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 documents with data from monday.com boards. Using this bot, you can pre-fill relevant information from any monday.com board to documents saving time and reducing the risk of manual error. This bot streamlines your document workflows by seamlessly transferring data, ensuring consistency and accuracy throughout the process.
Example:
When finalizing a sales deal in monday.com, use the bot to populate a quote with the customer's name, billing address, and purchase details. This streamlined process ensures that sales representatives can quickly generate accurate quotes based on the deal information, improving efficiency and customer service.
How to set up
When the bot works by default:
The Pre-fill from monday.com bot activates when a document is opened for filling out by a recipient.
Add the bot depending on your needs as described in this article. You may install this bot in the step,between the steps or using All bots section.
Find the Pre-fill from monday.com bot in the list of bots and click Install bot.
Connection settings:
To connect the bot to your monday.com account, select Connect in the Connection settings section. Enter the monday.com API key and hit Apply.
To obtain an API key, go to your monday.com account, click the profile icon, and go to Developers tab.
Go to My access tokens and сopy the API key.
Action settings:
1.Select base board — select the board from which data will be exported to the documents. In case ther are any boards connected to the selected base board, they can be added as well if needed in the Related boards.
2.Select the type of data that you want to pre-fill:
- selecting Single line allows for pre-filling single line fields
- selecting Table allows for populating table rows or arrays of data.
3. In the Pre-fill document fields with data from the board section, navigate to the Add column and choose the fields that you require. Once you have selected all the necessary fields, click on the Select button.
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 monday.com.
4.Specify the criteria for finding the rows that you need. To do so, select the value in the board 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:
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.
If the bot condition is not set up, the bot will execute its pre-fill action whenever a document is opened for filling out by the recipient. It will not perform any additional checks or validations before performing the pre-fill action.
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.