

Export any view as a formatted PDF table. Generate on demand or schedule with automations.

Troubleshooting

My PDF is blank or missing data

This usually happens when variables don't match your field names. Check that:

  • Your variables exactly match your database field names (case-sensitive)
  • The record you're generating from has data in those fields
  • You've mapped all the fields correctly in TypeFlow
Line items are not showing

Make sure you have:

  • A linked records field connecting to your line items table
  • The correct table selected for line items in TypeFlow
  • Proper syntax: {{#line_items}}...{{/line_items}}
Images are not appearing in my PDF

For images to work:

  • Use the {{image:Field Name}} syntax
  • Make sure the image URL is publicly accessible
  • Check that the field contains a valid image URL
PDF formatting looks different than my template

Keep in mind:

  • Use standard fonts (Google Fonts work best)
  • Avoid complex tables or nested formatting
  • Set explicit page margins in your Google Doc
  • Use the preview feature to test before generating

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