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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.
Every day, more and more solutions for gathering and organizing information are hitting the market. This isn’t so much 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 is multi-cloud solutions with industry-leading automation tools such as airSlate WorkFlow.
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 collecting accurate information is key to running a successful business!
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 and routing information to and from various sources? They send data to Google spreadsheets or download .xls and .csv files that are easily opened and analyzed using the same service. Just about every profitable company makes money by exporting to Google Sheets.
Sheets are quickly overshadowing 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 correctly set up your workflow, you can export lists to Google Sheets, which is valuable when working with two or more sources of information. Professionals often use Sheets for its ability to combine several different spreadsheets into one master CSV file easily. That’s crucial for businesses looking to scale while at the same time creating very organized and up-to-date databases.
Create free accounts with your team and streamline information management in minutes. Effortlessly send data to Google Sheets and access records from anywhere. Eliminate the need for costly software or subscriptions to work with common file formats. As your business scales, upgrade to a G Suite subscription for enterprise-level features and enhanced security.
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, they fail because they cannot connect everything and pull/push data from and to various databases within a single platform. That’s why you shouldn’t consider solutions that don’t offer full-cycle, end-to-end automation.
airSlate WorkFlow offers full integration and end-to-end automation with Drive, Gmail, and many other cloud storage services inside and outside associated products. Have teammates connect their Google Sheets and airSlate WorkFlow accounts together to create seamless workflows and powerful automation by setting up our specialized bot. Completely eliminate the costs associated directly with data routing and maintenance.
Automatic updates aren't the main reason you should consider implementing airSlate WorkFlow as your business’s solution to repetitive, manual processes. Get 100% automation and export data to Google Sheets with increased efficiency while saving time and money and reducing errors associated with manual entry. Deploy more bots, configure their triggers, and use them to connect fields between documents and tables. Effortlessly send data to Google spreadsheets.
Sign up for the free airSlate Academy course to get more details. It covers Google Sheets and the specialized Export to Google Sheets bot. Enroll and gain the knowledge and skills needed to take your company to the next level.
Small actions take up more time than you think. Routine operations are prone to decreasing employee motivation. Free your team from the routine and profit!
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.
The Export to Google Sheets course from the airSlate Academy is designed to equip you with the skills needed to seamlessly automate the transfer of filled-in data from documents to Google Sheets. This practical training guides you through various steps, from connecting your Google account to configuring data transfer conditions, saving time, and reducing manual data entry. By learning to set up the Export to Google Sheets bot, you can allow airSlate WorkFlow to handle repetitive tasks, letting you focus on more critical aspects of your workflows.
This course is ideal for professionals looking to streamline their routine processes by integrating Google Sheets and airSlate WorkFlow. It will be helpful for accountants, HR personnel, project managers, and anyone who handles frequent data transfers.
By the end of the program, you will be able to set up and customize the Export to Google Sheets bot to automate data transfers efficiently. Enrolling in this course will help you optimize your workflow, ensuring you spend less time on manual data entry and more on strategic tasks.