This is a paid bot, and its usage will be counted toward your plan's credit limit. For more information about credit usage, refer to this article.
General
Automatically populate data to Google Sheets from completed documents. No need to transfer data manually as the bot does it for you.
Use case: You need your employees to specify their up-to-date contact information by completing a web form and then keep all provided data in one place.
How to set up
To add the bot:
1. Add a new action by clicking a plus icon.
2. Choose Bot and search for the Export field data to Google Sheets bot.
3. Click on the bot to install it.
Trigger
A trigger is an event that causes the bot to start working. The bot can be placed only after a step or any other element (for example, another bot), and it will run once the previous element finishes its job.
Connection settings
In Destination, connect the bot to your Google account by selecting the corresponding option.
Then, select the Google account you need to connect. You can also select a new account to connect by clicking Add new connection.
Define the spreadsheet location:
By drive and sheet (choose Google Drive and navigate through folders, or use the search bar)
Shared link (paste spreadsheet link).
Ensure that you select the correct sheet. Once done, click Continue.
Mapping
The Drag data to document fields modal window will open. Drag and drop the sheet column onto the document field. Use a search bar to locate the needed spreadsheet columns easily.
Blue highlights indicate available dropdown fields for mapping, while other fields are disabled. Names of the mapped fields are written on the canvas so the users can understand where the data will go.
To add new fields, select Edit document to open the editor.
To cancel mapping, hover over the connected field name and select Unmap, or click the corresponding icon next to the mapped field in the document.
Testing
In the Test section, check how the bot works by selecting Test. You will see a success message if everything is set up correctly. If there are issues, review the connection, mapping, or trigger configuration.
If you skip testing by selecting Skip testing, you may miss issues with the bot setup. Testing is recommended to ensure everything works as expected.
Lookup
In Search, you can choose the rules to locate the specific rows in your sheet. These rows will be used to export data from your document.
Tip: Set up the following functionality only if you need to update already existing rows in your spreadsheet.
To do so, match the sheet column and the document field value.
Tip: For example, set up matching criteria where the value in column Name will equal the value of the Name field in your document. This will allow for exporting the employee's contact data exactly to the sheet's row that corresponds to the employee's name.
Conditions
Set conditions to control when the bot activates, tailoring it to your specific needs for more efficient automation. For detailed guidance, refer to this article.
Without defined conditions, the bot will default to activating whenever recipients complete the documents or the previous element (for example, another bot) finishes its job.
Advanced settings
This section allows you to choose how the process proceeds in case the bot fails:
Select Proceed to allow the workflow to move to the next signer and automation if the bot isn't crucial.
Select Stop if the bot is critical; this prevents the next signer from receiving documents if data wasn't pre-filled from the source of your choice.