Export Custom Values to Microsoft 365 Excel Bot

Reduce manual data entry while improving data accuracy and consistency. Automatically transfer custom data from documents and processes to Excel 365 with the Export Custom Values to Microsoft 365 Excel Bot.

What the Bot does

The Bot transfers custom values to the corresponding fields of an Excel 365 spreadsheet based on the ‘if-this-then-that’ conditions you set.

When to use

Install and configure the Bot when you need to automate the process of transferring custom data such as the date of signing or any manually entered details to Excel 365.

Author airSlate Inc.
Setup duration 7-13 min.
Used in 69 Templates
Used in 51 Workspaces
Installed 326 times in the last 30 days
97% success rate

4.5 out of 5

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Get your automated workflows up and running in minutes with the Export Custom Values to Microsoft 365 Excel Bot. No coding required.

Map custom values to a specific row in a spreadsheet

Configure Bot settings

First, connect to your Microsoft 365 account. Once connected, select a spreadsheet and the sheet you need. Then, match custom values with the fields in a spreadsheet and enter the custom data you want to export.

Note: To install and configure Bots, start by creating a workflow.

Add multiple conditions and tell the Bot to run when all or some of them are executed

Add conditions for when the Bot will act

Define what will trigger the Bot to act. These can be a specific date, document data, user roles, email, or name. For example, select document fields and tell the Bot to export custom values when these fields have been completed.

View the Bots log or use tags to check if the Bot ran successfully

Get custom values exported to Excel 365

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 manually entered data will be exported to the specified fields of the Microsoft 365 Excel spreadsheet.