Export to Airtable Bot

Reduce manual data entry while improving data accuracy and consistency. Automatically transfer collected document data to Airtable with the Export to Airtable Bot.

What the Bot does

The Bot transfers data to the corresponding table in your Airtable account based on the ‘if-this-then-that’ conditions you set.

When to use

Install and configure the Bot to automatically export form responses, budget approval details, sales data, or employee information to Airtable.

Author airSlate Inc.
Setup duration 5-10 min.
Used in 83 Templates
Used in 71 Workspaces
Installed 421 times in the last 30 days
97% success rate

4.5 out of 5

(37 votes)

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Get your automated workflows up and running in minutes with the Export to Airtable Bot. No coding required.

Map fields in a document to data in the Airtable columns

Configure Bot settings

First, connect to your Airtable account. Once connected, select the Table and View you need. Choose a data transfer method — from a single line or a table. Then, match the fields of your document with the columns in the table and choose the fields you want to export.

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

Add multiple conditions and tell the Bot to act when all or some of them are executed

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, an email, or a name. For example, select document fields and tell the Bot to export data when these fields have been filled out.

View the Bots log or use tags to check if the Bot ran successfully

Get your data exported to Airtable

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 document data will be copied to the respective tables in your Airtable account.