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Pre-fill Slate from Procore Records Bot

Eliminate issues of manual data entry and ensure information accuracy and accountability. Automatically populate documents with data from the Procore record of your choice using the Pre-fill Slate from Procore Records Bot.
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What the Bot does
The Bot transfers data from Procore records to documents based on the ‘if-this-then-that’ conditions you set.
When to use
Install and configure the Bot to automate the process of creating project contracts, contractor invoices, and proposals pre-populated with information from your Procore records.
  • Author airSlate Inc.
  • Setup duration 7-13 min.
  • Used in 75 Flows
  • Used in 71 Workspaces
  • Installed 382 times in the last 30 days
  • 99% success rate
5.0
Star Rating

Get your automated workflows up and running in minutes with the Pre-fill Slate from Procore Records Bot. No coding required.

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Map data in the system of record with fields in a document
Configure Bot settings
First, connect to your Procore account. Once connected, select your Procore company and base entity in it. Then, connect entity fields to those of the document you want to populate with data. Next, provide search conditions to locate a relevant record.
Note: To install and configure Bots, start by creating a workflow.
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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 a contract with data from the Procore record when the recipient for that email address opens the document.
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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 Procore records.
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Install the Pre-fill Slate from Procore Records Bot
to automate your document workflows

Learn more in this Bot’s airSlate Academy course

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Automate repetitious tasks without having to code

Utilize Pre-fill Slate from Procore Records Bot

Start creating a new Flow and import forms or create documents right on the platform to activate the Bots option. Choose a needed Bot from the list.

Configure it

Open up the Bot configuration menu. Complete all of the required fields to define general and advanced settings. Don’t forget about indicating activation conditions to prevent false activations (you can add several conditions).

Investigate the way it operates

Implement the workflow and discover the results. Ensure that the software robots work correctly. If something doesn’t work, look into the Bots log to correct the mistakes and execute your Flow once more.