Self-paced

The Pre-fill from Excel Spreadsheet Bot

Self-paced

The Pre-fill from Excel Spreadsheet Bot

The Pre-fill from Excel Spreadsheet Bot automatically pre-fills a Slate with data from an Excel spreadsheet. In this course, we will explain how to install and set up the Pre-fill from Excel Spreadsheet Bot.

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About this course:

Learn how to automate the process of populating a Slate with information taken from an Excel spreadsheet.

By the end of this course, you will be able to install the Pre-fill from Excel Spreadsheet Bot and customize it to your needs.

What does this course cover?

Learn how to transfer data from the columns in an Excel spreadsheet to the specified fields in your Slate. Match and map Excel columns to the fields in the Slate and set conditions for when the Slate fields will automatically be pre-filled with data from the Excel sheet.

Why was this course made?

We created this course for everyone who needs to automate the process of populating a Slate with data from an Excel spreadsheet.

Who can enroll?

We recommend taking this course while getting to know airSlate better, in addition to the airSlate Fundamentals and Automation Bots courses.

The materials of this starter course include:

  • learning resources to help you set up the Pre-fill from Excel Spreadsheet Bot on your own.
  • practice sessions so you can consolidate learning through practical application.

What you will learn:

How to select a data source (document, recipient)
How to match and map Excel columns to fields in a document
How to set conditions for when a document’s fields will automatically be pre-filled with data from an Excel sheet
Enroll
Duration 3 hours
Certificate A verified certificate is included
Subject The Pre-fill from Excel Spreadsheet Bot
Level Intermediate
Language English
Price Free
Enroll

Earn a verified certificate to demonstrate the skills you gain

Verified by airSlate
Receive an airSlate-issued certificate with the airSlate logo to verify your achievement and expand your career prospects.
Shareable on social media
Post your certificate on LinkedIn or add it directly to your CV.

Achieve your career goals with airSlate’s advanced certification programs

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Automation Architect
Learn how to make any process in your workflow run like clockwork. Automate each step using Bots and triggers and perform integrations with popular CRMs like Salesforce or MS Dynamics 365.
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Business Process Analyst
Identify which processes in your workflow can be automated. Learn key metrics to propel your business forward and increase your return on investment (ROI).
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Custom Bot Developer
Learn how to design and develop airSlate Bots — a powerful robotic process automation tool that can be customized using airSlate.
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Become an airSlate Partner

Students who complete the airSlate Business Process Analyst certification program are welcome to become airSlate partners. Doing so can jump-start a career in business automation consulting and/or business analysis.

Learn more about airSlate partnership benefits

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airSlate’s innovative course on how to import data from Excel spreadsheet to a form automatically simplifies everything

They say demand drives innovation. A dozen or so years ago automation was developed to address particular issues related to business processes. Due to the fact automation helps its users reap massive benefits have lead to its huge growth and popularity. Every year it continues to develop and expand into new areas. This expansion is bringing fresh sophisticated solutions to manual and repetitive procedures in every industry. Regardless of what your business does, it can still benefit from an enhanced document workflow. This article illustrates how configuring airSlate’s Export Data From Excel Bot can save your business a lot of time and hassle.

Manual data export from Excel sheet vs automatic data export

Imagine a company of 200 employees that get regular monthly salaries. To prepare invoices, accountants need to create new templates, name them and insert employee names and amounts by hand. Not only is this time-consuming but it also leads to errors resulting in a number of issues and sometimes conflicts.

What if invoices were generated automatically with correctly pre-filled data? It’s very possible with the Pre-fill from Excel Spreadsheet Bot. It automatically pre-fills a document with information from a connected Excel sheet. What takes hours of manual work, the Bot accomplishes in minutes.

Key advantages of the Pre-fill from Excel Spreadsheet Bot:
  1. Saved time
  2. Reduced costs
  3. Fewer human errors and higher accuracy
  4. Increased productivity
  5. Improved process efficiency
  6. Fewer bottlenecks
  7. 24/7 operation
  8. Enhanced compliance and court-admissible Audit trail

Just one automation Bot to auto fill data from Excel spreadsheet is enough to improve your company’s performance and contribute to business growth.

Data import from Excel: improve overall efficiency

Having a Pre-fill from Excel Bot is an integral part of any automated workflow. airSlate is a robust DPA tool that empowers your team to automate business processes without the need to code. airSlate features over 25 configurable Bots that help automate Flows of any complexity and integrate them with other platforms, e.g, CRM/ERP systems. In lamens’ terms, Bots are easy-to-configure microprograms that smooth and speed up workflows, while eliminated human-prone errors.

Let’s take the example of invoices again and see what other Bots can be applied to help the staff manage the process:
  1. The Slate Creation Bot to automatically generate templates for every employee.
  2. The Export Data Bot to keep a monthly record of invoices.
  3. The Reminder Bot to remind employees to sign their invoices.
  4. The Notification Bot to inform accountants when employees successfully e-sign.
  5. The Storage Bot to keep all the documents stored and organized.

If you configure the Bots mentioned above, airSlate will automatically create invoices, pre-fill them, send to employees, remind them to sign, notify you once they are signed, post-fill the spreadsheets with monthly salary records and archive the documents. All you have to do is keep a track of the process. And even that’s simplified with a comprehensive Dashboard.

The Pre-fill from Excel Spreadsheet Bot can be used in many industries and departments. For instance, to generate invitations, greetings, contracts, contact information, etc., and of course, automatically fill documents from Excel sheets.

What you get from the airSlate Academy’s course on how to export data from Excel spreadsheet

Although many companies realize that for business growth automation is inevitable, they’re still reluctant to give it a try. This is because the idea of new tools and processes bring uncertainty. Their main concerns are the challenges faced by team members when mastering a new tool and the time it takes to learn the basics. Most solutions address those issues by providing their customers with boring manuals. However, airSlate has gone farther and developed a series of courses to help new users get acquainted with airSlate tools in an entertaining and engaging way.

The Pre-fill From Excel Spreadsheet Bot course provides clear text and video instructions on how to configure the Bot to automatically import data from Excel sheet to a template. Users can complete the course at their own pace.

For its multi-functionality, airSlate is the go-to for thousands of companies, including Xerox, Colliers International, AMGEN, and others. Choose airSlate and start your free trial now!

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