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 custom values to the table columns in Airtable.
Use case example: optimize project management workflows by the Export custom values to Airtable bot setup. This automation allows for the seamless transfer of custom project data to specific columns in an Airtable base.
How to set up
When the bot runs by default:
The Export custom values 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 custom values 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:
Connect the custom values you want to export to the table column.
Match the custom values with a table column. Exports only work when a document’s field or recipient data is equal to a column value.
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.