Pre-fill from CSV File Bot

The Pre-fill from CSV File Bot transfers data from an uploaded CSV file to specified fields in a Slate document. For example, the Pre-fill from CSV File Bot can be used to pre-fill sales contracts or employment agreements with data from a CSV file, once a Slate has been opened.

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  • Used in 69 Flows
  • Used in 18 Workspaces
  • Installed 428 times in the last 30 days
  • 99% success rate

The Pre-fill from CSV File Bot transfers data from an uploaded CSV file to specified fields in a Slate document. For example, the Pre-fill from CSV File Bot can be used to pre-fill sales contracts or employment agreements with data from a CSV file, once a Slate has been opened.

Try automation, it’s free!

App Info

Bot author airSlate Inc.
When to install Install the Pre-fill from CSV File Bot to save clients' time by pre-filling Slates with relevant information
What the Bot does Transfers data from a CSV File to a Slate document
Setup duration On average 5-10 min.
Works on Pre-fill

How to set it up

Outcome: Slate document will be pre-filled with data from the CSV file, once a recipient under specified role has opened a Slate.

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 not completed

Requirements

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

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Install the Pre-fill from CSV File Bot to automate workflows

Import data from CSV with ease

The central focus of every business is the customer. The more customers your business attracts and retains, the more it will increase its revenues. In turn, this means the business is likely to grow. However, growth is advantageous only in the case of its sustainability. In order to be able to focus on planning and studying customer behavior, you need to invest more funds or optimize internal processes. And this is where automation solutions step in. As they manage and control internal processes with less investment, you now have the liberty to reinvest your time and effort into more valuable goals and decision-making tasks.

This optimization is made possible by configurable software robots called Bots. For example, the Pre-fill from CSV file Bot can import data from CSV files to any document and form. Let’s say your Procurement Unit is busy with shortlisting a tender for vendors. However, it’s now time for them to start making regular monthly stationery orders to the office. Employee orders are kept in a CSV file but with a workflow automation Bot, this process will take minutes instead of hours or even days. Bot setup takes no more than 5-10 minutes and once finished, you’ll get a form filled from CSV files automatically. Departments spanning marketing, sales, accounting, customer support, and HR can optimize their workflows when they fill form from CSV automatically.

No third party software is required. No need to waste time on recurring, repetitive tasks that distract your team from things that really count for your business. No matter how complex your workflow is, no-code automation Bots will help you simplify at every stage: from transferring data between documents and CRMs to notifications and archiving.

Consider the advantages of using robotic automation:

  • Improves results, not just another process
  • Reduces time taken to fulfill tasks
  • Connects systems and data sources
  • Generates documents in a snap
  • Keeps work moving while you’re offline
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