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Pre-fill dropdown from Airtable Bot

Eliminate the errors associated with manual data entry and ensure information accuracy and accountability. Automatically populate dropdown fields in your document with data from an Airtable using the Prefill Dropdown from Airtable Bot.
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What the Bot does
The Bot populates the dropdown fields of a document with data from Airtable based on the ‘if-this-then-that’ conditions you set.
When to use
Install and configure the Bot to automate the process of creating order forms, proposals, product inventories, and more pre-populated with information from Airtable.
  • Author airSlate Inc.
  • Setup duration 5-10 min.
  • Used in 64 Templates
  • Used in 24 Workspaces
  • Installed 472 times in the last 30 days
  • 100% success rate
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Get your automated workflows up and running in minutes with the Pre-fill dropdown from Airtable Bot. No coding required.

Map dropdown fields in a document with table columns
Configure Bot settings
First, connect to your Airtable account. Once connected, select an Airtable. Then, choose the document you want to populate with Airtable data and connect its dropdown fields to the corresponding columns.
Note: To install and configure Bots, start by creating a workflow.
Add multiple conditions and tell the Bot to run when all or some of them are executed
Add conditions for when the Bot should run
Define what will trigger the Bot to act. These can be a specific date, document data, user roles, an email, or a name. E.g., select a user role and tell the Bot to prefill a document with Airtable data when the recipient for this role opens the document.
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View the Bots log or use tags to check if the Bot ran successfully
Get your document dropdown fields prefilled with Airtable data
Once the Bot is configured, share your document with anyone who needs to sign and complete it. Based on the conditions you’ve set, document dropdown fields will be prefilled with Airtable data.
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Install the Pre-fill dropdown from Airtable Bot
to automate your document workflows

Learn more in this Bot’s airSlate Academy course

Learn more
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Pre-fill Dropdown from Airtable

Pre-filling documents significantly speeds up any workflow. For example, with automation Bots you can receive feedback about your company’s goods or services faster. Without automation software, creating dropdowns requires preparation and data analysis. This is especially complicated when having to manually repeat the process multiple times. If you want to export a table from Airtable without having to do so manually, try airSlate - the one-of-a-kind solution for business automation.

Our automation tools will enhance your workflow and increase effectiveness. Rather than completing repetitive tasks, you can spend more time on important business processes that benefit your organization. Rather than completing repetitive tasks, you can spend more time on important business processes that benefit your organization. By using airSlate, you’ll know exactly how to export data from Airtable. The intuitive and simple interface features automation Bots which allow you to automate data transfers in minutes. Follow the detailed guidelines about Bot configuration and start automating your workflow.

Automation Bots help you easily export a table from Airtable with the following added benefits:

  • Eliminate repetitive tasks
  • Improve data accuracy
  • Save time for more important goals

Moreover, you can use airSlate Bots to connect with different cloud apps, services, and CRMs. This will help you fully automate business processes in your company.

Eliminate repetitious tasks without a single line of write code

Employ Pre-fill dropdown from Airtable Bot

Start a new Flow and transfer samples or create templates right in the system to initialize the Bots option. Find and choose a wanted Bot from the list.

Set it up

Open the Bot adjustment. Fill out all the required fields to modify general and advanced options. Consider determining activation conditions to avoid false activations (you can include several conditions).

See the way it operates

Execute the workflow and explore the outcomes. Ensure the software robots work appropriately. If something fails, look into the Bots log to fix the errors and execute your Flow again.
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