Export Custom Values to Smartsheet Bot

Streamline your document workflows and reduce manual data entry. Automatically transfer custom data from documents and processes to Smartsheet with the Export Custom Values to Smartsheet Bot.

What the 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

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.

Author airSlate Inc.
Setup duration 5-10 min.
Used in 74 Templates
Used in 61 Workspaces
Installed 426 times in the last 30 days
98% 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 Smartsheet Bot. No coding required.

Map custom values to a specific row in a spreadsheet

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 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. E.g., select document fields and tell the Bot to export custom values when these fields have been filled out.

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

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.