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This course will teach you how to automate any repetitive task related to data transfers, access control, email notifications, and other document-based processes with the help of no-code bots. The course will take you through the different bot categories and types, their working principles, key features, and benefits for your document workflows.
By the end of this course, you'll be able to select the bot that is most suitable for your use case, configure its settings, and track the workflow process.
Let's break it down. A bot (short for robot) is a software application designed to complete specific and usually monofunctional tasks. Bot automation uses bots to interact with applications, workflows, and systems with the purpose of streamlining processes, typically from beginning to end. You may also hear people refer to bot automation as robotic process automation (RPA).
RPA/bot automation software enables users to execute a wide range of business-related processes and minimize human interference when it comes to repetitive processes. For example, they can request, collect, and route data, make calculations, scrape web data, archive documents, in addition to completing many other routine tasks.
There is no one-size-fits-all answer, but your main options are hiring your own IT department with dozens of developers (a costly endeavor) or finding a digital solution that suits your needs. Digital solutions include both low-code and no-code services, with low-code services requiring you have IT specialists, which may still be a costly option. Consider choosing no-code platforms and begin by exploring your options online to select a solution that can tackle your needs and suits your industry.
airSlate is an example of a solution that suits almost every sphere of business. If you need to accelerate document management processes, in particular, you won't find a better service. airSlate has a built-in web form builder, PDF editor, legally-binding eSignatures, many valuable integrations, and numerous automation Bots that can easily handle tedious tasks. Plus, the list of software robots available with airSlate is constantly growing.
When you choose airSlate for your business, you don't need to create specialized tools on your own; you can simply customize airSlate’s existing ones. The platform has a user-friendly interface that leads you through the basic steps of building automated workflows and explains how to take advantage of its many features without dealing with a single line of code. Come with a basic understanding of what your workflow should look like, and you’ll have plenty to get you started. If you want to become a pro in bot automation, consider enrolling in the airSlate Academy courses. You'll learn how to maximize the service's capabilities and discover industry-specific tips to use at your organization.
To find out more about using Bots and to start your journey into the world of automated workflows, click the Enroll button at the top of the page, register, and gain new valuable skills in no time. Free yourself from routine tasks today!
Broadly, bots serve as tools for workflow optimization to reduce the amount of purely manual tasks that human staff must carry out as a part of their routine. More specifically, every bot performs a specific action to which it is programmed, such as user notification, data export, document creation, and much more. If you have further questions on “what is a bot,” take a 40-minute training course and learn details about their functionality and how they could benefit your business.
All the airSlate WorkFlow bots follow simple ‘if-this-then-that’ conditions. After you find the right bot automation, you can configure specific conditions for your selected bot to act within this logic. After configuring and launching, it completes assigned tasks automatically once the set conditions for it to work are met.
If you want to automate a particular process in your workflow, you do not need any technical background or coding skills. All automation bots and configurations are accessible online in a clear and intelligible interface that will guide you through our setup experience. To learn the ins and outs of bots settings, take our free course, Understanding bots, and master your document workflow automation.
In the context of airSlate WorkFlow, bots are software tailored for a particular task. If you don't want to perform a specific task manually, you can set up a bot to do it for you. This technology helps reduce the time spent on unengaging or purely manual tasks and gives the team more space to work on more intellectually challenging assignments.
airSlate WorkFlow software bots can perform a variety of tasks. Their capabilities range from sending notifications once someone completes an expected action to updating and creating records in your CRM to filling online tables automatically. Browse the airSlate WorkFlow bot library to find the right automation to improve your workflow. We named most of them after the tasks that they automate.
We’ve defined bot types by actions they perform. Such types include Automation bots, Data movement bots, Integration bots, and Permission bots. We’ve also systemized integration bots by the platform they integrate with. For instance, there are bots made to integrate with Airtable or Zoho. To learn how different bot types work, take this short, interactive course and choose bots that perfectly fit your business goals.