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
Pre-fill your documents with data from Google Sheets. No need to transfer data stored on your Google Drive manually, the Pre-fill from Google Sheet bot does it for you.
Use case: You need to generate an external Vendor report. You have some data about this vendor in your CRM object and also in a Google Sheet that has been shared with you by the vendor.
How to set up
When the bot runs by default:
The Pre-fill from Google Sheets bot activates several times during one filling session, when:
- a recipient switches between documents
- a recipient starts the signing process
- a recipient fills out a specific field in a document (requires additional condition settings).
Add the Bot in the step settings by switching to the Bots tab. Then, select Add bot to step.
Search for the Pre-fill from Google Sheets bot. Then, install the bot to your workflow by clicking the corresponding button.
Connection settings
To connect the bot to your Google account, select Connect in the Connection settings section.
Then, select and connect a Google account. You can also create and connect a new account (by clicking Add new connection).
Action settings
Select the Google drive where you’d like to connect your workflow to. Then, select the spreadsheet you need to take data for pre-filling your document. Select a mode for pre-filling your document:
- selecting Single line allows for pre-filling single line fields
- selecting Table allows for populating table rows or arrays of data
Map your spreadsheet column fields to document fields. To do so, begin by clicking Add column. Once the columns you intend to map have been selected, click Select.
Now, when the columns have been selected, the options on the right will automatically become active. Select the document and document fields that you want to pre-fill using data from the spreadsheet.
Specify the criteria for finding the rows that you need. To do so, select the value in the sheet column first.
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 pre-filled.
Conditions
Define conditions for the bot to activate exactly as you need. When not defined, the bot will activate according to the default triggers (when the document is opened by recipients to fill it out).
Best Practices: When setting up the bot to run once a recipient fills out a specific field in a document, be sure to set up conditions as follows depending on your business case:
set up the triggering field to not be empty
set up the triggering field value to be (or not to be) equal to the specific field value in your document
Learn how to set up conditions that will activate the bot here.
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.