Answered

Send excel extract to selected recipient

  • 17 September 2022
  • 1 reply
  • 14 views

Userlevel 1

In my typeform, I have a dropdown list of our team members that the person filling out the form can select from. I would like to have an automation that sends the typeform submission to the selected person via email. For example, if the customer selects Person X as the recipient, the typeform could be extracted to Excel (or PDF, or a directly in the email, I suppose) and emailed to Person X right away...and the internal team member would not need to log in to typeform in order to grab the responses.

Is there an automation I could use to enable this? Has anyone else built this out before?

icon

Best answer by john.desborough 17 September 2022, 17:58

View original

1 reply

Userlevel 7
Badge +6

@jonrgibson - i do this in google sheets with an add on called Document Studio. 

There are add-ons to Excel that will do just what you like - but you should Connect your typeform to Excel so that the data is automatically there -if you don’t do that already. 

des

Reply