This bot is available for free, and its usage does not consume credits. For more information about credit usage, refer to this article.
General
The Pre-fill SharePoint files bot allows you to pre-fill fields in your documents with data fetched from SharePoint files.
Use case example: You have a master spreadsheet in SharePoint that contains pricing information. When a user fills in a customer name, you want to automatically fetch their pricing from the SharePoint file and pre-fill that data in your document.
How to set up
First, you need to have a workspace that already has SharePoint integration configured. Learn more about the SharePoint integration.
Once you have set up the Pre-fill from SharePoint list records bot, go to All bots
Create a new bot of the Pre-fill SharePoint files type
Now let's configure the bot. In the Configuration section, select your SharePoint Site from the dropdown
Select a Folder where your files are stored
Select the File you want to use for pre-filling data
Set the Lookup column - this is the column that will be matched against the value entered in your document
In the Lookup value field, map the corresponding data from your document that will be used to find matching records
Now you can select which columns from your SharePoint file you want to map to your document fields. Use the Add mapping button to add more fields
All the necessary configurations are complete! You can now perform any additional settings to your workflow or close this bot setup modal