No-Code Bots: the Ultimate Guide

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5781 students
40 minutes
Looking for a no-code tool capable of managing every routine task in your document workflows? Discover how user-friendly software bots enhance work efficiency.
No-Code Bots: the Ultimate Guide

About this course

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.

What’s included?

lessons to explain the basics of no-code bots
quiz to consolidate your knowledge & test new skills
certificate to showcase your new skills

What will you learn?

How to get started with no-code bots in airSlate WorkFlow
How to automate repetitive document-based tasks
How to eliminate data errors and inaccuracies
How to track workflow progress and troubleshoot

Who is this course for?

Anyone interested in automating document-related tasks
Anyone looking to master workflow automation without coding
Those who want to advance their career with new skills

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I’ve taken 20 airSlate Academy courses. These courses helped me create a workflow and generate business. The biggest skill I’ve learned is how to integrate data from other platforms into my workflow.


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airSlate Academy offers free courses in business process and workflow automation innovatively. The courses are well-researched and presented. Easily understood by a noncore IT audience.

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How bot automation makes your routine tasks hands-free

What is bot automation?

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.

How do automation bots work?

Automation bots are sets of algorithms built to complete particular tasks. Usually, they work over the internet or other networks to send and receive data from other bots or servers. Once bots are activated, they operate until the task is completed (or stop if completing a task is impossible). Furthermore, they can be launched both manually as well as automatically. Advanced services develop their bots with built-in activation capabilities, so once a bot meets certain conditions, it "wakes up" on its own. Based on the type of tasks they perform, software robots can be divided into many different groups, such as:
  • Chatbots - simulate conversations with real people
  • Social bots - produce messages, promote ideas, act as followers, etc., on social networks
  • Knowbots - surf the Net and gather the information that meets specific requirements
  • Crawlers - (A.K.A. web crawlers) access websites and collect content to use for indexing in search engines
  • Monitors - analyze the health of a particular system, application, or website
  • Specialized bots - perform tasks according to their developers' needs

Is bot automation beneficial?

Yes! Bot automation offers multiple benefits that help you develop your business. First of all, it optimizes your resources. When your employees are free from completing routine duties, they can concentrate on more creative and higher-value tasks that work towards your business's strategic goals. Automation bots also reduce your operational costs. Any software robot will cost you less than any human employee. Plus, you don’t have to worry about paying employees for the hours spent on a task. If a human needs half of a day to process a set of data, the software can complete the task in minutes if not seconds. Implementing automated solutions also leads to an improved customer experience. Automating any part of client requests significantly accelerates the entire process and offers them a simple and efficient experience. As a result, their needs are met, and their satisfaction level grows. Don’t forget: bot automation software simplifies scalability. Instead of hiring new employees to process growing client requests manually, the software can deal with almost any amount of requests with no changes made to your staffing. Furthermore, you can re-use existing algorithms and apply them to other processes within your organization. The same robots, with a few tweaks, can be ready to process other types of data or to do so in a slightly different way without any significant effort on your part. And last but not least—specialized automated solutions enhance your analytics capabilities. You can keep track of all of the actions they have performed. This data can be used to make strategic decisions that advance your business, can help your business avoid bottlenecks, and can even provide insights on how to improve your workflows even more.

How do I create bot automation software for my business?

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!

Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
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Broadly, Bots are used for workflow optimization and to reduce the purely manual tasks the staff has to carry out as a part of their routine. More specifically, every Bot is used to perform a specific action it is programmed to, 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 to learn more about its functionality and benefits for your business.

All the airSlate Bots follow the simple ‘if-this-then-that’ conditions. After you find the right Bot automation, you can configure specific conditions for the Bot to act within this logic. After the Bot is configured and launched, it completes the assigned task automatically once the set conditions for it to act have been met.

If you want to automate a particular process in your workflow, you do not need any technical background or coding skills. All the automation Bots and configurations are accessible online in a clear and intelligible interface that will guide you through the setup experience. To learn the ins and outs of Bots settings, take a free course, Understanding Bots, and master your workflow automation.

In this context, Bots are pieces of 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 to reduce the amount of time one has to spend on unengaging or purely manual tasks and gives the team more space to work on more intellectually challenging assignments.

airSlate software Bots can cover a variety of tasks. The range of their capabilities goes from sending notifications once the expected action is completed to updating and creating records in one’s CRM or filling online tables automatically. Browse the airSlate Bot Library to find the right automation to improve your overall workflow. Most of them are named by the task that they automate.

The types of Bots are defined by the action they perform. Such types include Notification Bots, Pre-fill or Export Data Bots, Email Bots, Cloud Storage Bots, Permission Bots, and many more. They can also be systemized by the platform they integrate with. For example, there are Bots made for Airtable or Zoho integration. To learn how different types of Bots work, take this short interactive course and choose the perfect ones for your particular business goals.