Developed by
airSlate Inc.
Setup duration 5-10 min.
What the Pre-fill from Insightly Records Bot does
The Bot transfers data from Insightly records to documents based on the ‘if-this-then-that’ conditions you set.
When to use the Pre-fill from Insightly Records Bot
Install and configure the Bot to automate the process of creating contracts, sales invoices, and proposals pre-populated with information from your Insightly records.
Export Custom Values to Pre-fill from Insightly Records Bot
Get your automated workflows up and running in minutes. No coding required.
Configure Bot settings
First, connect to your Insightly 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 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 Insightly records.
Try pre-built workflows to experience the Pre-fill from Insightly Records Bot in action
Budget Approval
The Budget Approval Flow is used by Accounting and Finance Departments to automate and speed up the approval processes for funding company initiatives.
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Employee Timesheet
HR departments use the Employee Timesheet Flow to automate the process of submitting daily employee timesheet logs for approval.
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COVID-19 Screening Questionnaire
The COVID-19 Screening Questionnaire Flow is used to streamline data collection and help HR teams and supervisors to take proactive steps towards preventing the spread of the coronavirus in the workplace.
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Leave of Absence Request
The Leave of Absence Form Flow is used by the staff of educational institutions to automate the process of collecting forms and approve leave for students as soon as possible.
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Other Bots often used with the Pre-fill from Insightly Records Bot
Automate repetitious tasks without having to write code
Use Pre-fill from Insightly Records Bot
Start creating a new Flow and transfer samples or generate templates right in the system to activate the Bots option. Find and choose a wanted Bot from the list.
Configure it
Open the Bot configuration menu. Complete all of the required fields to customize general and advanced options. Don’t forget about indicating activation circumstances in order to avoid false activations (you can add a couple of circumstances).
Investigate how it works
Implement the workflow and check the results. Ensure that the software robots operate properly. If something goes wrong, check the Bots log to fix the mistakes and execute your Flow once more.
