Pre-fill from another Slate Bot

The Pre-fill from Another Slate Bot copies data from one Slate document to another. For example, this Bot can be used to automatically pre-fill sales contracts, employee termination records, or lease agreements with data from another Slate.

Try automation, it’s free!

4 out of 5

Rate this Bot

Rate this bot

Help your caterer improve their service by rating them

4.5

Thanks!

Your feedback has already sent

  • Used in 59 Flows
  • Used in 25 Workspaces
  • Installed 364 times in the last 30 days
  • 99% success rate

The Pre-fill from Another Slate Bot copies data from one Slate document to another. For example, this Bot can be used to automatically pre-fill sales contracts, employee termination records, or lease agreements with data from another Slate.

Try automation, it’s free!

App Info

Bot author airSlate Inc.
When to install Install the Pre-fill from another Slate Bot to transfer data from an original Slate to a new one
What the Bot does Pre-fills a Slate document with specific data from an original Slate
setup duration On average 5-10 min.
Works on Pre-fill

How to set it up

Outcome: On the specified date, the newly created Slate will be pre-filled with data from the original Slate document.

Commonly used conditions for when the Bot acts

  • When a recipient with a specific email, name, role or Flow permissions opens a Slate
  • When specific fields in a document are completed or empty

Requirements

To install the Pre-fill from another Slate Bot, begin by setting up a Flow

Try automation, it’s free!

Reviews

Reviews graphic content
Green lines illustrations Red lines illustrations
Customers who installed this Bot also viewed
Flows most commonly used with this Bot

Install the Pre-fill from another Slate Bot to automate workflows

Pre-fill from Another Slate Bot

Need to complete a few Slates? It’s no problem, even for airSlate beginners.

You can form a system for your documents so they will efficiently work together. It’s the right decision for you and your customers. By using this airSlate Bot, you will be able to import data from another Workspace.

Adding this assistant to your Flow includes:

  • Auto-filling of earlier information
  • Opportunity to customize your export from a workspace
  • Possibility to build large systems for document management

Upon opening it for the first time, data from the original Slate will be prefilled into your new Slate. This method allows you to use new information without exporting or importing additional databases. This feature is useful for creating sales contracts, reports, agreements, and more. For example, the Pre-fill from Another Slate Bot will import all the information you need, and a new contract will be instantly prepared. Now that you know how to import data from workspaces using airSlate’s digital assistant, you can complete documents for your employees and clients much easier and faster.

Show more