Bots
Automation, data movement, permission control, and integration.
General bot setup information
Learn how to setup automation process.
Setup bot
Bot conditions and operators
Bot setup glossary
Data mapping in bots
Microsoft 365 Excel bots
Microsoft 365 Excel bots seamlessly connect your airSlate workflows with Microsoft Excel, allowing you to transfer, pre-fill, and synchronize spreadsheet data automatically.
Export to Microsoft 365 Excel bot
Pre-fill from Microsoft 365 Excel bot
Pre-fill dropdown fields from Microsoft 365 Excel bot
Pre-fill table from Microsoft 365 Excel bot
Other integration bots
Learn how to set up bots for different integrations.
Save to OneDrive folder bot
Salesforce bots
Setup guides for Salesforce bots
Export field data to Salesforce
Export documents to Salesforce
Import files from Salesforce record
Pre-fill dropdowns from Salesforce
Pre-fill dropdowns from Salesforce via SOQL bot
Pre-fill fields from Salesforce
Pre-fill fields from Salesforce via SOQL bot
Pre-fill tables from Salesforce
Pre-fill tables from Salesforce via SOQL bot
Process bots
Learn how to set up internal bots.
Execute another workflow bot
Merge completed documents bot
Pre-fill fields from CSV bot
Pre-fill from doc to doc bot
Prefill table from doc to doc bot
Pre-fill documents with custom values bot
Prefill table with custom values bot
Pre-fill from parameters
Rename attachment bot
Rename document bot
Rename package bot
Send email notification on documents completion bot
Send webhooks
Tag packages bot
Untag packages bot