Export to Smartsheet Bot

Export to Smartsheet Bot

Remove problems associated with manual data input and guarantee the precision and responsibility of your business information. Instantly move data to Smartsheet columns using the Export to Smartsheet Bot.
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Developed by
airSlate Inc.
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Setup duration 5-10 min.
What the Export to Smartsheet Bot does
The Bot transfers data to the Smartsheet fields you indicate based on the ‘if-this-then-that’ conditions you’ve set.
When to use the Export to Smartsheet Bot
Install and configure the Bot to automatically export form responses, sales data, or employee information to the Smartsheet fields of your choice.
Export Custom Values to Export to Smartsheet Bot

Get your automated workflows up and running in minutes. No coding required.

Configure Bot settings
First, connect to your Smartsheet account. Once connected, pick a file for your export. Select the document fields you’ll be using to pull data from and connect them to the relevant columns in the Smartsheet.
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 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 data will be transferred to the selected Smartsheet fields
Export to Smartsheet Bot

Install the Export to Smartsheet Bot to automate your document workflows

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Export from Smartsheet and configure integrations with ease

At present, companies can employ several automation solutions, each with a different focus: flow management, team collaboration, progress tracking, and more. Not every web solution features all-in-one solutions, and that’s where integration becomes necessary. An example of this would be exporting data from Smartsheet to airSlate.

Let’s imagine that your company is using Smartsheet and wants to implement airSlate automation. There is no need to import all data to airSlate as it's fully compatible with other platforms. Simply bind the data you need to import and enable airSlate’s seamless data transfers from one source to another. For example, let's say you need to make a mass customer email delivery. You can create a message in airSlate and configure a Bot to fill the form from Smartsheet. In doing so, both systems are easily utilized with Bot automation.

This type of automation is ideal for internal workflow tasks and a variety of business use cases. It is especially efficient when collaborating with partners and vendors on a common project.

Let’s consider the benefits of automation:

  • Zero cost of labor
  • Increased productivity
  • Improved efficiency and profitability
  • No human-errors
  • Allows you to focus on decision-making and higher priority tasks

As more companies transition to an automated workflow, the advantages of integrating with external systems begin to multiply. By simply configuring a Bot to export from Smartsheet, the initial costs associated with automation software are offset by the significant savings automation delivers within the first couple months.

Speed up repetitious tasks without a single line of write code

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Use Export to Smartsheet Bot
Start creating a new Flow and transfer forms or generate documents right on the platform to enable the Bots option. Choose an appropriate software robot from the list.
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Set it up
Open up the Bot setup menu. Complete all of the required fields to define general and advanced settings. Don’t forget about determining activation circumstances in order to avoid false activations (you can include a couple of conditions).
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See how it works
Execute the workflow and discover the results. Make sure the software robots are operating appropriately. If something fails, look into the Bots log to correct the mistakes and run your Flow again.

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.
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