Pre-fill from UiPath records Bot

Eliminate issues of manual data entry and ensure information accuracy and accountability. Automatically transfer information from a UiPath record to your documents with the Pre-fill from UiPath Bot.

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What the Bot does

The Bot transfers data from UiPath 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 UiPath and connected cloud systems.

Author airSlate Inc.
Setup duration 5-10 min.
Used in 135 Templates
Used in 80 Workspaces
Installed 289 times in the last 30 days
99% success rate

4.5 out of 5

(37 votes)

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

Map UiPath record fields with the fields in the document.

Configure Bot settings

First, connect to your UiPath account. Then, select the UiPath record you need to populate your document and define how the Bot will find a data field. After that, connect the entity to the fillable fields in the document.

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 a document with data from UiPath when a recipient opens the document.

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 UiPath record.