Document Generator
Generate documents from your Records using custom templates from your favorite text editor.
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Generate personalized documents like invoices, contracts, financial statements, and complex reports directly from your Airtable records. Just create a template using your preferred text editor (Word, Excel, LibreOffice, Google Docs), upload it, select your dataset, and you're all set!
What is Carbone?
Carbone is a universal templating engine that merges datasets into professional documents, it supports:
- A wide range of file formats: PDF, DOCX, XLSX, CSV, PPTX, XML, HTML, JPEG, PNG, and more.
- Dynamic pictures, barcodes, charts, colors.
- Dynamic lists and tables.
- Conditionally logic to print section, or elements.
- Format Dates based on a Timezone.
- Format Numbers based on a Locale.
- Format Text, List, and Numbers thanks to "formatters".
- Render HTML content into PDF, DOCX and ODT.
- Aggregators to compute totals, averages, min, max, and more.
- (Not implemented yet on the Airtable Extension) Translations.
- (Not implemented yet on the Airtable Extension) Merge PDFs to your Documents.
- (Not implemented yet on the Airtable Extension) E-invoicing: FacturX & ZUGFeRD support.
How to design templates
- Create the template with your favorite Text Editor (Google Doc, Word, LibreOffice, Excel, Pages).
- Load the file to Carbone Studio: It will help you to manage and design templates.
- On Airtable, Select Records (Rows or Fields), then copy the "JSON Dataset" and past to Carbone Studio on the left panel: the right side will display the document as PDF merged with your data.
- On Carbone Studio, When you are done designing your template, copy the Template ID and past it on the Airtable extension.
Login to Carbone
Please note that you will need a Carbone account to use this extension, and you have to provide an API key:
- For testing purposes: Use the Test API keys to generate unlimited PDFs with a watermark (Free)
- For production purposes: Use the Production API key to generate documents in all formats without a watermark (Paid plan).
Roadmap
- Q1 2025 - Add Template management in the Airtable interface: For the moment you have to manage your templates on Carbone Studio and copy/past template IDs to Airtable.
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Getting Start
Tutorial to Create your first template
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