Developed by
airSlate Inc.
Setup duration 7-13 min.
What the Export to MS Server SQL Bot does
The Bot transfers data to the corresponding table in your MS Server SQL database based on the ‘if-this-then-that’ conditions you set.
When to use the Export to MS Server SQL Bot
Install and configure the Bot to automatically export form responses, budget approval details, sales data, or employee information to an MS Server SQL database table.
Export Custom Values to Export to MS Server SQL Bot
Get your automated workflows up and running in minutes. No coding required.
Configure Bot settings
First, connect to your Microsoft Server SQL account. Then, select the database and table for your export. Select the document fields you’ll be using to pull data from and connect them to the relevant Microsoft Server SQL table.
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 be a specific date, document data, user roles, email, or name. E.g., select document fields and tell the Bot to export the data when these fields have been filled out.
Get your data exported to the MS Server SQL database table
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 data from it will be transferred to the selected MS Server SQL database table.
Try pre-built workflows to experience the Export to MS Server SQL Bot in action
Contract Management
The Contract Management Flow is used by a company’s Procurement department to automate the process of purchasing goods or services on contract.
Learn more
Budget Approval
The Budget Approval Flow is used by Accounting and Finance Departments to automate and speed up the approval processes for funding company initiatives.
Learn more
Customer Enquiry
The Customer Enquiry Flow is used by marketing departments to automate the process of handling direct questions raised by customers.
Learn more
Lead Generation Form Template
The Lead Generation Form Template Flow is used to speed up the process of generating leads and improving customer conversion rates.
Learn more
Other Bots often used with the Export to MS Server SQL Bot
Speed up repetitious tasks without having to code
Implement Export to MS Server SQL Bot
Start a new Flow and import samples or create templates right on the platform to enable the Bots option. Choose an appropriate software robot from the list.
Set it up
Open up the Bot setup menu. Complete all the required fields to personalize general and advanced options. Consider determining activation conditions to protect yourself from false activations (you can add a couple of conditions).
Figure out how it operates
Execute the workflow and check the outcomes. Ensure the software robots operate correctly. If something fails, look into the Bots log to fix the errors and run your Flow once again.
