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Pre-fill from Smartsheet Bot

Eliminate issues of manual data entry and ensure information accuracy and accountability. Automatically transfer information from Smartsheet columns to your documents with the Pre-fill from Smartsheet Bot.
Try automation, it’s free!
What the Bot does
The Bot transfers data from a Smartsheet 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 Smartsheet.
  • Author airSlate Inc.
  • Setup duration 5-10 min.
  • Used in 78 Templates
  • Used in 25 Workspaces
  • Installed 599 times in the last 30 days
  • 98% success rate
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Get your automated workflows up and running in minutes with the Pre-fill from Smartsheet Bot. No coding required.

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Map Smartsheet columns with fields in the document
Configure Bot settings
First, connect to your Smartsheet account and select the spreadsheet you intend to use to populate your document. Then, define how the Bot will locate a data row and connect the columns in your Smartsheet to the document’s fields.
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., select an email address and tell the Bot to pre-fill a document with data from Smartsheet when a recipient opens the document.
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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
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 Smartsheet columns.
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Install the Pre-fill from Smartsheet Bot
to automate your document workflows

Learn more in this Bot’s airSlate Academy course

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Configure automation to seamlessly export data from Smartsheet

Historically, automation elicited servers and experts to maintain them. It was a costly investment that put it out of reach for smaller companies. But now, it’s affordable for any business with an incentive to enhance its efficiency.

At present, companies can even employ up to several automation solutions with a different focus: flow management, team collaboration, progress tracking, etc. Not every web solution features all-in-one solutions, so you need to integrate them. An example of this would be to enable exporting data from Smartsheet to airSlate.

Let’s imagine that your company utilizes Smartsheet, and is attempting a shift to airSlate. There is no need to import all the data to airSlate, since its fully compatible with other platforms and you can enable seamless data transfer from one source to another. For example, let's say you need to make a mass customer email delivery. You can create a message in airSlate and configure a Bot to fill the form from Smartsheet. In doing so, both systems can be successfully utilized.

This scheme is applicable to many sectors and is especially efficient in collaboration with partners and vendors on a common project. But it’s also useful for internal workflow tasks.

Let’s consider the benefits of automation:

  • Lower labor costs
  • Higher productivity
  • Improved efficiency and profitability
  • No data input errors
  • More time to focus on decision-making and high-priority tasks

The statistics confirms a clear upward trend of companies shifting to automatization. It accounts for a lot of advantages. Even costs invested in automation software are offset by significant savings in the first couple of months. Simply the configuration of a Bot to export from Smartsheet and spur a significant cost-saving effect.