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Pre-fill from Excel Spreadsheet Bot

Streamline your data entry processes to save time and ensure information accuracy and accountability. Automatically populate documents with data from Excel using the Pre-fill from Excel Spreadsheet Bot.
Try automation, it’s free!
What the 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
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.
  • Author airSlate Inc.
  • Setup duration 5-10 min.
  • Used in 30 Templates
  • Used in 27 Workspaces
  • Installed 238 times in the last 30 days
  • 100% success rate
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Get your automated workflows up and running in minutes with the Pre-fill from Excel Spreadsheet Bot. No coding required.

Match and map spreadsheet columns to document fillable fields
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 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, 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.
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View the Bots log or use tags to check if the Bot ran successfully
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.
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Install the Pre-fill from Excel Spreadsheet Bot
to automate your document workflows

Learn more in this Bot’s airSlate Academy course

Learn more
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Pre-fill from Excel Spreadsheet Bot

Customers often want to be remembered. And now you can do that even without communication. Show your clients that you remember them by using airSlate’s pre-filling options.

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.

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.
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