Pre-fill from Google Sheets Bot

Pre-fill from Google Sheets Bot

Remove the problems associated with manual data entry and guarantee the precision and responsibility of information. Instantly move data from a Google Sheets table to your documents using the Pre-fill from Google Sheets Bot.
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Developed by
airSlate Inc.
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Setup duration 5-10 min.
What the Pre-fill from Google Sheets Bot does
The Bot transfers data from Google Sheets to documents based on the ‘if-this-then-that’ conditions you set.
When to use the Pre-fill from Google Sheets Bot
Install and configure the Bot to automate the process of creating contracts, sales invoices, and proposals pre-populated with information from Google Sheets.
Export Custom Values to Pre-fill from Google Sheets Bot

Get your automated workflows up and running in minutes. No coding required.

Configure Bot settings
First, connect to your Google account and select the spreadsheet you will use to populate your document. Then, define how the Bot will find a data row and connect the columns in your spreadsheet to the document fields.
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 purchase request with data from the system of record when a recipient opens the document.
Get your document pre-filled with data
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 your Google Sheets table.
Pre-fill from Google Sheets Bot

Install the Pre-fill from Google Sheets Bot to automate your document workflows

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Let the pre-fill Bot free up your time for high-priority tasks

First and foremost, the Bot that you will tend to use, and that helps export data from spreadsheet to form, is the Pre-fill from Google Sheets Bot. Imagine you need to send a contract to a new employee. There is already basic information about this employee, collected at the interview stage and arranged in a Google Sheet. Traditionally, either the HR manager or an employee will need to manually type in their respective data. In both cases, that would take time. If the template is completed by the HR manager, it may lead to errors or inaccuracies. If it’s the employee’s responsibility and there is no data at hand, a delay is inevitable.

However, the Bot can be set up to automatically link certain fields of a contract with the respective fields of a Google spreadsheet. In this case, the spreadsheet information related to the new employee will appear in the contract template without any human involvement. The template will then be forwarded to the new employee for verification. By then, only data review is necessary, instead of having to fill out the form from scratch.

Using the Pre-fill from Google Spreadsheet Bot to import data from Google Sheets to documents results in the following benefits for your company:

  • Saves time spent on manual work
  • Provides a cost-saving effect
  • Prevents delays
  • Eliminates document redlining and human involvement
  • Makes the process error-proof

The Bot, that will quickly convert Google Spreadsheet to form, is applicable both externally and internally. It proves its efficiency in various business sectors, especially those related to services such as hotels and resorts, healthcare, fitness, education, and others. Within a company, HR, Finance and Accounting, and Marketing will be the first departments to notice a substantial difference before and after using Bot automation.

Eliminate repetitive activities with no write code

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Use Pre-fill from Google Sheets Bot
Begin a new workflow and and transfer forms or create templates right in the system to activate the Bots option. Find and choose a wanted software robot from the list.
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Set it up
Open up the Bot setup menu. Complete all the required fields to customize general and advanced settings. Consider determining activation conditions to protect yourself from false activations (you can add a couple of conditions).
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Investigate how it operates
Execute the workflow and discover the outcomes. Ensure that the software robots are operating correctly. If something fails, check the Bots log to correct the mistakes and run your workflow and once more.

Questions & answers

Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
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