Why automate Storydoc with Airtable
Automating Storydoc creation from Airtable allows you to:
Generate personalized documents directly from structured table data.
Replace manual copy-paste workflows with automated version creation.
Keep Storydoc links attached to the same records your team already uses.
Use Airtable as a single source of truth for both data and generated assets.
Automation works through Zapier. For setup instructions, refer to the article How to Connect Storydoc with Zapier.
Valid Airtable triggers you can use
1. New Record
Triggered when a new record is created, or when new or existing records are first added to a selected view.
Common use cases:
Generate a personalized Storydoc when a new lead, client, or project record is created.
Create an intro deck or proposal as soon as a record appears in a specific view.
2. New or Updated Record
Triggered when a record is created or updated. This trigger requires selecting a Last modified time column in your Airtable table.
Common use cases:
Create a Storydoc only after key fields are filled in.
Generate a new Storydoc version when important details such as status, owner, or scope change.
Creating personalized Storydocs from Airtable records
Once a trigger is selected, Storydoc can generate a new version of a chosen template using Airtable fields such as:
Name or record title
Company or account name
Role or segment
Status or stage
Any custom fields in the table
These fields can be mapped to Dynamic Variables inside your Storydoc template so each version is personalized automatically.
Storing the Storydoc link back in Airtable
After a Storydoc is created, store the link directly in the Airtable record that triggered the automation.
Airtable supports updating records via Zapier (for example, using Update Record).
Recommended approach:
Create a dedicated Airtable field for the Storydoc URL.
Update that field with the generated Storydoc link.
Recommended automation workflows
Workflow 1: Create Storydocs for new records
Trigger: New Record
Action: Create Storydoc version
Write-back: Update Airtable record with Storydoc link
Workflow 2: Create Storydocs after data is complete
Trigger: New or Updated Record (using a Last modified time field)
Action: Create Storydoc version
Write-back: Update Airtable record with Storydoc link