Smartsheet Integration Bots

First, become acquainted with automation and integration Bots designed for your workflows. You can choose four Smartsheet Bots with distinctive roles:

• Export to Smartsheet Bot.
• Pre-fill from Smartsheet Bot.
• Pre-fill dropdowns from Smartsheet Bot.
• Export Custom Values to Smartsheet Bot.

You can easily integrate your Smartsheet Bots into different Flows without having to ask for IT support assistance:

• Start your Bot configuration by creating a workflow.
• Connect your Smartsheet account with it.
• Define data you want to export or pre-fill and link it to the document fields in Smartsheet.
• Choose a trigger that will activate the Bot, whether it will be a specific date, name, or other condition.
• Instruct your Bot to pre-fill or export data when your recipient opens the document.
• Once you’ve configured your Bot, it will work according to instructions you provided without double-checking input data.
• Enjoy advanced access to your data without any security risks or errors.

airSlate provides you with a revolutionary approach to document automation. Our intuitive no-code configuration process takes minutes to set up. We’ve made it as easy as possible to get your flows working.
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