Pre-fill from Airtable Bot

The Pre-fill from Airtable Bot automatically pre-fills a Slate document with information from Airtable. For example, this Bot can be used to pull employee data or sales order details from Airtable and transfer them to a Slate document for further processing.

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  • Used in 41 Flows
  • Used in 27 Workspaces
  • Installed 484 times in the last 30 days
  • 100% success rate

The Pre-fill from Airtable Bot automatically pre-fills a Slate document with information from Airtable. For example, this Bot can be used to pull employee data or sales order details from Airtable and transfer them to a Slate document for further processing.

Try automation, it’s free!

App Info

Bot author airSlate Inc.
When to install Set up the Pre-fill from Airtable Bot to get your Slates completed faster with information you already have
What the Bot does Transfers data from a certain field in an Airtable table to the specified fields in a document
Setup duration On average 5-10 min.
Works on Pre-fill

How to set it up

Outcome: Once opened by the recipient under the specified role, the Slate document will be pre-filled with data from Airtable.

Commonly used conditions when the Bot acts

  • When a recipient with a specified email, name, role or Flow permissions opens a Slate
  • When specific fields in a document are completed or empty

Requirements

To install the Pre-fill from Airtable Bot, begin by setting up a Flow

Try automation, it’s free!

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Install the Pre-fill from Airtable Bot to automate workflows

Learn how to export data from Airtable to airSlate automatically

Using BPM software to boost business growth is a common practice. The problem with this approach doesn’t lie in deploying the solutions - they’ve proven their efficiency. Today’s conflict is more about integrating BPM with deployed business solutions.

Let’s consider a situation where a top charitable organization enlists your PR company to promote its event. Your part is to co-fund the event, but to also partially control the PR campaign. Your company and the organization use different automation software programs: airSlate and Airtable respectively. Your company creates relevant marketing material to be sent from airSlate. However, the list of participants with their email addresses is stored on the Airtable platform. Luckily, airSlate features a configurable Bot that can easily automate the procedure, allowing you to export from Airtable. Bot setup takes no longer than 10 minutes and doesn’t require coding. Once set up, it will save both you and your partner’s time while streamlining cooperation.

Additional benefits of utilizing the Pre-fill Bot include:

  • Reduction of excessive labor and operational costs
  • Eliminated likelihood of human error
  • Efficient integration with other software programs
  • Enhanced productivity
  • Improvements in cooperation

Software robots have been tailored to suit almost any business in any industry. Even if your company doesn’t co-fund events or cooperate with partners, there are other ways to benefit from airSlate and its Bots. Its design makes it applicable to nearly all internal business processes and helps you evolve naturally and sustainably. It guarantees that your export from Airtable will never obstruct you at work.

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