Do I need to know HTML or CSS to use Build with AI?

No. Describe what you want in plain language and the AI generates the template for you. You can iterate by typing changes like "make the header blue" or "add a logo".

How do I reference specific Airtable fields?

Type @ in the text field to browse your Airtable fields. You can navigate linked tables and select the exact field you want. The AI will use the correct variable syntax automatically.

Can I create templates with line items and repeated sections?

Yes. Describe what should repeat in your document - for example "a table of line items with price and quantity" or "one page per product with accessories listed below". The AI handles the loop structure.

What happens if I close the page before finishing?

Your template is auto-saved as a draft after each change. When you come back, it will be restored automatically.

Can I edit the template manually after the AI generates it?

Yes. When you click "Use this template", the template is loaded into the visual editor where you can make manual adjustments if needed.

Build a Template with AI

Q: Can I change the page format (landscape, labels, Letter)?

Yes. The AI infers the format from your description, but you can change it anytime using the format selector in the preview header. Supported formats include A4, A4 Landscape, Letter, A5, A3, and several label sizes.

Describe the document you want in plain language. TypeFlow AI reads your Airtable schema, generates a professional template, and lets you refine it through conversation - no HTML or CSS needed.

Overview

Build with AI is the fastest way to create a template in TypeFlow. Instead of designing in an HTML editor, you describe what you want and the AI builds it from your Airtable data.

The AI knows your Airtable schema - your tables, fields, linked records, and attachments. It uses the exact field names so the template auto-maps when you use it.

What you can create:

Invoices, contracts, quotes, reports
Product catalogs with one page per item
Documents with line items, grouped data, nested tables
Templates with logos, images, e-signatures
Any page format: A4, Letter, landscape, labels

How to Build a Template with AI

Create a new flow and connect your Airtable base
At the template selection step, click Build with AI (the recommended option)
You will see a setup screen with your document type and source table pre-filled
Describe what you want in the text area
Click Generate template
Review the preview and iterate with changes
Click Use this template when satisfied

Template selection step showing Build with AI as recommended option

Describing Your Document

The text area is where you tell the AI what to build. Be as specific or as general as you want.

Simple example:

"An invoice with customer name, address, line items table, and totals at the bottom"

Detailed example:

"Blue header with company logo on the right. Customer billing address below. A table of line items showing @Product Choose > Name, @Product Choose > Price w/o VAT, and @Product Choose > Total. Subtotal, VAT, and total due at the bottom right. Notes section. Signature area."

The more specific you are, the closer the first draft will be to what you want. But you can always iterate after.

Tips:

Mention colors, layout preferences, and sections you want
Reference specific fields using @ (see below)
Mention "landscape" or "label" if you need a different page format
Say "with e-signatures" if you need signing fields

Using @ to Mention Fields

Type @ in any text field to browse your Airtable fields. A dropdown appears with all fields from your source table.

Setup screen with document type pills and description textarea

Navigating linked tables:

Fields from your source table appear first
Linked record fields show an arrow (→) - click to see the fields of the linked table
Click "Back" to return to the parent table

Example:

"Add @Line Items > Equipment Reference and @Line Items > Price to the table"

The AI understands which table and field you mean and uses the correct TypeFlow variable syntax.

Iterating on Your Template

After the first draft is generated, you see a 2-column view:

Left: conversation panel with chat input and quick actions
Right: live preview of your template

Two-column preview with conversation panel and A4 template preview

Type any change you want in plain language:

"Make the header blue"
"Add the phone number below the email"
"Move the totals to the right"
"Add a payment terms section at the bottom"
"Make it more compact"

You can also use the quick action chips below the input for common changes.

Click-to-Select

Click any element directly in the preview to select it. The element gets highlighted with a blue outline, and the composer shows which element you selected.

Click-to-select: selected Notes section with composer showing Selected pill