Self-paced

Pre-fill from Google Sheets

4
Star Rating
3178 students
15 minutes
Looking for the best way to keep important calculations and numbers from spreadsheets at hand? Learn how to automate the process of populating your document workflows with any information from Google Sheets without manual input or risk of error.
Pre-fill from Google Sheets

About this course

This course explains how to increase accuracy and automate data routing when working with large amounts of data in spreadsheets. You’ll learn how to pull the information you’re working with to one place without excessive hassle.

By the end of this course, you'll be able to easily automate data transfers from Google Sheets to any documents you choose, saving time and minimizing hassle.

What’s included?

lessons to explain how to automatically route data from Google Sheets
quiz to consolidate your knowledge & test new skills
badge to showcase your new skills

What will you learn?

How to take data routing between documents and Google Sheets to a new level
How to automatically insert information from Google Sheets into your documents
How to adjust when data should be moved from your docs to Google Sheets

Who is this course for?

Anyone interested in simplifying their data-heavy operations in spreadsheets
Anyone looking to streamline data routing between spreadsheets and docs
Those who want to advance their career with new skills

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I’ve taken 20 airSlate Academy courses. These courses helped me create a workflow and generate business. The biggest skill I’ve learned is how to integrate data from other platforms into my workflow.

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airSlate Academy offers free courses in business process and workflow automation innovatively. The courses are well-researched and presented. Easily understood by a noncore IT audience.

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How to pre-fill data from Google Sheets automatically

Google Sheets has quickly become a lightweight, easy-to-use application that runs right from your browser. If you have not used a spreadsheet yet, they might scare you a little bit. But don't let that deter you from giving them a shot. Professionals in many industries enjoy using them.

We will show you how to automatically create web forms using Google spreadsheet information. You do not need to be a programmer or API specialist to do it.

Convert Google spreadsheet to form for easier data transfer

Any organization’s activity is usually heavily connected to working with contracts and other documents. Having an efficient document workflow is essential for companies of any size. What do we know about contracts? Typically, the same fields change: customer details, numbers, dates, addresses, etc. Scrolling through the contract and putting the right data in the right places takes time. And things that take time are often boring and expensive.

Document workflow automation 101 – avoid manually processing large amounts of information. Most often, people use Google spreadsheets for that. However, when facing routine grueling data entry, simply organizing information into data tables is not enough. Without a powerful automation tool, your business will be stuck and always falling behind.

Many have turned to airSlate WorkFlow to solve the problem of slow processes and elimination of repetitive data entry with automation software. It allows you to pre-fill data from Google sheets and use it to fill in web forms automatically. By quickly configuring an integration Bot, you can complete a large number of forms while using your energy for more important tasks. Some of the Bot’s benefits are:

  1. Reduced errors.
  2. Time-savings.
  3. Faster transfers.
  4. Cost Cutting.
  5. Improved performance & quality.
  6. Immediate results.

With airSlate WorkFlow, you get all these advantages without having to know how to code or have special knowledge about PHP or other programming languages.

Optimize document workflows of any complexity with airSlate WorkFlow, the unique all-in-one platform that integrates with any system of record. You get everything you need to simplify team collaboration, improve reporting and workflow tracking, and automate document generation and data extraction. With out-of-the-box solutions for automating document workflows, as well as useful tools for configuring Bots, airSlate WorkFlow allows you to implement a seamless integration approach to the way teams work.

Workflow automation plus spreadsheets to fill forms equals faster results and happier employees

Many report-related tasks can be solved without programming skills using document workflow automation. Get a ready-made solution for transferring information from a spreadsheet to form with the help of airSlate WorkFlow's innovative no-code Bot. Our team of experts has created a special training course that teaches you how to use it.

The airSlate Academy prepares you for advancement in a career in digital transformation, like document workflow automation and robotic process automation (RPA).

The course on pre-filling data from Google Sheets teaches you:
  1. How to configure the Pre-fill from Google Sheets Bot.
  2. How to set the conditions under which the document will be automatically pre-filled with data.
  3. How to find and link Google spreadsheet rows/columns to form fields.

Improve your knowledge of business digitalization or discover a new path of growth. Join the thousands of professionals in finance, insurance, HR, and healthcare who have already advanced their careers with a certification from the airSlate Academy.

Do you want to learn how to use Google Sheets to its fullest? Take a course on setting up the Pre-fill from Google Sheets Bot, along with the airSlate WorkFlow Fundamentals Certification Program and No-Code Bots: the Ultimate Guide course.

Questions & answers

Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
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Collecting data in a spreadsheet is pretty straightforward. Plus, with built-in tools, you can easily filter and manage information. But when it comes to importing data into a Google spreadsheet, there are only two ways: manually and automatically. If you transfer all numbers and details manually, you run the risk of an error-prone process. However, this will never happen to you if you use automation. Using RPA, you can accurately manage any amount of information and transfer it to a spreadsheet in a matter of seconds.

To automate your Google Sheets, you need to use additional automation solutions because there are no tools in Google that can cope with your requests. Take the Academy Automation courses to find and use the most straightforward way to automate Google Sheets. Using automation, you're able to pull and push data effortlessly.

Without connecting an additional solution, you can't import data from one Google Sheet to another. airSlate WorkFlow, an all-in-one automation solution, helps you collect data from one document and move it to another in no time. Enroll in the airSlate Academy and learn how to set up no-code bots and run an automated workflow.

airSlate WorkFlow helps you copy and transfer data and organize it into a beautiful document. To take advantage of the feature and populate Google Docs from a spreadsheet, you need to create a document where you want to import data from Google Sheets and set up a workflow with the appropriate bots. Take the airSlate Academy courses and learn how to work with bots correctly.

airSlate WorkFlow bots are flexible to customize. This is a great advantage because you can populate a Google form from a spreadsheet with the information you need. When setting up a bot, select a field (dropdown field) and specify that you want to output a value, for example, from column D. Then, in the finished form, when your recipient clicks on this dropdown field, all the values appear, among which they can select one.

Google Sheets automation is impossible without additional tools. Take advantage of airSlate WorkFlow and build up your business process automation integrated with Google Sheets. You can pull and push data automatically and generate beautiful documents and organized spreadsheets in no time.

Sometimes, to import data into Google Sheets, you only need to upload the CSV to Google Drive and convert it. However, if you want to supplement an existing spreadsheet with document information, use airSlate WorkFlow. Upload your document and specify which column and row you need to add to your spreadsheet. You can connect your Google Drive to a particular workflow in a few clicks without coding.

Take the airSlate Academy course and learn how to automate Google Sheets so that they update every time you receive a new document. Configure bots properly and link them with corresponding spreadsheets in clicks. Use an automated workflow to transfer a mass amount of digits and details automatically.

Google Sheets automation is a new approach to managing multiple sets of data and creating a robust workflow. Grasp more insights and trends with airSlate Academy automation and learn how to automate the copying of data from another sheet in Google Sheets, populate a Google form from a spreadsheet, and so on. Say goodbye to manual data entry for good.

If you don't want to waste time on error-prone manual entry, use Google spreadsheet automation provided by airSlate WorkFlow and find out how to import data into Google Sheets automatically. The information you collect via airSlate WorkFlow is passed in columns and rows according to your requirements and conditions.

Pre-fill from Google Sheets

The Pre-fill from Google Sheets course teaches you how to streamline your document workflows by automatically transferring data from Google Sheets to other documents. This training covers essential techniques for mapping and pre-filling document fields with data from Google Sheets, significantly enhancing efficiency and accuracy in your daily operations. Ideal for professionals looking to optimize their workflow automation, this course provides practical knowledge on leveraging automation tools to reduce manual data entry tasks.

What You'll Learn:

  • How to match data in a document field with a value from a column in a Google Sheet
  • How to map document fields to Google Sheet columns
  • How to set conditions for when a document will automatically be pre-filled with data from a Google Sheet

Who Should Enroll:

This course is ideal for professionals who frequently handle large amounts of data and need to automate document creation processes. It is particularly beneficial for those in roles that require efficient data management and workflow automation.


Relevant Professionals

  • Recruiters
  • Operations Managers
  • Accountants
  • Administrative Assistants

Course Outcomes:

  • Match data efficiently. Learn how to accurately match data in document fields with values from Google Sheet columns to ensure precision in your workflow.
  • Map document fields. Master the technique of mapping document fields to specific columns in Google Sheets to enable seamless data transfer.
  • Set Pre-fill Conditions. Understand how to establish conditions that trigger automatic document pre-filling based on data in Google Sheets, streamlining your document workflows.

Get Your Certification! Enroll now and complete the "Pre-fill from Google Sheets" course to receive a digital certificate of completion, showcasing your expertise in automating data transfers and enhancing document workflows.