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.Try automation, it’s free!
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
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.
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.
Try pre-built workflows to experience the Pre-fill from UiPath records Bot in action
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The Service Invoice Flow is used by sales departments to automate contract management processes and speed up customer data collection.
Install the Pre-fill from UiPath records Bot to automate your document workflows
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