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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  • Used in 52 Flows
  • Used in 30 Workspaces
  • Installed 449 times in the last 30 days
  • 98% success rate

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

Try automation, it’s free!

App Info

Bot author airSlate Inc.
When to install Install the Pre-fill from Google Sheets Bot when you need to automate the process of populating Slate documents with information taken from Google spreadsheet. For example, the Bot can be used to automatically populate an employee’s payslip with data from that employee’s timesheet in Google Sheets.
What the Bot does Transfers data from the columns in a Google spreadsheet to the specified fields of a Slate document.
setup duration on average 5-10 min.
Works on Pre-fill

How to set it up

Outcome: Based on the conditions you’ve set, the mapped fields of a Slate document will be pre-filled with data taken from Google spreadsheet columns that correspond with the row of the match.

Commonly used conditions for when the Bot acts

  • When a recipient with a specified email, name, role or Flow permissions opens a Slate
  • When specific fields in a Slate document are completed or empty

Requirements

To install the Pre-fill from Google Sheets Bot, begin by setting up a Flow

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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.

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

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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