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Self-paced
Data Movement Bots
578 students
30 minutes
Still wasting time transferring data between documents manually? Forget about this tiresome, error-prone process with dedicated no-code software robots.
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
Start learning today
Sign now for free
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 WorkFlow 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 WorkFlow bots automatically transfer data from the documents and fields in your document 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 WorkFlow 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 at the airSlate Academy. After this course, you will:
- Understand the variety of airSlate WorkFlow 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.
Data Movement Bots
In the Data Movement Bots course, you will discover how to automate the transfer of data between documents and systems using no-code solutions. This course focuses on eliminating manual data transfer errors and optimizing workflows through the use of Data Movement Bots within airSlate WorkFlow.
What you’ll learn:
- Data Movement Bots: Understand the objectives and types of Bots within this category.
- Bot Configuration: Learn how to set up and configure both Field Data and Webhook Bots.
- Examples of Bot Setup: Explore practical examples to effectively deploy Data Movement Bots in workflows.
Key takeaways:
- Business Process Automation: Learn how to automate repetitive tasks and streamline document workflows using Data Movement Bots. By leveraging these Bots, you can significantly reduce the time and effort spent on manual data entry and transfer, freeing up resources for more strategic activities within your organization.
- Workflow Optimization: Understand how to eliminate common errors associated with manual data transfers, ensuring data integrity and consistency across documents and systems.
Course outcomes:
By the end of this course, participants will gain the skills necessary to classify and deploy Data Movement Bots effectively within airSlate WorkFlow. They will be proficient in configuring both Field Data and Webhook Bots, enabling automated and error-free data transfers between documents and external systems. Participants will be equipped to optimize business processes through enhanced workflow automation, thereby improving efficiency and accuracy in data management tasks.