Pre-fill Dropdowns from Excel Bot

The Pre-fill Dropdowns from Excel Bot transfers data from a certain row in an Excel sheet to a specified dropdown field in a Slate document. Once opened, recipients will find a new Slate Revision with pre-filled dropdowns.

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  • Used in 80 Flows
  • Used in 19 Workspaces
  • Installed 567 times in the last 30 days
  • 99% success rate

The Pre-fill Dropdowns from Excel Bot transfers data from a certain row in an Excel sheet to a specified dropdown field in a Slate document. Once opened, recipients will find a new Slate Revision with pre-filled dropdowns.

Try automation, it’s free!

App Info

Bot author airSlate Inc.
When to install Install the Pre-fill Dropdowns from Excel Bot to populate dropdowns in a document from an Excel spreadsheet so that recipients can complete a document faster
What the Bot does Pre-fills data from a certain row in an Excel sheet to a specified dropdown in a Slate document
Setup duration On average 5-10 min.
Works on Pre-fill

How to set it up

Outcome: On the specified date, the Slate document dropdowns will be pre-filled with data from the Excel spreadsheet.

Commonly used conditions when the Bot acts

  • When a recipient with a specified email, name, role or Flow permissions opens a Slate
  • When specific fields in a document are completed or empty

Requirements

To install the Pre-fill Dropdowns from Excel Bot, begin by setting up a Flow

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Install the Pre-fill Dropdowns from Excel Bot to automate workflows

Pre-fill Dropdowns from Excel Bot

One of the most popular methods of communication with customers is collecting data via forms and surveys. Building communication is such a way has both pros and cons. For example, it shows customers that their opinion is essential for your service improvement. On the other hand, it might be difficult to categorize and analyze collected data when it comes to unpredictable answers.

This problem can be solved with dropdowns. You can create a list of predefined options and collect feedback in a unified way. And when there’s a lot of options in your dropdowns, airSlate is exactly what you need.

Using the Pre-fill Dropdowns from Excel Bot, you can populate a dropdown from Excel in seconds. With airSlate, there’s no need to fill option lists manually. What’s more, once a list is created, you can use it as many times as you need.

Import a dropdown from Excel to receive the following benefits:

  • Full freedom in filling out forms with optional dropdowns
  • Faster list creation
  • The possibility to edit the list whenever you need by connecting an updated file
  • One .xlsx file for multiple fields matching corresponding columns

Consider using this Bot to improve the form building process. When you populate a dropdown from Excel, you are able to create more dropdowns in less time. Once customized, it will work until you change the source file or the dropdown field. Updating records is a simple procedure and doesn’t require any special knowledge or skills.

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