Pre-fill from SharePoint List Records
Eliminate issues of manual data entry and ensure information accuracy and accountability. Automatically transfer information from your SharePoint records to your documents with the Prefill from Sharepoint List Bot.Try automation, it’s free!
What the Bot does
The Bot transfers data from SharePoint 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 contracts, sales invoices, and proposals pre-populated with information from your SharePoint records.
- Author airSlate Inc.
- Setup duration 5-10 min.
- Used in 82 Templates
- Used in 60 Workspaces
- Installed 310 times in the last 30 days
- 96% success rate
Get your automated workflows up and running in minutes with the Pre-fill from SharePoint List Records. No coding required.
Map fields in a document with data in the system of record
Configure Bot settings
First, connect to your SharePoint account. 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 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 an invoice with data from the system of record 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 SharePoint records.
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