This is a paid bot, and its usage will be counted toward your plan's credits limit. For more information about credit usage, refer to this article.
General
Export data from a completed document to an Airtable table.
Use case example: set up the Export to Airtable bot to automate the export of sales order data to an Airtable table. As new orders are completed, the bot transfers relevant information, such as product details and quantities, from the document to specified fields in the Airtable base.
How to set up
When the bot runs by default:
The Export to Airtable bot activates once the documents are completed by recipients specified in the step, after which this bot has been added.
Add the bot depending on your needs as described in this article. You may install this bot both between the steps and using the All Bots tab.
Find the Export to Airtable bot in the list of bots and click Install bot.
Connection settings:
To connect the bot to your Airtable account, select Connect in the Connection settings section.
In the pop up window grant the acces to your Airtable workspace and its bases.
Once done, you will see successful connection via Airtable Auth.
Action settings:
Select the Airtable base, table and view:
Select a data transfer method: Single line or Table.
The Single line is set by default. In this way, data will be transferred from a certain cell in a row to a certain field in a document.
The Table option lets you transfer data from rows in a table to fields in a document.
Match a field in a document with a column in a table if you want to not only add new columns to a table but also update existing ones. When a value in a document's field is equal to a column value, this value will be updated.
Select a matching type: Document field value or Recipien data. It helps to find the exact row from which you want to export data and pre-fill your document. To do so, select the value in the sheet column first.
By selecting the Document feld value, you can connect an Airtable column to a field in a document.
With the Recipient data option, you can find a specific row in a table by using the recipient's email address, first name, and last name. For example, when a recipient with a specified email opens a document, the row containing this email will be used to pre-fill the document's fields.
Once selected, the options on the right will automatically become active. Now you can select the corresponding value in the selected document that will be exported.
Conditions
Configure the bot execution conditions based on simple “if-this-then-that” rules. For example, you can set conditions based on document field information, recipient data, date of document signing, document data, and decline reason. Learn more about bot conditions usage in the dedicated article.
Advanced settings
In this section, you can set additional bot configurations:
Determine how often the bot will run
Decide what to do with a revision if the bot fails
Add tags to your document to easily locate it
Learn more about adjusting Advanced settings in this article.