Developed by
airSlate Inc.
Setup duration 5-10 min.
What the Export Custom Values to Smartsheet Bot does
The Bot transfers custom values to the corresponding columns of a Smartsheet spreadsheet based on the ‘if-this-then-that’ conditions you set.
When to use the Export Custom Values to Smartsheet Bot
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 your Smartsheet.
Export Custom Values to Export Custom Values to Smartsheet Bot
Get your automated workflows up and running in minutes. No coding required.
Configure Bot settings
First, connect to your Smartsheet account. Once connected, select a spreadsheet and the sheet you need. Then, match custom values with the rows of a column in a spreadsheet and enter the custom data you want to export.
Note: To install and configure Bots, start by creating a workflow.
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. E.g., select document fields and tell the Bot to export custom values when these fields have been filled out.
Get custom values exported to Smartsheet
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 a Smartsheet.
Try pre-built workflows to experience the Export Custom Values to Smartsheet Bot in action
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Other Bots often used with the Export Custom Values to Smartsheet Bot
Automate repetitious activities without having to code
Use Export Custom Values to Smartsheet Bot
Begin a new Flow and transfer forms or create templates right on the platform to initialize the Bots option. Find an appropriate software robot from the list.
Set it up
Open up the Bot setup. Fill out all of the required fields to personalize general and advanced options. Consider indicating activation conditions to avoid false activations (you can include a couple of circumstances).
See the way it operates
Execute the workflow and explore the results. Ensure that the software robots operate properly. If something doesn’t work, check the Bots log to correct the mistakes and run your Flow again.
