How to use the Airtable Web App Integration

Follow these steps to build a document creation process with Airtable and ActiveMerge.
For using the ActiveMerge Airtable Extension see this article.

View the video demo here. 

Step 1: Create Your ActiveMerge Account

First, set up your ActiveMerge account so you can manage templates, workflows, and integrations.

How HR Teams Can Auto-Generate Employment Contracts from a Hiring Spreadsheet image 2

  • Register using your work email address and create a secure password.

Step 2: Create a Contract Template in Word or Google Docs

The template will be your document that ActiveMerge uses to insert Airtable data automatically.

  • Open Microsoft Word or Google Docs.
  • Write your standard legal agreement — for example, a Client Service Agreement or Retainer Contract.
  • Replace variable data fields (client name, address, date, rate, etc.) with merge placeholders wrapped in curly braces {Name}.

Here’s a sample contract template you can copy:
https://activemerge.com/templates/free-legal-contract-word-template/

  • If you use Google Docs download as .docx format.
  • Upload it to ActiveMerge under Templates → Upload Template.

How to Generate Documents from Airtable Automatically Using ActiveMerge image 4

  • Click Detect Placeholders to verify that all {fields} were recognized.

How to Generate Documents from Airtable Automatically Using ActiveMerge image 5

Best Practice: Make sure your placeholder names (e.g., {Client_Name}) exactly match your Airtable column headers.

Step 3: Click on API and Integrations menu

You’ll now connect ActiveMerge to Airtable using oAuth flow.

Click on the Manage Connection link in Airtable.

Click on Connect to Airtable – make sure you are already logged in to your Airtable account.

 

Step 4: Set Up Your Airtable Base

Now, you’ll prepare the data source that will feed into your legal contract templates.

Select the access:

To All Resources

Or just one base

 

Once you granted the access you should see this.

Generate Documents from an Airtable Base

Now that we have the Airtable integration ready we can generate the documents.

Step 6: Generate Documents

From here you can generate documents as you would with any other source. File mapping should be automatic as it’s using an AI in the background, but please check all the fields are with the proper placeholder.

Best Practices

  • Keep placeholders identical to Airtable field names use underscore instead of spaces.
  • Always run a test preview before bulk-generating.
  • Maintain clean, versioned templates in ActiveMerge for different contract types.
  • Use automation to handle repetitive tasks — such as client delivery or archiving.