Hey everyone! I’m trying to speed up my quarterly business review process. Has anyone figured out a way to automatically generate a PDF deck for QBRs using data from Airtable?
I’ve got all my key metrics and info stored in an Airtable base, but it’s a real pain to manually copy everything into a presentation every quarter. I’m hoping there’s some kind of integration or tool that can pull the data and create a nice-looking PDF report in just a few clicks.
Any suggestions would be super helpful! I’m not too tech-savvy, so something user-friendly would be ideal. Thanks in advance for any tips or tricks you can share!
hey alexlee, i’ve been using zapier to connect airtable with google slides. it automatically pulls data from my base and drops it into a slide template. then i just export as PDF. took some setup but now its pretty slick. might be worth checkin out if ur not too techy. good luck!
I’ve been in a similar situation and found that using Airtable’s built-in ‘Blocks’ feature can be a game-changer for creating quick business reviews. There’s a ‘Page Designer’ block that lets you design custom report layouts using your Airtable data. Once set up, you can generate PDFs with just a few clicks.
The learning curve isn’t too steep, and it’s quite flexible. You can create templates for different sections of your QBR, like financial summaries, KPIs, and project updates. The best part is that it updates in real-time as your Airtable data changes.
If you need more advanced customization, you might want to look into Airtable’s scripting capabilities. With a bit of JavaScript, you can automate even more of the process. It’s been a massive time-saver for my quarterly reviews.
Have you looked into using Airtable’s API with a report generation service? I’ve had success with this approach for our QBRs. Basically, you can set up a script that pulls data from Airtable via their API, then feeds it into a service like Docupilot or Windward. These tools can create polished PDF reports based on templates you design.
It does require some initial setup and perhaps a bit of coding knowledge (or help from a developer), but once it’s running, it’s almost entirely hands-off. You just trigger the script, and within minutes, you have a professional-looking PDF ready to go. It’s been a huge time-saver for us and ensures consistency across all our reports.
The flexibility is great too - you can easily tweak the template or data points without having to rebuild the whole system. Might be worth exploring if you’re looking for a more automated solution.