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Pre-fill from Airtable Bot

Eliminate errors associated with manual data entry and ensure information accuracy and accountability. Automatically populate documents with data from an Airtable using the Prefill from Airtable Bot.
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What the Bot does
The Bot transfers data from Airtable to documents based on the ‘if-this-then-that’ conditions you set.
When to use
Install and configure the Bot to automate the process of creating employee contracts, sales invoices, proposals, and product inventories pre-populated with information from Airtable.
  • Author airSlate Inc.
  • Setup duration 5-10 min.
  • Used in 41 Flows
  • Used in 27 Workspaces
  • Installed 484 times in the last 30 days
  • 100% success rate

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Get your automated processes up and running in minutes with the Pre-fill from Airtable Bot. No coding required.

Map 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 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 recipient position and tell the Bot to prefill documents with Airtable data when the recipient for this position opens a document.
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View the Bots log or use tags to check if the Bot ran successfully
Get your document 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, it will be prefilled with Airtable data.
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Install the Pre-fill from Airtable Bot
to automate your business processes

Learn more in this Bot’s airSlate Academy course

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Questions & answers

0:43 9:56 Suggested clip How to Backup your Airtable Data Automatically | Gareth Pronovost ...YouTubeStart of suggested clipEnd of suggested clip How to Backup your Airtable Data Automatically | Gareth Pronovost ...

Offline access to Airtable is not currently possible, however there are several options available for exporting your data to access it offline. If you'd like to save your current Airtable records offline, you can export data from Airtable as CSV files. Note that you will need to export attachment files separately.

Exporting records in a view to CSV. You export all of the records in a given grid view to CSV by clicking the view menu button (...) and then selecting the "Download CSV" menu option. You can use this export to CSV function as a way to backup your data outside of Airtable.

You can print a view of one of your tables by selecting the "Print" option from the ellipsis (...) dropdown in the view bar. Alternatively, you can just use the keyboard shortcut Ctrl P . This will bring up the Airtable print dialog, in which you can alter the print settings.

ProofHub is a cloud-hosted project management solution that comes packed with scalable features that make it a perfect alternative to software like Airtable. Unlike Airtable, ProofHub allows teams to keep track of their billable and non-billable hours of projects using Timesheet and time reports.

Airtable servers are located in the US, in data centers that are SOC 1, SOC 2 and ISO 27001 certified. Airtable's data centers have round-the-clock security, automatic fire detection and suppression, fully redundant power systems, and strict controls for physical access.

Airtable headquarters is located at 799 Market St, San Francisco, San Francisco.

Airtable security practices. ... To protect your content in transit, Airtable uses 256-bit SSL/TLS encryption. At rest, Airtable content is protected using 256-bit AES encryption. Airtable's production data is regularly backed up to a separate, isolated location and all backups are encrypted.

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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