Developed by
airSlate Inc.
Setup duration 7-13 min.
What the Export Custom Values to Microsoft 365 Excel Bot does
The Bot transfers custom values to the corresponding fields of an Excel 365 spreadsheet based on the ‘if-this-then-that’ conditions you set.
When to use the Export Custom Values to Microsoft 365 Excel 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 Excel 365.
Export Custom Values to Export Custom Values to Microsoft 365 Excel Bot
Get your automated workflows up and running in minutes. No coding required.
Configure Bot settings
First, connect to your Microsoft 365 account. Once connected, select a spreadsheet and the sheet you need. Then, match custom values with the fields 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. For example, select document fields and tell the Bot to export custom values when these fields have been completed.
Get custom values exported to Excel 365
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 the Microsoft 365 Excel spreadsheet.
Try pre-built workflows to experience the Export Custom Values to Microsoft 365 Excel Bot in action
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Other Bots often used with the Export Custom Values to Microsoft 365 Excel Bot
Eliminate repetitious tasks without having to write code
Employ Export Custom Values to Microsoft 365 Excel Bot
Begin a new Flow and transfer samples or create templates right on the platform to enable the Bots option. Find a needed Bot from the list.
Set it up
Open the Bot adjustment. Fill out all of the required fields to define general and advanced settings. Consider determining activation circumstances to prevent false activations (you can include several circumstances).
Figure out how it works
Implement the workflow and explore the results. Ensure the software robots work appropriately. If something doesn’t work, look into the Bots log to fix the errors and run your Flow once again.
