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Pre-fill from another workflow

Pre-fill from another workflow

Name: Pre-fill from Another Flow | airSlate
Brand: airSlate
Rating: 4.5 (37 reviews)

Remove complications associated with manual data input and guarantee data precision and responsibility. Instantly transfer data from one document to another using the Pre-fill from another workflow feature.

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Developed by

airSlate Inc.

4,5 out of 5

(37 votes)

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Setup duration 5-10 min.

What the Pre-fill from another workflow 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 the Pre-fill from another workflow

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.

Export Custom Values to Pre-fill from another workflow

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

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.

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.

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

Start for free

Pre-fill from another workflow

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.

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Set up automatic processes in three simple steps

Customize general settings

Define exactly what your Pre-fill from another workflow should do. Complete all the required fields to assure the proper finishing of tasks. Note: the ability to pick Bots is enabled only after starting a new Flow and uploading a form.

Indicate Bot activation situations

Identify circumstances for when your Bot have to “wake up”. Set up rules and connect activation circumstances with actions in samples and dates, or user credentials.

Fill out Advanced settings

Complete this block to set up more settings and streamline the locating of information like block changes if something goes wrong, etc., or keep the standard parameters.