Pre-fill from Procore Bot

How to close out a project in Procore after project has reached its completion. Procore trial. This is the landing page for support articles about the Project level Documents tool. Procore workflow.

Try automation, it’s free!

How to close out a project in Procore after project has reached its completion. Procore trial. This is the landing page for support articles about the Project level Documents tool. Procore workflow.

Try automation, it’s free!
Please note: Pre-fill from Procore 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.

Optimize, manage, and observe all of your work within one unified digital Workspace with airSlate

Optimize, manage, and observe all of your work within one unified digital Workspace with airSlate. Get access to a platform that takes the best RPA practices and uses them to create effective workflow automation. Keep it smart with the Pre-fill from Procore Bot.I Take full control over your workflows, no matter how unpredictable or complex they might be. Embrace the power of an agile workflow automation platform - airSlate. It’s full of the best features like the Pre-fill from Procore Bot for routing information.
What the Pre-fill from Procore 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 Procore Bot
Set up the Bot to connect business productivity applications, 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 Procore Bot. No coding required.

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Step 1
Install and configure the Bot
Select the Pre-fill from Procore Bot from the library of automation and integration Bots. Try searching by name or browsing the Bot categories. Add the Pre-fill from Procore Bot to your workflow and start configuring it without coding or APIs.
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Step 2
Add simple “if-this-then-that” logic
Add conditions that define how and when the Pre-fill from Procore 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 Procore Bot in action.
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Install Pre-fill from Procore Bot to automate your workflow

How to use the Pre-fill from Procore Bot

A good number of workflow automation products don't meet up with consumer objectives due to their difficulty and supplemental preferences. airSlate is rather unique. Using it, you'll be able to work with numerous tools like the Pre-fill from Procore Bot and enhance routine processes.Procore trial.

Follow this instruction guide to set up document process automation in your current company and get extra from the things you already do:

  • 1.Signup an profile in airSlate. Procore trial.
  • 2.Develop a Flow and create a new document.
  • 3. Click on Bots and pick out the Pre-fill from Procore Bot from the catalogue.
  • 4. Next, select Settings and identify both General and Advanced.
  • 5. Set and identify circumstances that’ll set-off the Bot (Recipient/Date/Flow). Procore workflow.
  • 6. Confirm the configurations by pressing Set up. Procore workflow.

Don’t postpone any longer, get full use of the easy-to-configure Pre-fill from Procore Bot for streamlining your complex business processes, increasing efficiency, improving user experience and reducing costs .Procore trial.

How to create and implement Pre-fill from Procore Bot to your workflow

No-code automation shows a brand new strategy running a business method management. Now, any business, no matter size and sector, can eliminate the most repeated and management duties. Lessen charges, save your time, and boost efficiency. Dispose of the superstition that you desire a lot of money or many years of development expertise to systemize procedures. With airSlate, every thing is easier. The all-in-1 platform permits you to perform any workflow when Bots take control of handbook duties. Take full advantage of procedures running instantly without human intervention and really feel assured understanding files and data files are being directed in between solutions and customers night and day.
See how easy it is to try using the Pre-fill from Procore Bot and implement it to your Stream hassle-free:
  1. Log in in your account. If you don't have 1 but, sign up 1.
  2. Start configuring your Stream or generate a new one.
  3. Check out the Bots portion and choose the Pre-fill from Procore Bot through the dropdown collection.
  4. Map out job areas and customize the settings in your desired goals.
  5. Determine execution conditions to establish when you really need the Bot to do something.
  6. Take full advantage of Innovative settings to pay distinct demands without applying additional equipment and remedies.
  7. Simply click Use set up and go on to the test run.
  8. Produce a Flow and deliver your Stream.
Moreover, you are able to keep track of the route associated with a papers in clicks. Have a look at your Stream settings and view the Bots log to make sure that your Pre-fill from Procore Bot is working. airSlate offers every Stream with transparent management, in order to ensure that it stays current without superior abilities in RPA technology. If you're prepared to increase the whole composition of the company, airSlate is a sensible option. Begin nowadays!
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