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Pre-fill from monday.com Bot

Reclaim working hours by eliminating manual data entry and ensure the accuracy and consistency of your documents by auto-populating them with information from your monday.com boards.
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What the Bot does
The Bot extracts data from any selected monday.com board and transfers it to a document based on the ‘if-this-then-that’ conditions you set.
When to use
Install and configure the Bot to automate the process of creating quotes, invoices, proposals, purchase orders, contracts, and reports pre-populated with information from monday.com boards.
  • Author airSlate Inc.
  • Setup duration 5-10 min.
  • Used in 59 Templates
  • Used in 18 Workspaces
  • Installed 338 times in the last 30 days
  • 99% success rate
Star Rating
4.5 out of 5
(37 votes)
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Get your automated workflows up and running in minutes with the Pre-fill from monday.com Bot. No coding required.

Map fields in a document with board columns
Configure Bot settings
Connect your monday.com account. Once connected, select the monday.com board that you need to export data from. Then, choose whether you want to pre-fill data as single line fields or table rows. Next, map columns from the selected board with specific document fields. Lastly, specify the criteria for locating the rows that you need to be pre-filled.
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 the Bot to run
Define what will trigger the Bot to act. This can be a specific date, document data, user roles, an email, or a name. E.g., you can configure the Bot to pre-fill documents with monday.com data when a recipient enters a specific name in one of the document fields.
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View the Bots log or use tags to check if the Bot ran successfully
Get your documents pre-filled from a monday.com board
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 monday.com board.
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Install the Pre-fill from monday.com Bot
to automate your document workflows