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Enable Documents Completion via Google Sheets Bot

Eliminate issues of manual data entry and ensure the accuracy and accountability of your business data. Transfer data from a document field to a Google Sheets column and vice versa with the Enable Documents Completion via Google Sheets Bot.
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What the Bot does
The Bot transfers data from a document field to a Google Sheets column based on the ‘if-this-then-that’ conditions you set.
When to use
Install and configure the Bot to synchronize the information between invoices, requests, sales orders, employee profiles, and Google Sheets.
  • Author airSlate Inc.
  • Setup duration 5-10 min.
  • Used in 71 Templates
  • Used in 18 Workspaces
  • Installed 629 times in the last 30 days
  • 99% success rate
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Get your automated workflows up and running in minutes with the Enable Documents Completion via Google Sheets Bot. No coding required.

Use the Advanced setup to map Google Sheets columns with fields in the document
Configure Bot settings
First, connect your Google account and select the spreadsheet you intend to transfer data to. Then, choose the document fields that will be used for creating the corresponding columns in the sheet. Set ‘Two-way binding enabled’ to ensure synchronization between the document and Google Sheets.
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 run. These can be a specific date, document data, user roles, email, or name. For example, select a document and tell the Bot to run when all the required fields are completed.
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View the Bots log or use tags to check if the Bot ran successfully
Get records updated when a change occurs in any source
Once the Bot is configured, share your document with anyone who needs to complete or sign it. Based on the conditions you’ve set, the Enable Documents Completion via Google Sheets Bot will transfer data between a document and a Google spreadsheet and vice versa.
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Install the Enable Documents Completion via Google Sheets Bot
to automate your document workflows

Learn more in this Bot’s airSlate Academy course

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Questions & answers

Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

Allow the two-way binding Bot to automatically transfer data between a document and Google Sheets

The more businesses compete, the more they realize the necessity of business process automation as a key tool for sustainable growth. This is because workflow automation will inevitably lead to significant cost and time-savings, as all recurring and repetitive tasks are performed by configured microprograms, known as Bots.

Workflow automation and Bots are equally applicable for businesses in any industry, enhancing quality and operational efficiency. Yet, those benefiting from automation the most are customer service businesses. They work with huge data files and maintain daily interaction with customers. workflow automation software helps robotize recurring processes by setting up Bots.

For example, a Google Sheet Two Way Data Binding Bot enables customer service to run fast satisfaction surveys, spend less time on preparation and data processing, and easily update a database. Imagine you have to interview customers on their transactions. The list of customers with their names and email addresses is available in Google Sheets. Once you’ve built a form, you simply configure the Bot to enable Google Sheets link to another file. As a result, the data will be automatically transferred from the Google Sheet to the survey form. This will save you time on copy-pasting customer names. When the surveys have been completed with the necessary information, they will be automatically transferred to the respective Google Sheet. The only time you need to invest is in the initial configuration of the Bot to enable the two-way data transfer.

Setting up a Bot to automate the pre-fill and post-fill processes will result in the following advantages for your business:

  • Quality improvement with reliable results and trustworthy data
  • Consistency in service provided
  • Freed time that can be reinvested into decision-making tasks
  • Enhanced efficiency that leverages best practices
  • Reduced costs by saving on human resources

Configuring just one Bot for Google Sheet integration leads to tremendous savings and performance enhancement.