AirTable Integration Bots
Streamline your work in AirTable with airSlate integration Bots. Connect to your AirTable account to automate your routine tasks and ensure the most accurate use of your data.
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How do you accelerate processes working with Airtable?
If you need to store a lot of data and keep it organized, Airtable
is an excellent solution for this task. Yet, managing tables, keeping them up to date, and
transferring data from other sources remains the process that takes a significant amount of
person-hours from your team. Beyond being just another monotonous routine, accurately working with
tables requires concentration and precision. If you handle this manually, there is a chance of human
error, such as typing the wrong charterer or missing a digit in a phone number. airSlate solutions
allow making such processes run by themselves due to automation integration with your Airtable
platform.
How does Airtable automation integration work?
There are numerous automation options that integrate your Airtable
platform with airSlate Bots. If you want a process to run automatically, say, data export or
attachment transfer to Airtable, airSlate has Bots for that. You can simplify your data export
processes, saving your team a lot of time as no one will have to rewrite or re-enter your valuable
data. Export information to documents or vice versa with Bots created for your particular tasks.
What are airSlate automation Bots?
airSlate Bots are software that spare a lot of routine work time.
They are integrated with your Airtable account and allow transferring data between Airtable and
airSlate both ways. They run with the documents you connect them to and follow the set
’if-this-then-that’ logic. There are five bots to simplify your Airtable workflows:
- Pre-fill from Airtable automation Bot;
- Pre-fill dropdown from Airtable automation Bot;
- Export to Airtable automation Bot;
- Export attachments to Airtable automation Bot;
- Export custom values to Airtable automation Bot.
How do you pre-fill documents from Airtable automatically?
One of the jobs that Bots can do for you is completing documents
automatically based on the information added to your Airtable account. After the correct setup, the
Bot will fill documents with data from the tables for you. It is a great help if you often need to
create contracts, complete reports, or write similar letters. All you need to do is data from the
table that the Bot inserts into the rest of the document. To use it, look for Pre-fill from Airtable
automation Bot in the configurations, and connect it to your Airtable account. Then, locate the
table to pull information from and set the conditions for the bot to run.
How do you pre-fill the drop-down menu from Airtable
automatically?
Use your Airtable data to create order forms, inventories, and
proposals. Your company can simplify this job with the Pre-fill dropdown from Airtable Bot by
airSlate. This Bot creates pre-set documents from data collected from drop-down cells in Airtable,
and it will act when a user completes an assigned table, row, or line. Running this bot only
requires that you link it to the location in Airtable that collects this data and that you set up
your execution conditions.
How do you automate data export from Airtable?
You can also transfer data submitted via airSlate straight to your
Airtable tables. First, you should collect and systemize your data from request responses, budgets,
sales data, or employee information. With the help of the Export to Airtable automation Bot, all
completed info from your forms will go straight to your database. You just need to install it,
locate the target table in Airtable, link source form fields to it, and specify conditions for your
Bot to run.
How do you automate attachments export from Airtable?
airSlate Bots also help automate the transfer of data files to
Airtable. The Export attachments to Airtable Bot will help you keep such files as CVs, invoices, or
checks in one place. Run this Bot by linking your document field for attachments with your
designated attachment location in Airtable. Note that you should also specify the type of attachment
you wish to export.
How do you export custom values to Airtable automatically?
Move custom values from filled documents to tables without
resorting to the manual handling of this process. The Export custom values to Airtable Bot
integrated with your account will do this task automatically. If you need to collect signing dates
or other custom-entered data, find this Bot in settings and configure it for data export. Locate the
target table and specify fields in the document to be linked to it. The data will automatically move
to the table when a user completes all appropriate fields in the form, or some other trigger
activates the Bot.
Does the setup of Airtable automation Bots require coding skills
or training?
airSlate is a no-code solution, so users won’t need specific
technical skills to configure our Bots. You also do not need an expert to do it, as the airSlate
interface is intelligible and easy to grasp. If you are entirely new to airSlate automation
solutions, take a course from the airSlate Academy
website. You will learn to master the
practicalities of automation and can take classes that will teach you how to make the best use of
Bots.
Do I have to pay extra to use Airtable automation Bots?
Using Bots does not imply a separate subscription or additional
fees. All Bots are available to airSlate users, and you can install as many of them as you need to
optimize your workflow. Your account subscription plan will include any Bot you need for your
workplace.