The Pre-fill from Google Sheets Bot


The Pre-fill from Google Sheets Bot

The Pre-fill from Google Sheets Bot automatically moves data from a Google sheet to selected fields in the document you are working on. In this course, you will learn how to install and set up the Pre-fill from Google Sheets Bot.

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About this course:

Learn how to automate the process of populating a Slate with data taken from a Google spreadsheet.

By the end of this course, you will be able to install the Pre-fill from Google Sheets Bot and customize it to your needs.

What does this course cover?

This course goes through every stage of the Pre-fill from Google Sheets Bot configuration, from connecting your account to setting conditions for when the Bot will act.

You will learn how to route your data from a spreadsheet’s columns to your document and use it to map your document’s field data.

Why was this course made?

We created this course to show how easy you can automate data transfers from the columns in a Google spreadsheet to the required fields in a document.

Who can enroll?

Anyone can enroll in this course and we recommend doing so while getting to know airSlate better.

The materials for this course include:

  • learning resources to help you set up the Pre-fill from Google Sheets Bot on your own
  • practice sessions so you can consolidate learning through practical application

What you will learn:

How to locate and match data in a document field with a value from a column in a Google spreadsheet
How to map document fields to Google spreadsheet columns
How to set conditions for when a document will be automatically pre-filled with data from a Google sheet
Duration 1 hour
Certificate A verified certificate is included
Subject The Pre-fill from Google Sheets Bot
Level Intermediate
Language English
Price Free

Earn a verified certificate to demonstrate the skills you gain

Verified by airSlate
Receive an airSlate-issued certificate with the airSlate logo to verify your achievement and expand your career prospects.
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Post your certificate on LinkedIn or add it directly to your CV.

Achieve your career goals with airSlate’s advanced certification programs

Automation Architect
Learn how to make any process in your workflow run like clockwork. Automate each step using Bots and triggers and perform integrations with popular CRMs like Salesforce or MS Dynamics 365.
Business Process Analyst
Identify which processes in your workflow can be automated. Learn key metrics to propel your business forward and increase your return on investment (ROI).
Custom Bot Developer
Learn how to design and develop airSlate Bots — a powerful robotic process automation tool that can be customized using airSlate.
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Students who complete the airSlate Academy’s courses are welcome to become partners. Get the necessary skills for building automated processes, helping airSlate newbies, and generating revenue.

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How to import data from Google Sheets automatically

Google Sheets has quickly become a lightweight, easy-to-use application that runs right from your browser.

If you have not used a spreadsheet yet, they might scare you a little bit. But don’t let that deter you from giving them a shot. Professionals in many industries enjoy using them.

We will show you how to automatically create web forms using Google spreadsheet information. You do not need to be a programmer or API specialist to do it.

Convert google spreadsheet to form for easier data transfer

Any organization’s activity is usually heavily connected to working with contracts and other documents. Having an efficient document flow is essential for companies of any size. What do we know about contracts? Typically, the same fields change; customer details, numbers, dates, addresses, etc. Scrolling through the contract and putting the right data in the right places takes time. And things that take time are often boring and expensive.

Business process optimization 101 —— avoid manually processing large amounts of information. Most often, people use Google spreadsheets for that. Though, when facing routine grueling data entry, simply organizing information into data tables is not enough. Without a powerful automation tool, your business will be stuck and always falling behind.

Many have turned to airSlate to solve the problem of slow processes and the elimination of repetitive data entry with automation software. It allows you to import data from Google sheets and use it to fill in web forms automatically. By quickly configuring a smart Bot, you can complete a large number of forms while using your energy for more important tasks. Some of the Bot’s benefits are:

  1. Reduced errors.
  2. Time-savings.
  3. Faster transfers.
  4. Cost Cutting.
  5. Improved performance & quality.
  6. Immediate results.

With airSlate, you get all these advantages without having to know how to code or have special knowledge about PHP or other programming languages.

Optimize business processes of any complexity with airSalte, the unique all-in-one platform that integrates with any system of record. You get everything you need to simplify team collaboration and improve reporting and workflow tracking, automate document generation and data extraction. With out-of-the-box solutions for automating business tasks, as well as useful tools for configuring and customizing Bots, airSlate allows you to implement a seamless integration approach to the wat teams work.

Workflow automation plus spreadsheets to fill forms equals faster results and happier employees

Many report-related tasks can be solved without programming skills using business process automation. Get a ready-made solution for transferring information from a spreadsheet to form with the help of airSlate’s innovative automation Bot. Our team of experts has created a special training course that teaches you how to use it.

The airSlate Academy prepares you for advancement in a career in a digital transformation like business process management (BPM), document process automation (DPA) and robotic process automation (RPA).

The course on import data from Google Sheets teaches you:
  1. How to configure the Pre-fill from Google Sheets Bot.
  2. How to set the conditions under which the document will be automatically pre-filled with data.
  3. How to find and link Google spreadsheet rows/columns to form fields.

Improve your knowledge in business digitalization or discover a new path of growth. Join the thousands of professionals in finance, insurance, HR and healthcare who have already advanced their careers with a certification from the airSlate Academy.

Do you want to learn how to use Google Sheets to its fullest? Take a course on setting up the Pre-fill from Google Sheets Bot along with the airSlate Fundamentals and Automation Bots courses.

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