Export new investors from Angel Match to create spreadsheets in Microsoft Excel
Boost your efficiency with this automation between the Angel Match and Microsoft Excel apps. When you export investors' data from Angel Match, a new spreadsheet is swiftly created in your Excel, keeping your data well-organized and accessible. This workflow helps you effectively manage your investor information and save time, allowing you to focus more on your investment strategies.
Boost your efficiency with this automation between the Angel Match and Microsoft Excel apps. When you export investors' data from Angel Match, a new spreadsheet is swiftly created in your Excel, keeping your data well-organized and accessible. This workflow helps you effectively manage your investor information and save time, allowing you to focus more on your investment strategies.
- When this happens...Export Investors
Triggers when exporting investors.
- automatically do this!Create Spreadsheet
Creates a new spreadsheet
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Export Investors
Triggers when exporting investors.
Try ItStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
TableRequired
Try ItStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Trigger Column
Try ItStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
TableRequired