Export to Google Sheets
About this course
This course explains how to make your operations with data in spreadsheets fast, accurate, and seamless. You’ll gain knowledge on how to take data routing to a new level by making it automated, smooth, and error-free.
By the end of this course, you'll be able to keep information safe by automatically transferring it to new or existing spreadsheets in Google Sheets.
What will you learn?
Who is this course for?
What our students say
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.
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.
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.
Why you need powerful tools to route and send data to Google spreadsheets
Every day more and more solutions for gathering and systematizing information are hitting the market, so it’s not really about whether you should use Google Sheets. It’s about what solution is best for eliminating errors associated with information routing and enhancing efficiency — the answer — multi-cloud solutions with industry-leading automation tools like airSlate.
The ability to export Salesforce reports to Google Sheets is essential for streamlined processes
Businesses spend a lot of money on specialized software for advertising, managing customer relations and orders, calculating expenses or profits, and many other crucial aspects of business in different spheres. Why? Because accurate information is key to a successful operation! Companies don’t process large amounts of data for fun, they do it because it’s essential for growth. So, how are companies currently managing information and routing it to and from various sources? They send data to Google spreadsheets or download .xls and .csv files that can be easily opened in the same service and analyzed. Just about every company making money is exporting to Google Sheets.
Send data to Google spreadsheets and take the necessary steps to a more professional level of management
Sheets are quickly shadowing its competitor Excel, as the leader in data management. Do more with a powerful feature built right into your Gmail. Sort, delete, or add information; change the order of columns, apply filters, add calculated columns, improve how viewers see fields, and quickly adjust layout and formatting.
If you’ve properly set up your workflow, you can even use the NetSuite export data from your Flow, transmit lists and send data to Google spreadsheets, which is extremely valuable when working with two or more sources of information. Professionals often use Sheets for its ability to easily combine several different spreadsheets into one master CSV file. That’s crucial for businesses looking to scale while at the same time creating very organized and up-to-date databases.
Export to Google Sheets to be more economical and save resources
Have you and your team create free accounts and start organizing information in a matter of minutes rather than days or weeks for less than half the cost. You’ll be able to send data to Google spreadsheets and manage records from anywhere. No need to buy expensive programs or subscriptions to open one of the most commonly used formats. As you grow, purchase an enterprise-level G Suite for your company to make things even more professional and secure.
Export to Google Sheets with airSlate for ultimate efficiency and automation that’s proven to increase ROI and cut costs
The fact is, no matter how much skill you and your team have when it comes to working with spreadsheets, you still need help to completely automate information routing. Most third-party solutions offer automation, however, in the end, fail because they’re unable to connect everything and pull/push data from and to various databases within a single platform. Don’t even consider solutions that don’t offer full-cycle, end-to-end automation.
airSlate offers full integration and end-to-end automation with Drive, Gmail, and many other cloud storage services inside and outside of associated products, which allows users to seamlessly send data to Google spreadsheets from any documents and reports. Have Teammates connect their Sheet and airSlate accounts together to create seamless workflows and powerful automation by setting up our specialized Bot. Completely eliminate costs associated directly with data routing and maintenance.
Why you need to send data to Google spreadsheets with airSlate
Automatic updates aren’t the main reason you should consider implementing airSlate as your business’s solution to repetitive, manual processes. Get 100% automation and export data to Google Sheets with increased efficiency, saved time and money, and reduced errors associated with manual entry. Deploy more Bots and configure their triggers and use them to connect fields between documents and tables; effortlessly send data to Google spreadsheets.
How to send data to Google spreadsheets with airSlateLearn the necessary steps to effectively export form data to Google Sheets:
- Connect the needed account to airSlate.
- Match and map fields with values in spreadsheet columns.
- Choose the correct transfer method for exporting data.
- Define conditions for when the information should be exported by Bots.
Get more details by signing up for free for the airSlate Academy course covering Google Sheets and the specialized Export Bot. Enroll and find out how to quickly and effortlessly send data to Google spreadsheets from any document in your workflow. Gain new knowledge and skills needed for taking your company to the next level.
Small actions take up more time than you think. And monotonous operations are prone to demotivate your employees. Free your team from the routine and profit!
Questions & answers
Today’s workflow automation technologies let you build and optimize data collection processes just as you need with the apps you already use. With no-code bots from airSlate WorkFlow, you can quickly and securely create online questionnaires, collect feedback, and export form data to Google Sheets. Join the many successful teams already using airSlate WorkFlow to digitize and automate.
If you need to simply convert a PDF file to a Google spreadsheet, you can do it using Google Drive/Google Docs, third-party converters, or online tools. If you need to collect PDF forms, and then extract and send data to a Google spreadsheet, our business process automation platform and its Export to Google Sheets bot will help you. Find more information in our online course on how to use this bot.
The airSlate WorkFlow no-code automation platform gives you everything you need to efficiently collect and process data, saving time and effort. Enroll in our course and learn how to connect airSlate WorkFlow and your Google account, install the Export to Google Sheets bot, collect records, and automatically export the list to Google Sheets.
The account connection process takes a couple of clicks and requires you to enter your credentials and confirm the connection. We recommend checking out the airSlate Fundamentals Certification program to get familiar with the basics of automation concepts and terms and be ready to work further with airSlate WorkFlow.
Setting up the Export to Google Sheet bot lets you focus on essential business processes while airSlate WorkFlow handles data entry. The bot’s configuration is simple and is described step by step in our course; no need to dive deep into the code.
Selecting a transfer method defines how the bot will send data to the Google spreadsheet. You will find two options available. The Single line method is set by default. It transfers data from a particular line, while the Table method transfers data from a selected column.
Bots perform actions based on pre-set if-this-then-that conditions and act when a document is opened or after it’s been edited. Conditions are necessary for the Export to Google Sheets bot to act in the exact moment and how you want it to during a process. You can set up one of four conditions (document, document date, recipient, and the number of filled fields) by choosing one from the dropdown list while configuring the bot.
Enroll in our Export to Google Sheets bot course and use the practice sessions to help you consolidate learning and develop skills in exporting a Salesforce report to Google Sheets. Automate data transfers from the specified fields in a document to spreadsheet columns with a no-code bot.
Go to https://my.airslate.com/login and select a document. If you don’t have any, create one from scratch or find one in the Template library. Install the Export to Google Sheets bot and add conditions and advanced settings according to your needs to export form data to Google Sheets (HTML form type is available for exporting).
Log in to your Google Drive and open the Sheets file you need to save as a PDF. Select File -> Download As, and then select PDF as the file type to save.