Developed by
airSlate Inc.
Setup duration 5-10 min.
What the Pre-fill from UiPath records Bot does
The Bot transfers data from UiPath to documents based on the ‘if-this-then-that’ conditions you set.
When to use the Pre-fill from UiPath records Bot
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.
Export Custom Values to Pre-fill from UiPath records Bot
Get your automated workflows up and running in minutes. No coding required.
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 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
Privacy and Confidentiality Policy for Credit Counseling Services Template
The Privacy and Confidentiality Policy for Credit Counseling Services Flow is used by finance and legal departments to protect the private information of employees or customers.
Learn more
Rental Application Form
The Rental Application Form Flow is used by the customer service department to automate forms processing, billing, returns, and streamline the resolution of persistent customer issues.
Learn more
Service Invoice
The Service Invoice Flow is used by sales departments to automate contract management processes and speed up customer data collection.
Learn more
The Architecture Firm Proposal
The Architecture Firm Proposal Flow is used by sales departments to save time and increase productivity by automating proposal-related processes.
Learn more
Other Bots often used with the Pre-fill from UiPath records Bot
Automate repetitious activities with no code
Employ Pre-fill from UiPath records Bot
Begin a new Flow and transfer samples or create templates right in the system to enable the Bots option. Find and choose a needed software robot from the list.
Set it up
Open the Bot adjustment. Complete all of the required fields to define general and advanced options. Consider indicating activation conditions to avoid false activations (you can add a few conditions).
See the way it operates
Execute the workflow and discover the results. Ensure that the software robots work correctly. If something fails, look into the Bots log to correct the mistakes and run your Flow once more.
