Developed by
airSlate Inc.
Setup duration 5-10 min.
What the Pre-fill dropdown from Airtable 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 the Pre-fill dropdown from Airtable Bot
Install and configure the Bot to automate the process of creating order forms, proposals, product inventories, and more pre-populated with information from Airtable.
Export Custom Values to Pre-fill dropdown from 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 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 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.
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.
Try pre-built workflows to experience the Pre-fill dropdown from Airtable Bot in action
Vendor Payment
Procurement departments use the Vendor Payment Flow to streamline the invoicing process in order to cycle and avoid errors caused by manual data entry.
Learn more
Employment Loan
The Employment Loan Flow is used by the Accounting department to automate the approval process for employee financial assistance.
Learn more
Employee Onboarding Survey
The Employee Onboarding Survey Flow is used by HR departments to automate the process of collecting data from employees and organizing it for easy access within the company.
Learn more
Purchase Order Form Template
The Purchase Order Form Template Flow is used to speed up the process of generating leads and improving customer conversion rates.
Learn more
Pre-fill Dropdown from Airtable
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.
Other Bots often used with the Pre-fill dropdown from Airtable Bot
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.
More bots
Pre-fill from Excel Spreadsheet Bot
Pre-fill Dropdowns from Excel Spreadsheet Bot
Export to NetSuite Bot
Create Event in Google Calendar Bot
Save to Google Drive Bot
Export to Google Sheets Bot
TIBCO Spotfire Bot
Oracle Analytics Cloud Bot
Salesforce Analytics Cloud Bot
NVivo Bot
Sisense for Cloud Data Teams Bot
SAP BusinessObjects Business Intelligence (BI) Bot
