Developed by
airSlate Inc.
Setup duration 5-10 min.
What the Pre-fill from monday.com 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 the Pre-fill from monday.com Bot
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.
Export Custom Values to Pre-fill from monday.com Bot
Get your automated workflows up and running in minutes. No coding required.
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 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.
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.
Try pre-built workflows to experience the Pre-fill from monday.com Bot in action
Contract Management
The Contract Management Flow is used by a company’s Procurement department to automate the process of purchasing goods or services on contract.
Learn more
Sales Invoice
The Sales Invoice Flow is used by Sales departments to create and approve sales invoices before sending them to customers.
Learn more
Item Purchase Request
Accounting and finance departments use the Item Purchase Request Flow to automate the process of collecting and managing requests from staff members for purchasing various products.
Learn more
Sales Quotation
The Sales Quotation Flow is used by sales departments to automate the internal creation and approval of sales quotations.
Learn more
Other Bots often used with the Pre-fill from monday.com Bot
Eliminate repetitious activities without having to code
Implement Pre-fill from monday.com Bot
Begin a new Flow and import forms or create documents right on the platform to initialize the Bots option. Find and choose a wanted Bot from the list.
Configure it
Open the Bot setup. Fill out all of the required fields to define general and advanced settings. Don’t forget about determining activation conditions to avoid false activations (you can include a few conditions).
See the way it works
Execute the workflow and discover the outcomes. Ensure the software robots work properly. If something goes wrong, check the Bots log to correct the errors and execute your Flow once again.
