Self-paced

Pre-fill from Microsoft 365 Excel

5
Star Rating
87 students
15 minutes
Do you still face errors, delays, and hassle while handling large amounts of data in spreadsheets? Learn how to make your operations fast and seamless by automatically populating documents with data from Microsoft 365 Excel spreadsheets.
Pre-fill from Microsoft 365 Excel

About this course

This course takes you through the entire process of transforming operations that involve loads of data from Microsoft 365 Excel spreadsheets into automated document workflows. You’ll learn how to make your document workflows fast and seamless by eliminating the need to copy or duplicate information manually.

By the end of this course, you'll be able to automatically route large amounts of data from Microsoft 365 Excel spreadsheets to the documents of your choice.

What’s included?

lessons to explain how to automatically route data from Microsoft 365 Excel
quiz to consolidate your knowledge & test new skills
badge to showcase your new skills

What will you learn?

How to simplify data routing between documents and Microsoft 365 Excel
How to streamline complex workflows that include large amounts of data
How to simplify navigation through completed documents

Who is this course for?

Anyone interested in boosting their daily operations in Microsoft 365 Excel
Anyone looking to transfer large amounts of data from Microsoft 365 Excel
Those who want to advance their career with new skills

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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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Learn to export data and pre-fill business paperwork from Office 365 Excel spreadsheets

Despite the modern IT market offering hundreds of precious business solutions, most companies still actively use Excel spreadsheets as their primary tool. Excel works perfectly for documenting, calculating, and storing a whole series of indicators in statistics, procurement, finance, and other areas. Extracting data from one table to another is also lightning-fast and convenient, thanks to various built-in formulas. However, having to pull out some records from Office Excel 365 and attach them to other business paperwork is a cumbersome process. With manual data exports, the likelihood of errors is very high. This is where automation steps in to save the day.

How to automate Excel 365 workflows

If you’re looking for an effective solution for improving regular workflows while keeping most of your business records in Excel spreadsheets, airSlate WorkFlow is an excellent choice. This comprehensive document workflow automation platform allows users to easily and quickly create, pre-fill, update, share, and store paperwork. Plus, it works perfectly in tandem with multiple software applications on a codeless basis, thanks to its vast collection of ready-to-use pre-programmed bots. Configuring a particular bot within a workflow allows you to export data from Excel to contracts, invoices, and other documents instantly and with complete accuracy.

Pros of airSlate WorkFlow automation for data exports from spreadsheets

Companies achieve positive outcomes from having an Office 365 integration with airSlate WorkFlow.

Here are just a few benefits of workflow automation for data exportation from Excel tables:

  • Saves hours of working time across teams
  • Facilitates regular task completion
  • Eliminates errors and miscalculations in documents
  • Excludes business risks caused by such inaccuracies
  • Reduces costs and improves productivity.

airSlate Academy course on pre-filling from Excel 365

Getting the most out of software requires training. airSlate WorkFlow created its own learning platform for everyone to explore the ins and outs of workflow automation, so you don’t need to spend hours surfing the web for specialized articles and guidance. airSlate Academy is a fast and convenient way to become an automation expert, free of charge. Join the platform and explore how to easily, quickly, and precisely export data from Excel spreadsheets and pre-fill documents without coding. In only fifteen minutes, you will learn how to connect airSlate WorkFlow with Office 365, mapping form fields with the related columns in your Excel tables, and setting conditions for record exportation. Discover the simplicity of workflow automation with the airSlate Academy!

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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Use airSlate WorkFlow’s Pre-fill from Microsoft Excel bot to export data from Excel files. Take a few minutes to set up the bot and have your information automatically transferred from Microsoft 365 to the specified fields in your documents. The bot will act based on the conditions you pre-set.

You can export Excel data from one spreadsheet to another with the help of several Excel functions. In fact, you can automate data export and pre-fill your documents automatically using the airSlate WorkFlow no-code bots. Using bots, you’ll eliminate data entry errors in your files and finish the job in less time.

airSlate WorkFlow offers several automation bots that can significantly facilitate your experience with Excel 365. For instance, the Pre-fill from Microsoft 365 Excel bot will automatically fill out documents with information from your Microsoft 365 spreadsheet. You can also transfer data from your documents to your Microsoft 365 spreadsheet using our Export to Excel 365 Bot.

Consider automating data transfer from your spreadsheets to your documents with our Pre-fill from Microsoft 365 Excel bot. You can set up the bot in just three simple steps:

  1. Connect your Microsoft account and set up the bot with the chosen spreadsheet and field mappings.
  2. Define conditions for the bot's activation, such as date, user roles, or document actions.
  3. Share your document; it will auto-fill with Excel data when conditions are met.
Once your specified conditions activate our bot, it will pre-fill your document with information from your uploaded spreadsheet.

In Excel, you can automatically transfer data between sheets within the same file by linking cells. To do this, type an equal sign in the destination cell, click the source cell in another sheet, and press Enter. Any updates to the source cell will then automatically reflect in the linked destination cell.

Excel data types include:

  • Text (String)
  • Number
  • Date
  • Time
  • Boolean (True/False)
  • Error
  • Currency
  • Percentage
Each has properties you can use with different functions.

If you need to export data from a spreadsheet to your document, use our Pre-fill from Microsoft 365 Excel bot or the Pre-fill dropdowns from the Excel spreadsheet bot. The bot setup takes minutes and involves merely matching fields in a document where you have cells in a table and specifying conditions for bot activation.

airSlate WorkFlow provides a set of bots that automate data exports from your spreadsheet to your documents. They allow you to save time and reduce errors that inevitably occur when transferring information manually. Learn how to use no-code bots for Excel from one of the airSlate Academy courses.

You can use airSlate WorkFlow no-code bots to automatically pre-fill fields in your documents with data from your spreadsheets. Use our Pre-fill dropdowns from the Excel spreadsheet but if you need to transfer values specifically in the dropdown fields in your document. Install the bot, upload a spreadsheet, and connect the document fields with the cells in the spreadsheet.

Use the VLOOKUP (for values arranged in columns) or HLOOKUP (for values arranged in rows) function to extract information. You can use functions for data exportation within the same spreadsheet or from one file to another. However, it's important to note that both VLOOKUP and HLOOKUP have limitations and can be complex to use with large data sets or when looking for more dynamic lookups.

Pre-fill from Microsoft 365 Excel

The Pre-fill from Microsoft 365 Excel Bot course by airSlate Academy is designed to streamline your workflow through intelligent automation. This course provides in-depth knowledge on using the bot to automatically populate various documents with data from Microsoft 365 Excel spreadsheets, thereby reducing manual data entry and minimizing errors.

What you will learn:

  • How to automate the document pre-filling process with data from Microsoft 365 Excel spreadsheets
  • How to connect and configure your Microsoft 365 account in airSlate WorkFlow
  • How to map corresponding fields in a document with columns in Microsoft 365 Excel spreadsheets
  • How to set conditions to automatically pre-fill documents with data from Microsoft 365 Excel spreadsheets

Course modules include:

  1. Introduction to Pre-fill from Microsoft 365 Excel bot:
    • Learn about the bot's role in popular document workflows, its configuration process, and results.

  2. Connecting Microsoft 365 account:
    • Find a step-by-step guide on connecting Microsoft 365 with airSlate WorkFlow and adding multiple accounts.

  3. Bot setup instructions:
    • Explore how to link spreadsheet columns to document fields for seamless data transfer and how to set conditions based on various triggers to dictate when and how the pre-fill happens.

  4. Advanced bot settings:
    • Learn about setting the frequency of bot actions and handling bot failures to ensure smooth and efficient workflow running.


Who should enroll:

This course is ideal for professionals who frequently work with Excel spreadsheets and seek to automate repetitive tasks to save time and improve accuracy. The course is an excellent fit for you whether you are an insurance agent, data analyst, or work in any role that requires handling large volumes of data.


By the end of the course, you will be proficient in automating data transfers from Microsoft 365 spreadsheets to documents using an appropriate airSlate WorkFlow no-code bot. Enroll now to ensure data accuracy in your document management processes and enhance productivity.