Self-paced

Pre-fill from Google Sheets

Self-paced

Pre-fill from Google Sheets

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.

main illustration

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
Enroll
Duration 25 minutes
Certificate A verified certificate is included
Subject The Pre-fill from Google Sheets Bot
Level Intermediate
Language English
Price Free
Rating

4

Rate

Rate this course

Help your caterer improve their service by rating them

0

Thanks!

Your feedback has already sent

Enroll

Earn a verified certificate to demonstrate the skills you gain

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

All you need to digitally transform your business

The airSlate Academy combines everything you need to digitally transform your business, including legally binding eSignatures, advanced PDF editing, and automated workflows.
Familiarize yourself with eSignatures, their implementation, business value, and learn how to create legally binding eSignature workflows for your business.
Change the way you work with documents into an interactive online experience and learn how to make your documents look professional.

Achieve your career goals with airSlate’s advanced certification programs

certifications
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.
certifications
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).
certifications
Custom Bot Developer
Learn how to design and develop airSlate Bots — a powerful robotic process automation tool that can be customized using airSlate.
View the certificate

Become an airSlate Partner

Students who complete the airSlate Academy courses are welcome to become partners. Get the necessary skills for building automated processes, helping airSlate newbies, and generating revenue.

Learn more about airSlate partnership benefits

become partner

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.

Show more

Questions & answers

Collecting data in a spreadsheet is pretty straightforward. Plus, with built-in tools, you can easily filter and manage information. But when it comes to importing data into a Google spreadsheet, there are only two ways: manually and automatically. If you transfer all numbers and details manually, you run the risk of an error-prone process. Although, this will never happen to you if you use automation. Using RPA, you can accurately manage any amount of information and transfer it to a spreadsheet in a matter of seconds.

To automate your Google Sheets, you need to use additional automation solutions because there are no tools in Google that can cope with your requests. Take the Academy Automation courses to find and use the most straightforward way to automate Google Sheets. Using automation, you're able to pull and push data effortlessly.

Without connecting an additional solution, you can't import data from one Google Sheet to another. airSlate, an all-in-one automation solution, helps you collect data from one document and move it to another in no time. Learn how to set up a few Bots and run an automated workflow at the airSlate Academy.

airSlate helps you copy and transfer data and organize it into a beautiful document. To take advantage of the feature and populate Google Docs from a spreadsheet, you need to create a suitable template where you want to import data from Google Sheets and set up a Flow configuring Bots. Learn how to work with Bots correctly in the airSlate Academy courses.

airSlate Bots are flexible to customize. This is a great advantage because you can populate a Google form from a spreadsheet with the information you need. When setting up a Bot, select a field (dropdown field) and specify that you want to output a value, for example, from column D. Then in the finished form, when your recipient clicks on this dropdown field, all the values appear, among which they can select one.

Google Sheets automation is impossible without additional tools. Take advantage of airSlate and build up your workflow automation integrated with Google Sheets. You can pull and push data automatically and generate beautiful documents and organized spreadsheets in no time.

Sometimes, to import data into Google Sheets, all you need to do is upload the CSV to Google Drive by converting it. However, if you want to supplement an existing spreadsheet with document information, use airSlate. Upload your document and specify which column and row you need to add to your spreadsheet. You can connect your Google Drive to a Flow in a few clicks, no coding required.

Take the airSlate Academy course and learn how to automate Google Sheets so that they update every time you receive a new document. Configure Bots properly and link them with corresponding spreadsheets in clicks. Use an automated workflow to transfer a mass amount of digits and details automatically.

Google Sheets automation is a new approach to managing multiple sets of data and creating a robust workflow. Grasp more insights and trends with airSlate Academy automation and learn how to automate the copying of data from another sheet in Google Sheets, populate a Google form from a spreadsheet, and so on. Say goodbye to manual data entry for good.

If you don't want to waste time on error-prone manual entry, use Google spreadsheet automation with airSlate and find out how to import data into Google Sheets automatically. The information you collect via airSlate is passed in columns and rows according to your requirements and conditions.