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Pre-fill with Custom Data Bot

Pre-fill with Custom Data Bot

Name: Pre-fill with Custom Data Bot
Brand: airSlate
Rating: 4.5 (55 reviews)

Minimize manual data input while enhancing data precision and uniformity. Instantly incorporate personalized information into documents using the Pre-fill with Custom Data Bot.

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Developed by

airSlate Inc.

4,5 out of 5

(55 votes)

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Setup duration 5-10 min.

What the Pre-fill with Custom Data Bot does

The Bot inputs custom values to the corresponding fields of your document based on the ‘if-this-then-that’ conditions you set.

When to use the Pre-fill with Custom Data Bot

Install the Bot when you need to automate the process of adding custom data such as the date of signing or any manually entered details in your documents.

Export Custom Values to Pre-fill with Custom Data Bot

Get your automated workflows up and running in minutes. No coding required.

Configure Bot settings

First, select how you want to structure data. Choose between Table if the document you intend to pre-fill contains a table and Single line for common documents with fillable fields. Then, enter custom information or select dynamic data and connect it to the document fields.

Note: To install and configure Bots, start by creating a workflow.

Add conditions for when the Bot will act

Define what will trigger the Bot to act. These can be a specific date, document data, user roles, email, or name. E.g., select a Role and tell the Bot to input custom values when the recipient under this role fills the document.

Get custom values input in your document

Once the Bot is configured, share your document with anyone who needs to sign and complete it. Based on the conditions you’ve set, the manually entered data will be added to the specified fields of your document.

Try pre-built workflows to experience the Pre-fill with Custom Data Bot in action

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Install the Pre-fill with Custom Data Bot to automate your document workflows

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Trigger data transfer with the Custom Form Field's Value Bot

airSlate (as a full-featured and end-to-end solution) businesses to automate routine processes using Bots, software robots designed to perform different workflow actions.

Users need only take a few minutes to configure a seamless information transfer from their CRMs and spreadsheets into various documents and vice versa, using these Bots.

For example, the Custom Field's Value Bot can be configured to automatically add your custom data into the fields of a document you’ve specified.

Thanks to this Bot, recipients can complete your document with their data faster and more accurately.

The Bot clearly displays a value of a custom field leaving little chance for any type of critical business errors.

The Custom Field's Value Bot simplifies contracting and streamlines sales transactions and legal processes. Regardless of whether you run a business or chair an NGO, this Bot will help you optimize any workflow.

Get custom field value advantages:

Improve the consistency of your processes
Enhance data accuracy
Eliminate having to complete documents manually
Reduce any chance of human error

Try out airSlate Bot automation to improve your business processes today!

Other Bots often used with the Pre-fill with Custom Data Bot

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Forbid Declining Revision Bot

Pre-fill from another workflow

Forbid Saving as Draft Bot

Automate repetitious activities without a single line of code

Employ Pre-fill with Custom Data Bot

Start a new Flow and transfer samples or create templates right on the platform to enable the Bots option. Find a needed software robot from the list.

Set it up

Open up the Bot configuration. Fill out all of the required fields to modify general and advanced options. Don’t forget about indicating activation conditions to avoid false activations (you can include a couple of conditions).

Investigate how it operates

Implement the workflow and discover the outcomes. Ensure the software robots are operating appropriately. If something doesn’t work, check the Bots log to correct the mistakes and execute your Flow once more.