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Pre-fill from Google Sheets Bot

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Pre-fill
Pre-fill from Google Sheets Bot

Pre-fill from Google Sheets Bot

Eliminate issues of manual data entry and ensure information accuracy and accountability. Automatically transfer information from a Google Sheets table to your documents with the Pre-fill from Google Sheets Bot.

Get your automated processes up and running in minutes with the Pre-fill from Google Sheets Bot. No coding required.

Map Google Sheets columns with fields in the document

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

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 an invoice with data from the system of record when a recipient opens the document.

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

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.

Try pre-built workflows to experience the Pre-fill from Google Sheets Bot in action

Marketing Campaign Flow

A Marketing Campaign Flow is used by Marketing departments to automate reviews and approvals of new marketing campaigns.

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Event Feedback Survey Flow

The Event Feedback Survey Flow is used by event managers to automate the process of collecting data from visitors for more efficient event planning.

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License Agreement for End User Software with Limited Warranty Template Flow

The License Agreement for End User Software with Limited Warranty Flow is used by legal departments as well as sales and operations teams to streamline the review, approval, and negotiation processes for legal contracts between a licensor and the licensee.

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The Freelance Contract Flow

The Freelance Contract Flow is used by industry professionals to automate the process of contract management while saving time previously spent on routine manual work.

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Questions & answers

How do I export data from Google Sheets?

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.

How do I export from Google Sheets?

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.

How do I export data from Google sheets to excel?

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."

How do you export Google Sheets to CSV?

0:05 0:34 Suggested clip How to convert the Google spreadsheet to CSV file - YouTubeYouTubeStart of suggested clipEnd of suggested clip How to convert the Google spreadsheet to CSV file - YouTube

How do I convert Google Sheets to PDF?

0:16 0:50 Suggested clip How to Convert Google Sheets to PDF using Google Drive - YouTubeYouTubeStart of suggested clipEnd of suggested clip How to Convert Google Sheets to PDF using Google Drive - YouTube

How do I export Google sheets to Word?

0:17 4:43 Suggested clip Embed a Spreadsheet from Google Sheets into Google Docs ...YouTubeStart of suggested clipEnd of suggested clip Embed a Spreadsheet from Google Sheets into Google Docs ...

How do I convert Google sheets to Word?

0:00 1:02 Suggested clip How To Convert A Google Doc to Word Docx - YouTubeYouTubeStart of suggested clipEnd of suggested clip How To Convert A Google Doc to Word Docx - YouTube

Can you convert Google Docs to Word?

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.