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Pre-fill from Office 365 Excel Bot

Pre-fill from Office 365 Excel Bot

Name: Pre-fill from Office 365 Excel Bot
Brand: airSlate
Rating: 4.5 (40 reviews)

Resolve challenges related to manual data input and guarantee the precision and responsibility of information. Instantly move data from Microsoft 365 Excel to your documents using the Pre-fill from Microsoft 365 Excel Bot.

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Developed by

airSlate Inc.

4,5 out of 5

(40 votes)

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Setup duration 5-10 min.

What the Pre-fill from Office 365 Excel Bot does

The Bot transfers data from Microsoft 365 Excel to documents based on the ‘if-this-then-that’ conditions you set.

When to use the Pre-fill from Office 365 Excel Bot

Install and configure the Bot to automate the process of creating contracts, sales invoices, and proposals pre-populated with information from Microsoft 365 Excel.

Export Custom Values to Pre-fill from Office 365 Excel Bot

Get your automated workflows up and running in minutes. No coding required.

Configure Bot settings

First, connect to your Microsoft 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 fields of a document.

Note: To install and configure Bots, start by creating a workflow.

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 a purchase request with data from a Microsoft 365 Excel table when a recipient opens the document.

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 Microsoft 365 Excel table.

Try pre-built workflows to experience the Pre-fill from Office 365 Excel Bot in action

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

Vendor Registration

The Vendor Registration Flow is used by procurement departments to automate the process of registering new vendors in a company’s database.

Learn more

Student Attendance Form

The Student Attendance Form Flow is used by educational institutions to automate data collection from respondents in order to improve the quality of educational services.

Learn more

Rental Receipt

The Rental Receipt Flow is used by sales departments to automate contract management processes and speed up customer data collection.

Learn more

Install the Pre-fill from Office 365 Excel Bot to automate your document workflows

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Export contacts from Office 365 to a document automatically

While Office 365 tools are of practical interest for users, DPA solutions aim to take mundane and routine tasks and make them automated. Doing so ensures you never miss a deadline while allowing you to reduce errors and save multiple resources. When aggregated, they enhance functionality which boosts business processes. By configuring just one Bot, you can ensure the smooth export of all users’ data from Office 365 to a contract or form, even while on a vacation.

Let's say your company uses Office 365 and has recently integrated airSlate. Almost all of your business’ departments can start benefiting from airSlate in minutes. But let’s consider the practical side. Imagine you're preparing for a big event and have to invite over 200 participants. As many as five of your employees have been collaborating on the list of potential invitees. They're topping it off with new names, email addresses and other personal and work info. The list is available in an Excel document. Once the invitation form has been created, you just need to bind it with the Excel doc. When you configure the Pre-fill Bot, you will be able to export contacts from Office 365 Excel Sheet to the form, creating 200 unique invitations with no human effort.

The benefits of using software robots includes:

Consistent and seamless processes
Time and cost-savings
24/7 operational functionality
Enhanced productivity
Completed projects ahead of schedule

airSlate’s Pre-fill Bot configuration doesn’t require any special coding skills. It can be configured by anyone looking to export all contacts from Office 365.

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Implement Pre-fill from Office 365 Excel Bot

Start a new Flow and transfer samples or generate documents right on the platform to activate the Bots option. Find and choose a wanted software robot from the list.

Set it up

Open up the Bot adjustment. Fill out all of the required fields to modify general and advanced settings. Don’t forget about indicating activation conditions to avoid false activations (you can include a few circumstances).

Investigate the way it works

Implement the workflow and explore the outcomes. Make sure the software robots are working properly. If something fails, check the Bots log to correct the mistakes and run your Flow once again.