Pre-fill from Google Sheets Bot

The Pre-fill from Google Sheets Bot pre-populates Slate documents with data from a Google sheet when certain conditions are met.
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Automatically generate documents pre-filled with Google Sheets data

Streamline the data entry process. Automatically populate documents with information from Google Sheets using the Pre-fill from Google Sheets Bot.
What the Bot does
The Bot transfers data from the selected columns in a Google spreadsheet to the specified document fields.
When to use
Install and configure the Bot to automate the process of creating employee onboarding documents, financial reports, sales orders pre-populated with data from Google Sheets.

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  • Author airSlate Inc.
  • Setup duration on average 5-10 min.
  • Used in 52 Flows
  • Used in 30 Workspaces
  • Installed 449 times in the last 30 days
  • 98% success rate

Get the Bot up and running in minutes. No coding required

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Step 1
Add the Bot to the workflow you’d like to automate
After you’ve created your workflow, add the Pre-fill from Google Sheets Bot. You can easily find it in the library of automation and integration Bots. Install the Bot in your workflow and start configuring it.
Note: To install and configure Bots, start by creating a workflow.
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Step 2
Connect to your Google account
Connect to your Google account. You can add multiple Google accounts, disconnect those you don’t need, or switch between the existing accounts in a single click.
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Step 3
Select a Google spreadsheet
Once the connection is established, you will see a list of spreadsheets stored in your Google account. Choose the spreadsheet and the sheet you need.
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Step 4
Match document field data with source rows
Select a spreadsheet column and a document field that share a common value. By matching fields of the two data sources, you ensure that Bot transfers information consistently.
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Step 5
Map document fields to the Google spreadsheet columns
Select document fields that will be populated with data from the Google spreadsheet. Then connect them to the spreadsheet columns that you need to pull information from.
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Step 6
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. enter an email and tell the Bot to act when the user under that email opens a document.
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Step 7
Get your document pre-filled with Goggle Sheets 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 the selected Google spreadsheet.
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Install The Pre-fill from Google Sheets Bot to automate your workflow

Questions & answers

Step 1: Go to your Google Drive at https://drive.google.com/drive/my-drive and open the Sheets file that you want to export for Excel. Step 2: Click the File tab at the top of the window. Step 2: Click the Download as option, then click the Microsoft Excel option. The file will then be created and downloaded.

Step 1: Select your dimensions and metrics. Choose a configuration of the Data Explorer grid that provides you with the data that you need for your analysis or report. ... Step 2: Create your Google Sheets export. Select the Export option for Google Sheets. ... Step 3 (optional): Schedule your export.

To convert a Google Sheets spreadsheet to Excel format, open the sheet and go to File > Download as ... and select "Microsoft Excel." To convert a Google Sheets spreadsheet to Excel format, open the sheet and go to File > Download as ... and select "Microsoft Excel."

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Converting within Google Docs First, open the file you want to convert to Word format. Click \u201cFile\u201d at the top of the document, then hover over \u201cDownload as.\u201d ... For now, however, we'll click the \u201cMicrosoft Word\u201d option. Google Docs will open a \u201cSave As\u2026\u201d window where you can select where you want to save the document.

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

Back in 2000, many companies and corporations would practice business reorganization and restructuring in order to save costs and reshape business performance. Today, this goal is achieved with the help of digital transformation. More and more often, companies are deploying DPA software solutions to automate their workflow by simply configuring software robots, called Bots.

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.

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