Pre-fill from Smartsheet Bot

Pre-fill from Smartsheet Bot

Remove problems associated with manual data input and guarantee the precision and responsibility of information. Instantly convey data from Smartsheet columns to your documents using the Pre-fill from Smartsheet Bot.
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Developed by
airSlate Inc.
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Setup duration 5-10 min.
What the Pre-fill from Smartsheet Bot does
The Bot transfers data from a Smartsheet to documents based on the ‘if-this-then-that’ conditions you set.
When to use the Pre-fill from Smartsheet Bot
Install and configure the Bot to automate the process of creating contracts, sales invoices, and proposals pre-populated with information from Smartsheet.
Export Custom Values to Pre-fill from Smartsheet Bot

Get your automated workflows up and running in minutes. No coding required.

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.
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.
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.
Pre-fill from Smartsheet Bot

Install the Pre-fill from Smartsheet Bot to automate your document workflows

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Configure automation to seamlessly export data from Smartsheet

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.

Speed up repetitive tasks with no write code

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Use Pre-fill from Smartsheet Bot
Start a new Flow and import forms or create documents right on the platform to enable the Bots option. Find an appropriate Bot from the list.
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Set it up
Open the Bot configuration. Fill out all of the required fields to modify general and advanced settings. Don’t forget about indicating activation circumstances to avoid false activations (you can add a few conditions).
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Figure out how it operates
Implement the workflow and check the results. Make sure the software robots are working correctly. If something fails, check the Bots log to correct the mistakes and execute your Flow again.