Start sending documents when a record is added or updated in Airtable. Eliminate errors associated with manual data entry and ensure information accuracy and accountability while automating contracts, sales invoices, proposals, product inventories, and many more.
1.Add autostart as described in this article, select Airtable Update, and proceed to settings.
2.Connect to your Airtable account .
In the pop up window grant the acces to your Airtable workspace and its bases.
Once done, you will see successful connection via Airtable Auth.
3.Select the Airtable base, table and view.
4.Match a field in a document with a column in a table.
5.Adjust what triggers the workflow start.
6.Decide how many documents will be sent for each record in the table(the maximum number of documents is 5).
7. Select when the document should be created and click Apply changes:
New row is added — triggers only when a brand-new row is appended to the spreadsheet. Updates to existing rows will not start the workflow. Examples:
A new client record is created in Airtable → send them a welcome or onboarding package;
A new project is added to the tracker → automatically send a kickoff document to the team;
A new applicant appears in the hiring base → trigger a job offer or NDA.
Any row is updated — triggers whenever anything changes in the spreadsheet, regardless of whether it's a new row being added or an existing row being modified. This is the broader option that covers all spreadsheet changes. Examples:
A deal status changes from In Progress to Closed Won → send the final contract;
A project deadline is updated → notify the client with a revised timeline document;
A contact's email or billing info is edited → resend the updated agreement.
