Pre-fill Dropdowns from Office 365 Excel Bot

The Pre-fill Dropdowns from Office 365 Excel Bot transfers data from an Excel sheet to the selected dropdown fields in a Slate document once a Slate has been opened. For example, the Bot can be used to pre-fill dropdowns with information you already have in order to simplify the data entry process.

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  • Used in 57 Flows
  • Used in 24 Workspaces
  • Installed 415 times in the last 30 days
  • 100% success rate

The Pre-fill Dropdowns from Office 365 Excel Bot transfers data from an Excel sheet to the selected dropdown fields in a Slate document once a Slate has been opened. For example, the Bot can be used to pre-fill dropdowns with information you already have in order to simplify the data entry process.

Try automation, it’s free!

App Info

Bot author airSlate Inc.
When to install Set up the Pre-fill Dropdowns from Office 365 Excel Bot to fill out Slate documents faster with information you already have
What the Bot does Transfers data from Office 365 Excel to the intended dropdown fields in a Slate document
Setup duration On average 5-10 min.
Works on Pre-fill

How to set it up

Outcome: A Slate document’s dropdowns will be pre-filled with data from an Office 365 Excel spreadsheet once a recipient under the specified role has opened a Slate.

Commonly used conditions when the Bot acts

  • When specific fields in a document are completed or empty

Requirements

To install the Pre-fill Dropdowns from Office 365 Excel Bot, begin by setting up a Flow

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Install the Pre-fill Dropdowns from Office 365 Excel Bot to automate workflows

Pre-fill Dropdowns from Office 365 Excel Bot

airSlate is the ultimate solution for your business automation. Dozens and even hundreds of documents can be placed in your unique workflow, letting you get the most out of even the most common routine processes. Starting to utilize our service can seem stressful, especially when it comes to making documents and flows repeatedly. However, this fear is unjustified. Our solution easily imports everything you need for convenient work and helps you optimize it. For example, you can import data from Excel spreadsheet to a form. All you need to do is create a list of possible variants. You can place them one after another in a table and receive just one file for the whole Slate.

Learn how to export data from Excel spreadsheet with the tips above and receive the following advantages:

  • By using this service, you will increase the speed of list creation
  • The availability of making changes from any device without the need to use airSlate on third-party computers (since Office 365 is a cloud service)
  • List creation will be easier because of the possibility to use Excel features

By using our service, you can not only easily change your workspace and fill out dropdowns using a spreadsheet from Excel, but even receive benefits from new capabilities. Combine them with other instruments to make your work faster and add more convenience.

This procedure will be needed after you begin working with airSlate. In a few weeks, when all your docs will be created in new Flows, you will most likely forget about your standard documents. Here you can find different robotized assistants that will save you time and effort.

For example, there is a Bot that can auto fill data from Excel spreadsheets. Others are made for archiving, sending, pre-filling, etc.

Try airSlate just once to understand all the advantages.

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