Airtable Quick Mail Merge
Perform a mail merge using the Airtable Base Employee Directory
Under construction …
The Automation Quick Mail Merge is especially suitable for a very fast processing and creation of a large number of documents such as serial letters.
In this application, Ultradox uses the data from the Airtable Employee Directory to create a mail merge in PDF format and sends it to your printer.
Ultradox will create the individual PDF documents for each entry at the same time which makes Quick Mail Merge the fastest PDF mail merge on planet Earth
After copying the example to your Google Drive (My Drive), you will find the following files and folders in the Quick Mail Merge project folder:
The Ultradox Automations Preview, Merge and Quick Mail Merge, the Google Docs template Template and the folder Documents.
Airtable Employee Directory
As this example uses the data from the Employee Directory example, please copy the example base into your Airtable account. You can then perform the mail merge using the provided sample data or populate the base with your own data.
Ultradox Automation Preview
To generate a preview of your template, you must first link the Automation Preview to the Airtable Employee Directory so that Ultradox can load the data for the placeholders in the template.
If you have never connected Ultradox to your Airtable account you will have to grant access to your Airtable account by clicking on the key icon in the first building block.
You will then get prompted to enter your API key. Copy and paste the Airtable API key into the text field to grant access to your Airtable account.
After you have successfully connected your Airtable account, you can then select the base and table to be loaded.
Click on not selected in the first building block to open the Airtable picker dialog and pick Employee Directory from the Employee Directory base.
Then select a record for your Airtable so that your preview can be generated. Click on the record with given ID in the title of this building block and select an entry.
Now open the Template via Google Drive or by clicking on the corresponding button in the Generate PDF building block.
Now edit and design the Google Docs Template and create a preview using the Automation.
Click on the Preview button in the title of the Generate PDF building block. Ultradox opens a preview of your template in a new browser window.
Open Automation Merge to select your cloud-ready printer on which to print the mail merge.
Click on given printer in the title of the building block and select a printer. If necessary, allow Ultradox to grant access to your printer settings.
In addition, the individual PDF documents are saved in the folder Documents and can be used or printed later.
If you do not want to print your documents on your printer when running Automation Quick Mail Merge and have not selected a printer, then switch off the Print document building block using the on/off switch. Otherwise, all generated PDF documents will not only be stored in the Documents folder, but also on Google Drive.
Connecting and Run Automation
For a smooth process it is important that you also connect the Automation Quick Mail Merge with the Airtable Employee Directory.
Open the automation and select the Employee Directory table in the first building block by clicking on not selected and selecting the table and base.
If you have connected to Airtable in the Automation Preview, no further authorization is required.
If you are satisfied with your template, generate the mail merge by clicking the Run button in the menu bar of the Automation Quick Mail Merge. Ultradox will then create a PDF document for all records in the Airtable Employee Directory and send it to your cloud-enabled printer.
That's it! You have successfully automated the creation of a serial letter.
Questions and Feedback
If you have any comments on this page, feel free to add suggestions right to the Google document that we are using to create this site.
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Last Updated: 2/19/19