How to Automate Document Creation in Zoho Writer Using Airtable Data

You’re looking for a way to use your Airtable data to automatically generate documents in Zoho Writer.

Zoho Writer is a word processor similar to Google Docs or Microsoft Word, but it also includes advanced features for document automation, mail merge, and form generation. With Zoho Writer, you can create dynamic templates that automatically pull data from other tools to generate contracts, proposals, or reports instantly.

So, can you connect Airtable directly to Zoho Writer and use your Airtable records as the data source for these templates?

Unfortunately, there isn’t a direct extension or built-in integration between Airtable and Zoho Writer. Airtable’s Extensions marketplace does not currently offer any tools that connect directly with Zoho’s document automation system.

However, there is a way. You can use Make to link Airtable and Zoho Writer. Make has a dedicated Zoho Writer module, which allows you to pass Airtable data directly into your document templates, enabling automated document creation whenever new records are added or updated.

How to Set This Up

Make lets you connect Airtable and Zoho Writer without writing any code. Here’s a simple setup:

• Airtable Module: Use an Airtable module to watch for new or updated records in your base. This module retrieves the data you want to use in your document.

• Zoho Writer Module: Use the Zoho Writer module to send the Airtable data directly into your document template. The module automatically fills placeholders in your template, like {{Name}} or {{OrderNumber}}.

After the document is generated, you can deliver it wherever you need. For example, attach it back to an Airtable record, send it via email, or save it to cloud storage

This workflow can be used to generate contracts, invoices, reports, certificates, or any other documents based on your Airtable data.