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Pre-fill from another workflow

Eliminate issues of manual data entry and ensure information accuracy and accountability. Automatically transfer information from one document to another document with the Pre-fill from another workflow.
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What the Bot does
The Bot transfers data from one document to another document in a different workflow 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, invoices, approvals, and more. Pre-populate them with data from documents within different workflows.
  • Author airSlate Inc.
  • Setup duration 5-10 min.
  • Used in 59 Templates
  • Used in 25 Workspaces
  • Installed 364 times in the last 30 days
  • 99% success rate
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Get your automated workflows up and running in minutes with the Pre-fill from another workflow. No coding required.

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Choose how you want to transfer data: into a single line or a table
Configure Bot settings
First, select the workflow with the documents you intend to pull data from. Then, select the fields in the document you want to pre-fill and match them with the information in the source document.
Note: To install and configure Bots, start by creating a workflow.
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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., tell the Bot to pre-fill the document with data from another document when every field in the first document has been filled out.
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View the Bots log or use tags to check if the Bot ran successfully
Get your document pre-filled with data from another document
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 the data you need.
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Install the Pre-fill from another workflow
to automate your document workflows

Learn more in this Bot’s airSlate Academy course

Learn more
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Pre-fill from another workflow

Need to complete a few documents? 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 Flow will be pre-filled into your new Flow. 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 workflow 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.