Developed by
airSlate Inc.
Setup duration 5-10 min.
What the Export Attachments to Airtable Bot does
The Bot transfers completed documents and attachments to the corresponding table in your Airtable account based on the ‘if-this-then-that’ conditions you set.
When to use the Export Attachments to Airtable Bot
Install and configure the Bot to automatically export CV attachments, invoices, bills, or any other completed document to Airtable.
Export Custom Values to Export Attachments to Airtable Bot
Get your automated workflows up and running in minutes. No coding required.
Configure Bot settings
First, connect to your Airtable account. Once connected, select the Table and View you need. Choose a data transfer method. Then, match the fields of your document with the columns in the table and choose the document you want to export.
Note: To install and configure Bots, start by creating a workflow.
Add conditions for when the Bot will act
Define what will trigger the Bot to act. These can be a specific date, document data, user roles, email, or name. For example, select document fields and tell the Bot to export data when these fields have been filled out.
Get your documents exported to Airtable
Once the Bot is configured, share your document with anyone who needs to sign and complete it. Based on the conditions you’ve set, the document will be exported to the respective tables in your Airtable account.
Try pre-built workflows to experience the Export Attachments to Airtable Bot in action
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Other Bots often used with the Export Attachments to Airtable Bot
Eliminate repetitive activities with no write code
Employ Export Attachments to Airtable Bot
Start a new Flow and import forms or create documents right on the platform to activate the Bots option. Find and choose a wanted Bot from the list.
Configure it
Open the Bot adjustment. Fill out all of the required fields to personalize general and advanced settings. Consider indicating activation circumstances in order to avoid false activations (you can include several circumstances).
Figure out the way it works
Execute the workflow and discover the outcomes. Make sure
the software robots work properly. If something doesn’t work, look into the Bots log to fix the errors and execute your Flow again.
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