Pre-fill from MS Server SQL Bot

Pre-fill from MS Server SQL Bot

Remove the problems associated with manual data input and guarantee the precision and responsibility of information. Instantly transmit data from your MS Server SQL database to your documents using the Pre-fill from MS Server SQL Bot.
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Developed by
airSlate Inc.
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Setup duration 7-13 min.
What the Pre-fill from MS Server SQL Bot does
The Bot transfers data from the selected MS Server SQL database table to the document's fields based on the ‘if-this-then-that’ conditions you set.
When to use the Pre-fill from MS Server SQL Bot
Install and configure the Bot to automate the process of creating contracts, sales invoices, and proposals pre-populated with the MS Server SQL database information you need.
Export Custom Values to Pre-fill from MS Server SQL Bot

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

Configure Bot settings
First, connect to your MS Server SQL account and select the database and table you intend to pull data from. Then, select the document you want to populate and connect the columns in your database table to the document fields.
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., tell the Bot to pre-fill an invoice with data from an MS Server SQL database table when the document is completed for the first time.
Get your document pre-filled with MS Server SQL 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 the selected MS Server SQL database table.
Pre-fill from MS Server SQL Bot

Install the Pre-fill from MS Server SQL Bot to automate your document workflows

Start for free

Automate repetitive tasks without a single line of write code

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Utilize Pre-fill from MS Server SQL Bot
Start creating a new Flow and import samples or create templates right in the system to enable the Bots option. Find and choose an appropriate software robot from the list.
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Configure it
Open up the Bot configuration menu. Complete all the required fields to define general and advanced options. Don’t forget about determining activation circumstances to protect yourself from false activations (you can add several conditions).
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Investigate the way it works
Implement the workflow and discover the results. Make sure the software robots are working properly. If something fails, look into the Bots log to fix the errors and execute your Flow once again.