Email on Documents Completion
About this course
This course takes you through the most effective way to increase productivity and improve transparency within your most critical document workflows. You’ll learn how to save time and resources spent on tracking the status of documents and preventing missed deadlines.
By the end of this course, you'll be able to customize and automate email notifications once documents are completed and receive completed copies right in your inbox.
What will you learn?
Who is this course for?
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Prevent lost forms: how to create a Bot for notifications on documents completion in airSlate
At the present time, the average business produces an enormous amount of paperwork. Contracts, letters, purchase orders, invoices, client applications, and many more documents are created and shared every day. It’s no wonder that people often get tangled up in papers and simply forget about having received them or about the need to send them back after having completed them. How many times have you faced a situation when your colleagues or partners held up sending documents back to you after they filled them out and signed? You know they’ve received your draft by email but have they completed it or simply forgot about it in their pile of other files? And how much time do you usually spend reaching them and asking whether they’ve finished signing your sample and reminding them to email it back? Dealing with one issue doesn't take too long, but it becomes problematic and rather prolonged with dozens of forms. There’s a clear solution. A notification Bot embedded into your workflow will help you stay in the know about every aspect of what’s happening to your documents and where they’re at any given time.
What is a notification Bot and how does it help?
Bots (software robots or robotic software) are small programs built into applications and platforms for performing repetitive tasks and automating regular processes. Today, they are widely used over the internet to respond on social media, in e-commerce to respond to simple client requests or questions, or to send push notifications to make someone complete an action (e.g., to update the system on your device) or communicate some information (e.g., about a new message received). This last type of robotic tool represents the kind of notification Bot we’re covering in this short article and is widely used in workflow automation.
We all use different kinds of notification software when enabling alert messages in our email settings to stay informed about when our recipients get our mail in their inbox or when they open it. It’s very helpful to know that your message reached the recipient, especially when sharing important documents. But how can you be sure that a message is not only opened but filled out too? Standard email platforms’ settings don’t provide users with such an option. So, what’s the answer to how to make a Bot send you a push notification upon form completion?
How to create a Bot for notification in airSlate
airSlate provides users with ready-to-use robotic process automation tools for just about any business workflow, including the sending and receiving of automated alerts for email, SMS, Slack, Twitter, MS Teams, and Salesforce. A Flow can contain several Bots at the same time to help you track document progress. For example, you can install a notification Bot to be informed when your recipient opens an agreement you sent for approval. Also, you can add a postfinish notification Bot to receive a message once the agreement is completed and signed. If you want to get messages about a sent email and are looking for how to make a Bot send you a push notification, choose the Email on Documents Completion Bot and add it to your Flow.
This notification Bot helps users keep track of their forms. After being notified about a document’s completion, you can instantly proceed with the next steps of your Flow allowing you to run your workflow faster and more efficiently.
It’s very intuitive and easy to install, so the level of your technical skills doesn’t matter. Once you’ve added it from the list, you need to specify the emails where alerts should be sent. As a Flow owner, you can choose specific teammates to be notified of when a form is filled out.
If I set the airSlate Bot for form completion up correctly, will it email it to me upon completion?
Notifying you about a document’s completion is not the only thing the Bot offers. While configuring its settings, you can also select documents to attach to the email notification. This assures that you receive the documents you’re interested in staying up to date on.
It’s really easy to learn how to create a Bot for notification upon document completion if joining the airSlate Academy. There are many courses that cover how to properly set up notification Bots and explain how they work with common use cases. Take the Email on Documents Completion Bot course. Improve your workflows with airSlate!
Questions & answers
Bot is short for a robot. And in the framework of digital transformation, it’s a small robotized software that automates simple tasks within various programs and applications. Every Bot contains a pre-set script and algorithm for a certain type of task. For instance, you can add a customer service Bot to your website to answer customer questions or use a notification Bot that’ll inform you every time you get a new email, client application, or when a form is completed by a recipient.
A notification Bot is an RPA solution that automatically reports when a certain action is completed. For example, when your client fills out and signs a document, the notification Bot will instantly inform you. The notification Bot will instantly inform you about it. What that does is creates an environment that prevents forms from getting lost in workflows. If you want to know more about how to make a Bot send you a push notification when someone finishes a form, check the relevant course at the airSlate Academy.
Yes, airSlate provides users with different RPA tools for sending alerts. You can choose a notification Bot that’ll inform you via email when your parties open an agreement or complete it. There are also options to get messages in Slack or inform your Salesforce contact about changes made to your form. Check them in more detail by following the airSlate Academy courses that are dedicated to Bots.
With airSlate, the Bot setup doesn't take more than 10 minutes. On the Flow configuration page, simply click Add Bot and choose the Email on Documents Completion Bot from the list. To set it up, add emails for those you need to notify when your form is completed. Customize the text, if needed, attach the completed form, and add conditions for when your notification Bot should be triggered.
It depends on the purpose of the alert messages you’re looking for. Marketing notifications to visitors on your website require special settings. Mobile alert messages are typically easy to enable. If you’re looking for a solution for how to make a Bot send you a push notification regarding the completion of your documents, try using airSlate. Take the airSlate Academy courses that are completely free of charge and find out how to configure and utilize Bots for almost every kind of task.
If you’re working with Google forms, check out its Help Center and look for the appropriate add-on. If you’re looking for a Bot that sends notifications upon a form's completion in airSlate, then check out the airSlate Academy and pass the Email on Documents Completion Bot course. You’ll get detailed guidance on how to correctly set up your notification Bot and what additional conditions you need to apply to your workflow to make it work properly.
airSlate features no-code Bots that are ready to use and don’t require special technical competence. Some of them inform you when recipients open your document, others notify you when your forms are completed. If you want to keep track of when your document is completed, add the Email on Documents Completion Bot to your workflow. The configuration process is very simple and fast. You’ll never lose a form or miss deadlines again.
The price depends on the software you work with. With airSlate, there’s no need to pay to create a Bot because within your Workspace you have access to hundreds of different Integration and Automation Bots. Each subscription plan enables users to set up automated notifications upon a Slate’s opening or completion. Check the airSlate pricing page to see the entire list of features you get in each plan.
Take advantage of airSlate Academy’s free courses. They’re created for anyone who wants to learn about workflow automation. After passing its Fundamentals and Bots training, choose the course that takes you through the Email on Documents Completion Bot. It covers the tool’s typical use cases and how to correctly configure all settings to make the Bot send you a push notification once a form is filled out.
It depends on the settings you make when installing the notification Bot to your Flow. Once you’ve added your email for notification (or several emails if you want to notify additional parties) and customized the text for the message, pick the Documents to attach option. You can choose any form from your Flow or only a specific document. After you finish with the Advanced settings and conditions, the Bot will inform you about the Slate’s completion and email it to you.