Developed by
airSlate Inc.
Setup duration 3-5 min.
What the Export to SharePoint Excel file Bot does
The bot exports information from document fields to an Excel spreadsheet on a SharePoint site, based on the conditions you set using 'if-this-then-that' logic
When to use the Export to SharePoint Excel file Bot
Set the bot up when you need to automatically update customer information or product details in SharePoint using the information from a contact form, sales order, refund form, or others.
Export Custom Values to Export to SharePoint Excel file Bot
Get your automated workflows up and running in minutes. No coding required.
Configure bot settings
First, connect to your SharePoint account. Next, select a site and a SharePoint spreadsheet with the sheet where you need to copy your data. Once done, specify the information from the document fields you would like to export and map the fields to the corresponding columns in the sheet.
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 range from a specific date, document data, user roles, email, or name. For example, select a role and tell the bot to export data to a spreadsheet in SharePoint when a recipient with this role opens the document.
Get your Excel spreadsheet in SharePoint updated in seconds
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 Excel spreadsheet in SharePoint will be updated with data from the selected document fields.
Try pre-built workflows to experience the Export to SharePoint Excel file Bot in action
Sales Invoice
The Sales Invoice Flow is used by Sales departments to create and approve sales invoices before sending them to customers.
Learn more
Sales Quotation
The Sales Quotation Flow is used by sales departments to automate the internal creation and approval of sales quotations.
Learn more
Online Order
The Online Order Form Flow is used by companies that operate online businesses to streamline their sales processes.
Learn more
Other Bots often used with the Export to SharePoint Excel file Bot
Automate repetitious tasks with no code
Employ Export to SharePoint Excel file Bot
Begin a new Flow and import forms or create documents right in the system to activate the Bots option. Find and choose a wanted software robot from the list.
Configure it
Open up the Bot configuration menu. Complete all the required fields to customize general and advanced options. Don’t forget about indicating activation circumstances in order to avoid false activations (you can include a couple of conditions).
Figure out how it works
Implement the workflow and check the results. Ensure the software robots are operating appropriately. If something goes wrong, check the Bots log to correct the errors and execute your Flow again.
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