Get rid of manual data input and errors when working with a variety of figures in spreadsheets. Decide when your workflows should automatically start and begin pre-filling the document with data from the spreadsheets you’ve chosen.
1. Add autostart as described in this article, select Schedule Start From Excel file, and proceed to settings.
2. Upload the Excel spreadsheet you need.
3. Set up document pre-filling with values from the source sheet.
4. Set the conditions for the sheet column to trigger the document creation.
5. Adjust the date and time for when the document should be created, and then choose how often this action repeats.
6. Decide how many documents will be created for each row in a sheet (the maximum number of documents is 5).
7. Check Yes to notify the Admin every time a new document is sent, customize the notification message if needed, and click Apply changes.
