Self-paced

Data Movement Bots

5
Star Rating
783 students
30 minutes
Still wasting time transferring data between documents manually? Forget about this tiresome, error-prone process with dedicated no-code software robots.
Data Movement Bots

About this course

This course goes through all the details and instructions of setting up automatic data transfers between web forms, spreadsheets, PDFs, and other documents. You’ll develop a familiarity with the different bot categories responsible for these types of tasks, how to configure them, and go over different use cases for applying no-code automation.

By the end of this course, you'll be able to configure automatic data movement between different document types in a few clicks.

What’s included?

lessons to explain the automated data transfer setup
quiz to consolidate your knowledge & test new skills
badge to showcase your new skills

What will you learn?

How to eliminate errors with automatic data movement
How to ensure the bot performs the task how you intend
How to track your progress and troubleshoot

Who is this course for?

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

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What our students say

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Review from Capterra platform

The different courses are well defined, easily searchable, and the titles are useful. The content can get a bit long, and theoretical from time to time but mostly they try to keep it to bite-sized chunks with small quizzes to help you retain what you just read.

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Review from YouTube

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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Review from G2 platform

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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Make your data movement hands-free with automation courses by airSlate Academy

Working with tables and storing critical information in databases makes it easier to run a business. With all the data you need organized, you will have an easier time navigating information and maintaining it. However, the way your data moves, especially if you are moving it manually, will impact how easy it is to navigate and maintain it.

Transferring information from one place to another, populating document templates with information from a database, and keeping records up to date all require manual work that takes time. Additionally, this manual work is error-prone, with something as small as a single wrong digit making a whole client record incorrect and useless. If you want to make these processes more efficient, learn how airSlate data Bots can handle them for you.

Automated data transfer straight to your cloud app or database

You no longer need to transfer data from surveys or contact forms manually. Take no more than 15 minutes to set up data moving automation and spend your newly won time to focus on more important things. When running, these airSlate Bots automatically transfer data from the documents and fields in your Flow to the locations of your choice, be it online tables or databases. Use the Bots to simplify your work with Excel 365, NetSuite, Google Sheets, Salesforce, Airtable, and much more.

Automating document creation with data from your tables

When you know how to set up automated data movement with airSlate Bots, creating documents based on information in your databases is simple. Use pre-fill integration Bots compatible with your apps to populate documents with information and make invoices, reports, or contracts in no time.

Automatically updating of your tables and records

The data in your database is valuable only when it is up to date. To keep it this way, you don't need to spend hours updating your records by hand. All it takes is roughly 15 minutes to adjust the right settings for your Bot and you will see the results right away. When your Bot is running, it will make automatic changes wherever you specified once the set up ‘in-this-then-that’ conditions are met.

Manage your Bots easily

Installing and adjusting the conditions for your Bot to act does not require you to have any specific background or coding skills. You can adjust all of the settings using a simple and user-friendly interface, so it is simple to navigate them. If you want to enjoy more benefits of data automation, be sure to take the Data Movement Bots course in the airSlate Academy. After this course, you will:

  • Understand the variety of airSlate automation Bots and the principles of their work
  • Learn how to set basic and additional conditions for the Bot to act
  • Optimize your data processes and save time on manual data entry
  • Eliminate errors related to manual data entry in your workflow

Participate in this short interactive training and leave maintaining your databases manually in the past.

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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In this context, data moving means exporting information from one place to another. For example, say you have conducted a survey among your staff or collected contact information from clients on your website. Now you need to move the data from the collected surveys into an organized table or copy the content to a table with existing data. This process can be manual or automated, depending on the method one chooses, but it is data movement nonetheless.

Typically your business goals define the purpose of your data movement. It can be to preserve your client's database, compile statistical research, or simply organize any important information. Depending on your business approach and the assets available to you, you can utilize manual or automated data movement.

airSlate WorkFlow’s Data movement bots are pieces of software that automate the process of data movement as data moves from one location to another. These bots help to drastically reduce the time it takes to export information to and from a database. They also eliminate possible issues that come with manual data entry, such as minor errors and typos.

The main benefits of an automated data transfer relate to the resources they save your business. Working with columns and rows in a database takes your team significant time without allowing them to be creative or problem-solve for challenges they are seeing. When you automate this process, your team will have more time to tackle more complicated tasks. Manual data entry also increases the chance of minor errors and delays your processes, as humans are not machines. So, if you want to accelerate your data processes, automation bots by airSlate WorkFlow will help greatly.

Automation courses by airSlate Academy are meant to simplify your work with airSlate WorkFlow bots. The courses are brief, concentrated, and interactive, so you can quickly learn and practice automating your processes with bots that handle your manual tasks. Create an account with our platform, and you can start learning automation without any background in coding.

airSlate Fundamentals is the perfect place to start learning about workflow automation. This program teaches you to design, integrate, and automate day-to-day processes using a single no-code platform. Enroll today, change how you work with documents into an interactive online experience, and learn how to make your documents look professional.