Create Pennylane draft invoices from Airtable

Extract the ZIP received by email. Attach the PDF and automation.js to ChatGPT or Claude; add demo-acme.json if you want a new base with demo data. Send:

Apply the single prompt on pages 5 to 8 of this guide, using the attached script.

Choose an existing base or a new one. Your assistant inspects and reuses compatible tables, prepares the client page and automation, then gives you their links and the remaining manual settings.

If the assistant cannot read the PDF, copy the entire prompt from pages 5 to 8 into one message with the script. No technical IDs to enter in the prompt.

In Pennylane → Ventes → Clients, copy the unique client identifier into Pennylane client ID on the Airtable client page. Check Invoice date and Due date. For the demo, match ACME TEST - Invoicing to your Pennylane demo client. Pennylane menu labels follow the French help.

Create the company API token with customer_invoices:all and customers:readonly permissions. In the Run a script action, add it as the PENNYLANE_TOKEN secret. Keep the four inputs your assistant prepared; the token stays in the Airtable secret.

On the client page, set the grid filter to To invoice = 1. Add the Generate draft button with an Update record action, checking only the field of the same name, without moving to the next client.

Enable the automation and publish the interface. The PDF details these actions and the parts your MCP connector may already have prepared.

Open the client page, check the displayed services, then click Generate draft.

Airtable creates the invoice and its copied lines. Included services leave To invoice; the client page displays the result and its Latest invoice.

In Pennylane, check the client, dates, lines, amounts and VAT before finalizing the draft. The script prepares the draft; you control its approval and sending.

With the demo: 2 lines, €2,200 excluding tax, €440 VAT and €2,640 including tax. If the result says Reconciliation required, keep the journal and reservation links, then follow the PDF procedure.