Developed by
airSlate Inc.
Setup duration 5-10 min.
What the Export to Excel 365 Bot does
The Bot transfers data to the selected Excel spreadsheet based on the ‘if-this-then-that’ conditions you’ve set.
When to use the Export to Excel 365 Bot
Install and configure the Bot to automatically export specific data from your sales quotes, sales orders, and other documents to an Excel spreadsheet.
Export Custom Values to Export to Excel 365 Bot
Get your automated workflows up and running in minutes. No coding required.
Configure Bot settings
First, connect to your Microsoft 365 account. Once connected, select a spreadsheet and a sheet to export data to. Select the document fields you’ll be using to pull data from and connect them to the relevant spreadsheet columns.
Note: To install and configure Bots, start by creating a workflow.
Add conditions for when the Bot should run
Define what will trigger the Bot to act. These can be a specific date, document data, user roles, email, or name. E.g., select a Step and tell the Bot to export the data when the recipient assigned to this Step opens a document.
Get your data exported to a Microsoft 365 Excel spreadsheet
Once the Bot is configured, share your document with anyone who needs to sign and complete it. Based on the conditions you’ve set, the data will be transferred to the selected Microsoft 365 Excel spreadsheet.
Try pre-built workflows to experience the Export to Excel 365 Bot in action
Contract Management
The Contract Management Flow is used by a company’s Procurement department to automate the process of purchasing goods or services on contract.
Learn more
Sales Invoice
The Sales Invoice Flow is used by Sales departments to create and approve sales invoices before sending them to customers.
Learn more
Vendor Payment
Procurement departments use the Vendor Payment Flow to streamline the invoicing process in order to cycle and avoid errors caused by manual data entry.
Learn more
Medical History Form
The Medical History Form Flow is used by healthcare providers to streamline patient communication, automate medical form completion, approvals, data collection, and billing.
Learn more
Export to Office 365 Excel Bot
Microsoft Office refers to one of the most popular database systems.
Its users run spreadsheets when working with considerable amounts of data.
With this software, you easily operate texts, numbers, formulas, etc.
However, it has its own formatting and layouts, so tasks like exporting different types of data can be quite challenging.
In fact, airSlate has solved this problem.
Now you can export data to Excel Office 365 without any difficulties to meet these advantages:
- Access to your info from any place at any time.
- Constant data updating.
- Accurate data transfers by certain matching of fields and sheets.
- Matching spreadsheets even from different files with different fields.
The Bot works automatically and makes export to Excel very simple. It supports exporting from the following field types:
- Text
- Date
- Number
- Radio group
- Signature
- Initials
- Image
- Checkbox
- Manage Document Templates, Created Documents, and Surveys that are supported by a Bot.
Using this Bot will help you to make the process of transferring and collecting data extremely convenient. Even if you have created various kinds of templates, all your information will be in order with the ability to customize everything to the smallest details. Manual problematic copying is a thing of the past with automation.
Other Bots often used with the Export to Excel 365 Bot
Eliminate repetitive tasks with no write code
Utilize Export to Excel 365 Bot
Begin a new workflow and and import forms or create templates right on the platform to initialize the Bots option. Choose a wanted Bot from the list.
Set it up
Open the Bot adjustment menu. Fill out all of the required fields to modify general and advanced settings. Don’t forget about determining activation circumstances to protect yourself from false activations (you can add a couple of circumstances).
Investigate the way it works
Execute the workflow and check the outcomes. Make sure the software robots are working appropriately. If something doesn’t work, check the Bots log to correct the mistakes and run your workflow and once more.
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