Pre-fill from PlanGrid Bot

The following steps will show you how to Delete or Archive a Task. Within Field Reports, you can Archive a previously submitted report

Try automation, it’s free!

The following steps will show you how to Delete or Archive a Task. Within Field Reports, you can Archive a previously submitted report

Try automation, it’s free!
Please note: Pre-fill from PlanGrid Bot is not available yet.

This integration is still in development and will be added as soon as possible. Contact us for more status updates.

Meanwhile, you can automate your Flows using 100+ no-code Bots currently available in airSlate.

airSlate is a holistic platform that connects people and their company processes via RPA and DPA methods

airSlate is a holistic platform that connects people and their company processes via RPA and DPA methods. Its effective automation Bots, like the Pre-fill from PlanGrid Bot, involves teams and makes them more collaborative, and more on top of their job. Try it yourself.
What the Pre-fill from PlanGrid Bot does
Use the automation Bot to deliver robust functionality that's easy to configure, use, and extend across all channels for document process automation. It automates repetitive tasks that were previously handled by employees, and as a result, reduces human-prone errors. Enhance your workflows with the latest in DPA technology.
When to use the Pre-fill from PlanGrid Bot
Set up the Bot to connect business productivity instruments, automate workflows, and boost performance. Use it for automating and connecting complex business processes. Manage all your projects, teams, and their data with a tool that reduces human-prone errors.

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

picture-1
Step 1
Install and configure the Bot
Select the Pre-fill from PlanGrid Bot from the library of automation and integration Bots. Try searching by name or browsing the Bot categories. Add the Pre-fill from PlanGrid Bot to your workflow and start configuring it without coding or APIs.
picture-2
Step 2
Add simple “if-this-then-that” logic
Add conditions that define how and when the Pre-fill from PlanGrid Bot will run. Conditions can be based on data, dates, names, and user roles. Once the Bot is enabled, run the Flow and observe the Pre-fill from PlanGrid Bot in action.
texture 1texture 2texture 3

Install Pre-fill from PlanGrid Bot to automate your workflow

How to use the Pre-fill from PlanGrid Bot

airSlate supplies everything you need to enhance sophisticated methods within the single integrated environment operated by improved automatic Bots. Caused by progressive technologies in robotic process automation (RPA) you can certainly quite simply automate much of your business using the exclusive no-code Pre-fill from PlanGrid Bot.

Give your own team anything they ought to have and apply the Pre-fill from PlanGrid Bot:

  • 1.Generate an airSlate account or log in.
  • 2.Create a unique Flow and include at least one Document Flow.
  • 3. Import documents and configure the Pre-fill from PlanGrid Bot.
  • 4. To set up sets off, select Settings.
  • 5. Set up conditions to induce the microprogram.
  • 6. Tap Apply setup to stimulate the triggers you integrated.

By investing just 10 minutes of your time configuring the Pre-fill from PlanGrid Bot, get access to a world of simplified work. Integrate with all of the most common tools like Google Drive, DropBox, Salesforce, HubSpot, etc. Increase the way you automate by getting started now.

Unlock much more options for your personal organization together with the Pre-fill from PlanGrid Bot

Are you feeling stressed by details and also the in no way-ending channels of duties? Create a smart move leaving these people to automation. Our cloud-structured automation solution functions dozens of Bots robust adequate to manage practically any mundane details-heavy job generally done by human beings. Learn how to set up and get the most from the Pre-fill from PlanGrid Bot by using the next guidelines.
How to setup the Pre-fill from PlanGrid Bot and improve repetitive and dull commitments
  1. Create an account a free account if you're unfamiliar with airSlate, or log in to the current a single.
  2. Make and customize your Work enviroment. You can set up as many office-distinct Workspaces that you need.
  3. Click on the All Moves tab about the left to make a brand new one or join an existing a single.
  4. Surf the substantial collection of pre-manufactured file web templates, produce a single completely from scratch, or post your very own types.
  5. Change content material and then make it fillable by having smart job areas.
  6. Make distinct dependencies involving job areas through making them conditional.
  7. Select the Pre-fill from PlanGrid Bot in the collection and add it to your workflow.
  8. Set up the Bot and put the circumstances that will ensure it is take action based upon predetermined logic. Note that circumstances may be connected to consumer jobs, days and consistency and details.
  9. Have a look at and increase the amount of Bots to improve other areas of the workflow.
  10. Start off the Circulation and look in case the Bot has become enabled appropriately.
Now over to you. Improve your company's operations without difficulty and utilize the Pre-fill from PlanGrid Bot together with other Bots to relieve every day file program forever.
Illustration for How to Guide section