Self-paced

Mastering Bots

Self-paced

Mastering Bots

This course is aimed at explaining everything a user needs to know about airSlate Bots — a powerful automation tool. It covers basic terminology, concepts, and includes hands-on assignments and quizzes.

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About this course:

airSlate excels at automating routine processes and eliminating paper-based tasks. Now is the time to get to know how airSlate gets this done. This course will walk the user through the basic steps of setting up task automation using different types of no-code Bot automation technology.

By the end of this course, you will be able to create fully automated workflows, saving your business’ resources for more important goals.

What does this course cover?

This course provides a detailed explanation of how to use task automation Bots for your workflows with airSlate.

Why was this course made?

We made this course to give you an in-depth understanding of one of airSlate’s main tools for optimizing docflows.

Who can enroll?

We recommend taking this course in addition to the airSlate Fundamentals certification program.

The materials for this course include:

  • learning resources to help you grasp the idea of airSlate Bot automation.
  • interactive practice sessions so you can consolidate learning through practical application.

What you will learn

The main components of airSlate
Bots as one of airSlate’s main tools of automation
How to set up automation for your workflow
How to develop Bot for automation tailored for your specific needs
The basics of a Bot’s conditional logic
Bot categories
The philosophy of airSlate automation
How to track progress with the help of the Bots log
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Duration 1 hour
Certificate A sharable achievement is included
Subject airSlate automation Bots
Level Intermediate
Language English
Price Free
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Earn a verified certificate to demonstrate the skills you gain

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Verified by airSlate
Receive an airSlate-issued certificate with the airSlate logo to verify your achievement and expand your career prospects.
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Shareable on social media
Post your certificate on LinkedIn or add it directly to your CV.

All you need to digitally transform your business

The airSlate Academy combines everything you need to digitally transform your business, including legally binding eSignatures, advanced PDF editing, and automated workflows.
Familiarize yourself with eSignatures, their implementation, business value, and learn how to create legally binding eSignature workflows for your business.
Change the way you work with documents into an interactive online experience and learn how to make your documents look professional.

Achieve your career goals with airSlate’s advanced certification programs

certifications
Automation Architect
Learn how to make any process in your workflow run like clockwork. Automate each step using Bots and triggers and perform integrations with popular CRMs like Salesforce or MS Dynamics 365.
certifications
Business Process Analyst
Identify which processes in your workflow can be automated. Learn key metrics to propel your business forward and increase your return on investment (ROI).
certifications
Custom Bot Developer
Learn how to design and develop airSlate Bots — a powerful robotic process automation tool that can be customized using airSlate.
View the certificate

Become an airSlate Partner

Students who complete the airSlate Academy courses are welcome to become partners. Get the necessary skills for building automated processes, helping airSlate newbies, and generating revenue.

Learn more about airSlate partnership benefits

become partner

Problems you run into without Bot automation

Completing routine duties is not a pleasant task for anyone. And the longer a person performs these monotonous tasks, the worse the results become. Considering that the main purpose of any business is profit, employees that do monotonous work can only harm your business.

First, they become less attentive. This reduces their accuracy and therefore leads to numerous mistakes that can result in lost money or time in specific business processes.

Second, it’s a waste of everyone’s time. Any time that you have a situation where an employee performs monotonous tasks like moving info from emails to databases and vice versa, submitting requests or approvals you run the risk of getting stuck if something happens to that employee. Or worse, the employee has been making hundreds and hundreds of minor mistakes without anybody noticing. The possibility of errors while processing large arrays of data is almost guaranteed.

Third, inefficient processes and errors are expensive. Imagine a situation where an error caused problems with payments to employees or even problems with partners or clients. Business needs momentum. And achieving it by manually completing tasks is incredibly difficult and costly. Why should you have to spend extra money if you can just use Bot automation?

How does Bot automation solve your problems?

Bots are software robots that automate the steps of your workflow. They perform specific tasks or sets of tasks without the need for human interaction.

Bot automation helps you solve all the problems mentioned above. Just imagine if your workers didn’t make mistakes and worked fast. Now imagine if you could optimize the cost of human resources? It’s the dream of any manager!

It sounds like we’re talking about fantasy workers that aren’t real. However, this is already possible. These ideal workers are the automation Bots. They do not need lunches, weekends or sick leave. They work for you around the clock. Set them up once, and the system will do everything else for you.

Why is it better to use automation Bots?

The possibility to automate processes using special software for your business was available many years ago. However, nobody talks about the software costing a lot of money and that you need to pay third-party developers or create your own IT department just to use them. It’s already expensive for big companies, most of the time it’s not even an option for small and medium-sized businesses? Spending so much money is an irrational solution. It’s why you should pay attention to the already existing solutions instead of creating new ones.

airSlate uses Bots to help you and your business automate document-related processes without coding or the need for special education. Each software robot has its own special role. This means that you don’t have to bother with complicated settings. By customizing each operation individually, edit the Flow without getting confused in the processes.

These software robots do not require installation. Automation Bots are available online. That means that you do not have to buy expensive equipment or spend money on their maintenance.

What processes can you automate with airSlate

Automation Bots can’t make a cup of coffee for you, but they improve the processes associated with documents and their completion. Take a look at some actions airSlate Bots can effectively do without any effort from you:

  • Notify recipients about completed actions.
  • Send reminders.
  • Control access to information.
  • Archive files.
  • Pre-fill information.
  • Export data.
  • Build integrations with CRM, messengers, task-managers and databases.

airSlate offers you more than 70 different Bots connected to document and record management and this extensive list continues to grow.

How to start using airSlate automation Bots?

Like we said above, you don’t need to be an expert to start using Bot automation. We don’t mean complex processes for low-code integrations like Zapier or Nintex that require additional costs. All you need for airSlate is a basic understanding of work principals. With this knowledge, you can find the appropriate course from the airSlate Academy and learn how to improve your automation skills one step at a time. The airSlate Academy course on automation Bots will teach you about:

  • The essence of Bots.
  • Use cases with Bots.
  • Archive files.
  • Setting up Bots.
  • Usability and other important things about Bots.

Also, find information about popular Bots and how to use them to maximize your workflows.

Note: you can start working with airSlate before taking any of the airSlate Academy courses. The academy is for showing you useful tips and tricks to enhance and grow your automation skills.

Do I need to learn about Bot automation if I don’t have my own business?

The airSlate Academy has many courses that turn you into a professional automator. If you don’t have a business that’s ok. Use the academy to develop your skills as a freelancer and help companies implement airSlate Bot automation into their working processes.

Non-formal education provided by the airSlate academy adds value to you as a specialist. Find work in the field of automating business processes. Get airSlate yourself and take all of the available courses to start your journey in becoming a Bot automation specialist.

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Questions & answers

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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An automated Bot is software that handles tasks, completes different actions, and manages documents without human intervention. Based on simple if-this-then-that conditional logic, robotic software adapts to your workflow and does everything you tell it to. For example, it can export and import data, pre-fill documents, set reminders, and so on. Bot Automation helps you to eliminate administrative routine and reduce manual data entry. Establish automated workflows without coding or programming skills with airSlate.

Automation Bots can replace cumbersome routine and error-prone processes. Pull and push data without manual data entry, organize documents automatically, and run an entire process in one click. This is only a small part of all their abilities though. You can integrate Bots to third-party services and pull from multiple data silos.

Each Bot is made up of code sections (bricks) that provide flexible functionality that operates on conditional logic. When you set up conditions using if-this-then-that logic, you move these bricks around like legos. What that means is by moving the software robot and telling it what to do, you are essentially coding without actually coding.

aiSlate provides a library of no-code Automation Bots. What that means is you don't need to learn how to develop an Automation Bot; all you have to do is customize and set it up. Conditional logic allows you to set triggers and indicate the action you expect the Bot to perform. For example, the export Bot triggers when a recipient fills in all the fields in a document.

The use of robotic or third-party software means replacing human intervention with automated workflows. Get rid of repetitive tasks and manual data entry and utilize BPA instead. Moreover, this approach allows you to minimize errors and save money.

Programmers are not the only ones eligible to make money with Bots. People who know how to use robotic software are just as able. Thus, pursuing a career in the field of BPA is the easiest and fastest way to get into the industry without any experience. Enroll in the airSlate Academy’s course to gain insights and become a Business Process Analyst or Architect.

All Automation Bots are in sleep mode until the trigger is launched. For example, the recipient opens or fills out a Slate. After that, the Bot processes the data from the sources that you specified during setup (Salesforce, MS Dynamics, etc.). Then the robotic software transfers data to the corresponding areas. Most importantly, this process takes a few minutes and runs smoothly.

Once you've set up the whole process, you can test how your automated Bot is performing. Send your Slate or open it yourself to fill it out. If the trigger is operating properly, you’ll see tags under each Slate telling you which Bots are active/working. It sounds like magic but if you look behind the curtain and open the logs, you get a detailed history of every action and result.

You can check logs for each Slate. In the left side menu, select the Flow that contains your sought-after Slates. Click on the dots next to the Slate and select Bot Logs to look at successful and failed actions. Find out what went wrong and fix it quickly.

The price varies from service to service. For example, airSlate doesn't charge extra per each robotic feature. With a subscription, you get access to all Automation Bots and can introduce them into your workflow as you want and need by connecting various third-party services such as Salesforce or NetSuite. You can also learn how to use the platform by taking any of the airSlate Academy’s free online courses.