Developed by
airSlate Inc.
Setup duration 7-13 min.
What the Pre-fill from Procore Records does
The Bot transfers data from Procore records to documents based on the ‘if-this-then-that’ conditions you set.
When to use the Pre-fill from Procore Records
Install and configure the Bot to automate the process of creating project contracts, contractor invoices, and proposals pre-populated with information from your Procore records.
Export Custom Values to Pre-fill from Procore Records
Get your automated workflows up and running in minutes. No coding required.
Configure Bot settings
First, connect to your Procore account. Once connected, select your Procore company and base entity in it. Then, connect entity fields to those of the document you want to populate with data. Next, provide search conditions to locate a relevant record.
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 contract with data from the Procore record when the recipient for that email address 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 Procore records.
Try pre-built workflows to experience the Pre-fill from Procore Records in action
Subcontractor Application
The Subcontractor Application Flow is used by construction managers to organize project management and reduce routine administrative tasks. Construction Managers use this Flow to get from planning to construction faster and close out projects on time without human error.
Learn more
Daily Construction Report
The Daily Construction Report Flow is used by construction managers to organize project management and reduce routine administrative tasks. Construction Managers use this Flow to get from planning to construction faster and close out projects on time without human error.
Learn more
Construction Receipt
The Construction Receipt Flow is used by construction managers to organize project management and reduce routine administrative tasks. Construction Managers use this Flow to get from planning to construction faster and close out projects on time without human error.
Learn more
Weekly Inspection
The Weekly Inspection Flow is used by construction managers to organize project management and reduce routine administrative tasks. Construction Managers use this Flow to get from planning to construction faster and close out projects on time without human error.
Learn more
Other Bots often used with the Pre-fill from Procore Records
Automate repetitious tasks without having to code
Utilize Pre-fill from Procore Records Bot
Start creating a new Flow and import forms or create documents right on the platform to activate the Bots option. Choose a needed Bot from the list.
Configure it
Open up the Bot configuration menu. Complete all of the required fields to define general and advanced settings. Don’t forget about indicating activation conditions to prevent false activations (you can add several conditions).
Investigate the way it operates
Implement the workflow and discover the results. Ensure that the software robots work correctly. If something doesn’t work, look into the Bots log to correct the mistakes and execute your Flow once more.
