Developed by
airSlate Inc.
Setup duration 5-10 min.
What the Pre-fill from Excel Spreadsheet Bot does
The Bot transfers data from the selected columns in an Excel Spreadsheet to the specified document fields based on the ‘if-this-then-that’ conditions you’ve set.
When to use the Pre-fill from Excel Spreadsheet Bot
Install and configure the Bot to automate the process of creating employee onboarding documents, financial reports, sales orders, and more, pre-populated with data from Excel Spreadsheet.
Export Custom Values to Pre-fill from Excel Spreadsheet Bot
Get your automated workflows up and running in minutes. No coding required.
Configure Bot settings
First, upload the Excel file you intend to use. Then, connect document fields to the spreadsheet columns you need to pull data from. Select the spreadsheet and columns you need and connect them to any of the documents in your Flow.
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, email, or name. e.g. select an email address and tell the Bot to pre-fill a review form with data from an Excel Spreadsheet when a recipient opens the document.
Get your document pre-filled with Excel Spreadsheet data in seconds
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 pre-filled with data from the selected Excel Spreadsheet.
Try pre-built workflows to experience the Pre-fill from Excel Spreadsheet Bot in action
Training Feedback
The Training Feedback Flow is used by HR departments to obtain employee feedback for recently attended training sessions.
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Donor feedback survey
The Donor feedback survey Flow is used by non-profit organizations to automate the process of data collection and optimize collaboration with volunteers and partner organizations.
Learn more
Buyers Questionaire
The Buyers Questionaire Flow is used by the customer service department to automate forms processing, billing, returns, and streamline the resolution of persistent customer issues.
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Pre-fill from Excel Spreadsheet Bot
Moreover, everybody wants to save time. You can set up auto fill from Excel spreadsheets to help buyers or employees and speed up their document completion processes. It is another advantageous reason for you to utilize our robotized assistant and for clients to choose your service.
If you can make docs as document templates, surveys, forms, generated documents or approval forms, you will be able to automatically fill pdf form from Excel.After a successful Bot setup, you will be able to:
- Help your recipients to fill forms faster.
- Change sources of information to auto fill web form from Excel.
Update databases in the .xlsx files and uploading new ones.
Most of the databases can be converted to .xlsx format so using this Bot will be useful and convenient. We recommend that you use as many contacts as you can to simplify your work with pre-filling tables.
Tip: be sure that your table starts with the names of the columns.
Other Bots often used with the Pre-fill from Excel Spreadsheet Bot
Eliminate repetitious tasks without a single line of write code
Employ Pre-fill from Excel Spreadsheet Bot
Start creating a new Flow and import samples or generate templates right in the system to activate the Bots option. Find an appropriate Bot from the list.
Configure it
Open the Bot adjustment. Fill out all the required fields to define general and advanced settings. Don’t forget about determining activation conditions to protect yourself from false activations (you can include several conditions).
See how it operates
Implement the workflow and discover the results. Ensure the software robots work appropriately. If something goes wrong, check the Bots log to fix the mistakes and run your Flow again.
