Pre-fill from Smartsheet Bot

The Pre-fill from Smartsheet Bot pre-populates Slate documents with data from a Smartsheet when certain conditions are met.

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  • Used in 78 Flows
  • Used in 25 Workspaces
  • Installed 599 times in the last 30 days
  • 98% success rate

The Pre-fill from Smartsheet Bot pre-populates Slate documents with data from a Smartsheet when certain conditions are met.

Try automation, it’s free!

App Info

Bot author airSlate Inc.
When to install Install the Pre-fill from Smartsheet Bot when you need to automate the process of populating Slate documents with data from Smartsheet. For example, the Bot can be used to automatically populate a budget approval form with data from a business budget management sheet in Smartsheet.
What the Bot does Transfers data from the columns of a sheet in Smartsheet to the specified fields of a Slate document.
setup duration on average 5-10 min.
Works on Pre-fill

How to set it up

Outcome: Based on the conditions you’ve set, the mapped fields of a Slate document will be pre-filled with information from the Smartsheet columns that correspond with the row of the match.

Commonly used conditions for when the Bot acts

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

Requirements

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

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Install the Pre-fill from Smartsheet Bot to automate workflows

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.

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