Self-paced

Working with Spreadsheets in airSlate WorkFlow

5
Star Rating
1920 students
1 hour
Are you ready to take your experience with spreadsheets to the next level? Acquire new skills, streamline paperwork, and make a difference where it counts.
Working with Spreadsheets in airSlate WorkFlow

About this course

This course takes you through the process of creating spreadsheets in airSlate WorkFlow while explaining its key capabilities and working principles. You’ll learn new skills that help you simplify data operations in spreadsheets, making processes error-free, calculations fast, and data routing seamless.

By the end of this course, you'll be able to create, customize, and manage spreadsheets in airSlate WorkFlow while automatically routing data between different systems.

What’s included?

lessons to explain how to work with spreadsheets
quiz to consolidate knowledge & test new skills
certificate to showcase your new skills

What will you learn?

How to get started with spreadsheets in airSlate WorkFlow
How to speed up calculations and automate data routing
How to troubleshoot the most common issues
How spreadsheets work in real life

Who is this course for?

Anyone interested in automating spreadsheet processes
Anyone looking to streamline document workflows
Those who want to advance their career with new skills

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What our students say

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Review from Capterra platform

The different courses are well defined, easily searchable, and the titles are useful. The content can get a bit long, and theoretical from time to time but mostly they try to keep it to bite-sized chunks with small quizzes to help you retain what you just read.

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Review from YouTube

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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Review from G2 platform

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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Automate spreadsheets to benefit your business

Why do you need spreadsheet automation?

Most business professionals are all too familiar with spreadsheets, from creating to manipulating them for varying business purposes. In general, they help people organize and categorize data. If we dig deeper, we see that people are using spreadsheets for specific purposes. Here are some of the most popular:

  • Storing business data. For example, an Excel spreadsheet can contain more than 16,000 columns and more than a million rows. This is enough data to create a vast database of various types of information, including customer, product, financial, or personal details.
  • Accounting and calculating. Spreadsheets enable you to keep track of all financial activities using formulas. They make it easy to calculate profits and losses, which helps you forecast financial results.
  • Visualizing results. Most programs have functions to insert charts created using the data in your table, so generating useful and clear reports requires just a few clicks.
  • Exporting information. Most systems with large amounts of data (like CRM systems) only allow you to export the data into spreadsheets. In a spreadsheet, the data is readable and can be further processed.

If you already have the ability to add millions of rows and insert formulas into your spreadsheets, implementing spreadsheet automation may seem redundant and unnecessary. But you might be getting ahead of yourself with that conclusion. Consider counting how many hours you spend every day or week processing data in tables, and you'll understand that your process would greatly benefit from optimization.

Despite the existence of multiple advanced tools in the software you are using (that doesn't have the ability to automate spreadsheets), managing data in your tables still requires a lot of manual work. Creating tables, editing them, adding new information, and editing formulas is only quick and straightforward for the first few days. It eventually ends up taking up a good chunk of your time as your project (and spreadsheet) grows and expands.

Remember, the bigger the spreadsheets are, the slower they function. And they also start to impact your device, slowing down your browser and programs. If you decide to split these files into smaller ones, you run the risk of creating multiple spreadsheets laden with errors.

To avoid these complications, and the monotony of tending to spreadsheets, spreadsheet automation is your best bet.

Macros and spreadsheet automation

Microsoft Office enables its users to use a macro, some action or a set of actions that can be launched any number of times. Macros can be helpful for people who complete simple, repeatable tasks and want to accelerate their processes. However, if you dive deeper into the nature of macros, you'll see that their helpfulness isn't the whole story: They have the ability to transfer malware onto devices. Of course, modern versions of Microsoft Office have specialized security features that protect you, but there is no guarantee that they are 100 percent effective, especially when factoring in human error.

How to implement spreadsheet automation

Use airSlate WorkFlow! Our solution has a specialized editor, made especially for dealing with tables. It supports all the important functions from the most popular programs and has a significant advantage that will outshine all other services: the capability to automate your workflows.

With this workflow automation, you have the ability to enable spreadsheet reporting automation, turn on automatic calculations, transfer data between multiple systems of record, and import information right to your documents. In other words, you'll be able to create complex systems with high-performing results. And, you don't need to have coding skills or write a single line of code. All you need is a web browser and an understanding of how the process should work.

In airSlate WorkFlow, automation is achieved through robotic process automation (RPA). RPA runs on bots, which are specialized software robots that work according to pre-defined rules. You create your documents or spreadsheets, add bots, and determine when they should activate. Then, you get to watch the work get done without having to lift a finger.

Take a look at the benefits of RPA with spreadsheets:
  1. Saved time. All the calculations, pre-fills, and data transfers are made automatically, so there's no need to deal with them on your own and waste your valuable time.
  2. A smaller number of mistakes. People make mistakes; machines don't. They do everything how you want and when you want.
  3. 24/7 availability. You'll never have a bunch of tasks or emails waiting to be processed after weekends or holidays: software robots will do the work all day and night for you, even when you're not on the clock.
  4. Powerful integrations. Your data will be transferred to and from your CRM system, cloud storage, or web form with no effort on your part.
  5. Improved visibility. You can keep track of each action in your workflow to find and eliminate bottlenecks or any other issues to reach a new level of efficiency.

Where to learn spreadsheet automation

Enroll in airSlate Academy courses! To do so, go to the top of the page and click Enroll. Register an account and start the "Working with spreadsheets in airSlate WorkFlow" course. We also recommend you take the "airSlate WorkFlow Fundamentals" course to become familiar with the basics of our platform work.

Become a specialist in the sphere of workflow automation and get all the benefits of RPA with spreadsheets by using airSlate WorkFlow. Enroll now!

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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The most efficient way to automate spreadsheets is by using airSlate WorkFlow and its bots. Unlike "specialized spreadsheet automation" software, airSlate WorkFlow goes beyond managing tables. Use WorkFlow to set up automated calculations, data routing, form pre-filling, and much more to accelerate your processes and boost efficiency.

Spreadsheet automation is the use of specialized software that eliminates the need for human interactions with collected data. In other words, it's delegating table routines to systems that can complete tasks according to pre-defined rules or after launching particular actions. airSlate WorkFlow makes working with spreadsheets easy – while automating your business processes.

This depends on where (and how) you learn spreadsheet automation. Our airSlate Academy course teaches you how to streamline manual calculations and data routing tasks using specialized software robots to automate spreadsheets according to your needs - all in under an hour. Want to become a digital transformation pro? Check out our many courses in airSlate Academy – best yet, they're free!

The quickest way to learn spreadsheet automation is by completing the specialized airSlate Academy course. Click Enroll now at the top of this page, and in less than an hour, you'll be able to set up automatic calculations and data routing between multiple sources. All the courses in our Academy are free, so continue your workflow automation learning and receive certificates when you’ve completed each course.

No, airSlate Academy's specialized course is helpful for the tech-savvy and those not yet familiar with robotic process automation (RPA). Don’t worry if you have never used automation tools before - we are here to help! Our courses help you learn how to simplify and automate business workflows with data in tables using our specialized software robots. Register now and get started today!

airSlate WorkFlow has an advanced spreadsheet editor comparable with industry-leading services. Workflow platform makes it easy to change the size, weight, font, or apply any other modifications you may need. Simply select the required cell and adjust the design. airSlate bots process your calculations, but won't affect the appearance of your spreadsheet so you'll always see the numbers – just like you have planned.

airSlate WorkFlow spreadsheets have the same capabilities as the programs you’ve already used so it will feel familiar for anyone who has worked with tables before. All you need to do is select a cell or a group of cells and apply the required changes (like font weight, size, or color). Simply review your formatting and save your work.

airSlate Workflow has a robust editor for spreadsheets with multiple options for changing the formatting. You may easily insert texts, numbers, or formulas. Then, change their weight, size, font, orientation, alignment, font and background colors, etc. If you are working in multiple tabs, simply switch to another tab and insert formulas in just a few clicks.

Spreadsheets typically have two primary purposes: storing and sorting data, and producing graphs and charts. The ability to collect and visualize information in a single place allows for forecasting future performance, calculating profits, creating budgets, processing databases, building graphs, event and project planning, etc.

A spreadsheet is a foundation for any database or customer relationship management system. It enables you to easily organize data for further sorting and processing according to the data type. With multiple useful features like formulas or conditional formatting, it's simple to quickly find and use required information or build graphs to visualize information in a viewer-friendly way.