Export to Smartsheet

The Export to Smartsheet Bot automatically transfers data from a completed Slate document to a Smartsheet. This Bot can be used to transfer employee information, and other data from specified document fields to a selected Smartsheet column once a Slate has been completed.

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  • Used in 53 Flows
  • Used in 30 Workspaces
  • Installed 348 times in the last 30 days
  • 99% success rate

The Export to Smartsheet Bot automatically transfers data from a completed Slate document to a Smartsheet. This Bot can be used to transfer employee information, and other data from specified document fields to a selected Smartsheet column once a Slate has been completed.

Try automation, it’s free!

App Info

Bot author airSlate Inc.
When to install Set up the Export to Smartsheet Bot to avoid retyping the same information while keeping your Slate data easily accessible
What the Bot does Exports data from a Slate document to a Smartsheet
Setup duration On average 5-10 min.
Works on Post-fill

How to set it up

Outcome: Once a recipient under specific role has completed the Slate document, the data from the Slate document will be exported to the Smartsheet of your choosing.

Commonly used conditions when the Bot acts

  • When all or specific fields in a document are completed
  • When a date is equal to a specific month or day of the week

Requirements

To install the Export to Smartsheet, begin by setting up a Flow

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Install the Export to Smartsheet to automate workflows

Configure a Bot to upload to Smartsheet seamlessly

For efficient and smooth business processes, companies employ various automation solutions. Some of them focus on document flow management while others make team management a priority. Businesses with broad focuses can deploy and integrate several solutions at a time. airSlate allows you to seamlessly integrate with the apps and services you like. With airSlate automation Bots, you can easily pull data from airSlate and upload to Smartsheet.

Imagine, your organization is about to start cooperating with an insurance company to sign 300+ contracts for employees. You can upload a contract in airSlate and invite your teammates to fill it out. Based on the conditions and Bot settings you’ve configured, the Bot will automatically pull data from a document and transfer it to the columns you’ve indicated in Smartsheet. The best part is that the Bot doesn’t require any coding for set up. This eliminates any need for having to upload data to the Smartsheet via API. Such automation can significantly save you time and hassle.

Consider the additional advantages of airSlate automation:

  • Enhanced productivity
  • Faster and higher quality results
  • Lower operational costs
  • Free of human error
  • A shift from implementation to monitoring and control

There are more examples of businesses putting the export options to Smartsheet to use in Marketing, Sales and Accounting departments of many businesses. However, the tool is indispensable in Retail, the Financial sector, Education and other industries related to quality, customer care, and tight deadlines.

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