FormAssembly’s Microsoft Connectors: Automate Excel and SharePoint Workflows

Getting form data into the right hands often means getting it into the tools your team already uses.

In this FormAssembly training webinar, we’ll show you how FormAssembly’s Microsoft Connectors automatically send data into Excel and files to SharePoint, so your team can act on it without manual exports or repetitive copy-pasting.

We’ll walk through:

• • Sending form data to Excel, including writing to multiple tabs within a workbook

• • Storing uploaded and generated documents in SharePoint

• • Best practices for implementing Microsoft Connectors in your workflows

Whether you’re new to FormAssembly or looking to expand your existing workflows, this session will provide practical guidance, real-world examples, and dedicated time for live Q&A to help you get the most out of the Microsoft Connectors.

Note: FormAssembly’s Microsoft Connectors work with FormAssembly Workflows and are not included by default on all FormAssembly accounts. This training is an excellent opportunity to learn to make the most of these connectors if your team has access to them or see hands-on demonstrations and ask questions if not.