Save to Google Drive
About this course
This course illustrates how to avoid losing documents or having to search for them by connecting your document workflows to Google Drive. You’ll be able to enhance security and compliance in your document processes by automating data storage for your organization.
By the end of this course, you'll be able to keep your documents safe by automatically storing them in specific Google Drive folders.
What will you learn?
Who is this course for?
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What our students say
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.
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.
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.
Archive documents with the Archive to Save to Google Drive Bot to save time
robotic process automation (RPA) has entered the market full-steam-ahead as a solution to repetitive, manual tasks. Over the last few years, it has helped thousands, if not hundreds of thousands of businesses get to the next level and achieve higher goals that they couldn’t achieve without it. Companies that manage to get into a position where they’re spending less time and resources to complete tasks, become more attractive to customers. RPA has brought on a new wave of market competitiveness. It’s not enough to just be the best in terms of quality. If your business isn’t efficient too, potential customers and clients will go elsewhere.RPA tools work through microprograms, called Bots. airSlate employs two types of them:
- Automation to configure specific processes and run them without human intervention.
- Integration to create routes that link airSlate with other platforms to ensure smooth data transfer.
The Save to Google Drive Bot falls into the integration category and enables users to archive documents directly to Google Drive once they are completed. The robotic microprogram frees up to several days of manual work when it’s set up correctly by eliminating the need to manually pull data from one source and push it to another; however, it requires no more than 10 minutes to configure.
Free up time with a Bot: automatically archive scanned documents and forms
airSlate is a unique RPA solution that integrates with many other platforms, including a large variety of cloud storage services. Use airSlate to streamline workflows and business processes, and archive documents to OneDrive, Google Drive, Dropbox, and/or Box. Having automatic, no-code integration with the most popular cloud storage services is a huge plus.
The Archive to Save to Google Drive Bot frees users from manually moving documents to and from different databases or forms and contracts. Once a user completes a form or adds scanned documents, the Bot automatically archives scanned documents and forms to the cloud. It works with all major file formats and even zip files. With airSlate, you no longer have to waste time uploading zip files to Google Drive.Aside from time-saving functionality and enhanced efficiency, the Archive to Save to Google Drive Bot has other benefits:
- Eliminates human-prone errors
- Reduces operational costs
- Improves data quality
- Enhances accuracy
- Boosts workflow consistency
Regardless of the industry, airSlate has proven to be a reliable resource in helping companies boost efficiency and transform manual and time-consuming tasks into smooth and well-organized processes with cinfigurable Bots, like the one mentioned here aimed at streamlining how you archive documents to your drive. It’s been used by thousands of companies, including Xerox, AMGEN, First Data and others for both internal and external purposes. For instance, an HR specialist can use it to save completed and signed job offers. Just the same, a teacher can route completed tests to a Google Drive folder.
Get FREE access to the #1 course covering how to archive documents to Google Drive with airSlate
airSlate was designed to be customer-centric in th sense that every users should have a great experience while using the product. Setting up airSlate Bots takes minutes rather than hours and configuring an entire workflow takes hours instead of days. However, if you’ve never dealt with RPA solutions before absorbing everything could be a little stressful. To soothe that, the airSlate Academy was launched!
There are courses for every aspect of working with the product, including a special course created just for archiving to Google Drive. The course contains detailed text instructions with visual elements on how to set up the Bot to archive documents. It even finishes up with a quiz to test your knowledge.Once you complete the course, you will have learned the following:
- How to link airSlate with your Google account.
- How to generate a new folder in Google Drive without a need to leave the Bot settings page.
- How to understand which document formats can be archived by airSlate.
- How to set conditions (General and Advanced), so that documents are saved automatically.
airSlate enables users to archive scanned documents and zip files. Institutions like healthcare centers, schools and universities, passport offices, and recruiting agencies can all benefit. Any company that stores and pulls data would benefit from airSlate automation.
airSlate Academy: the main takeaways
The course has been developed to quickly teach users how to configure the Archive to Save to Google Drive Bot. Before getting started with any Bot courses, take the Introduction to airSlate course. It provides easy step-by-step instructions for users to confidently take action and archive documents. By configuring just one microprogram, you can save time, minimize bottlenecks, improve productivity, and so much more. Use airSlate and the respective Bot to make business processes work for you!
Questions & answers
What is a Save to Google Drive Bot?
A Save to Google Drive Bot is a microprogram that allows users to receive notifications in Google Chat about actions taking place in their Drives. When turned on, it informs you about people sharing their own documents with you or requesting access to your files. To use this option, you first need to ask for permission to install the Bot from your Google Workspace admin. After that, find it in the Bot library and apply it to your Drive.
Does airSlate have a Drive Bot?
Yes, airSlate features Bots that integrate with your cloud storage accounts and provide smooth file routing to a specific folder. Based on the service you prefer, you can install the Save to Google Drive Bot or the Save to OneDrive Bot to auto transmit forms and reports from your workflows to the cloud once someone fills them out. You can find more information about airSlate’s Drive Bots and how you can easily set them up to archive documents in the cloud by taking a related course in the airSlate Academy. All courses are free but registering an account is a must.
What is the best way to archive scanned documents?
Automation is definitely the best way to archive scanned documents and store them in the folder you need without doing manual work. When using airSlate for streamlining your daily processes, you can add the Save to Google Drive Bot to your Flows so that it moves your forms to the cloud automatically each time someone completes them. Take advantage of the courses provided by the airSlate Academy to learn more about the Bot’s configuration and explore real use cases to improve your regular processes.
How do you archive documents with airSlate?
When using airSlate, you don’t need to copy or paste your forms to your Google Drive. The platform allows you to automate this process by implementing the Save to Google Drive Bot to your workflow. Once you install it and link your Google account(s), configuring the settings won’t take more than 10 minutes, however, it will save you hours or even days of work (and costs accordingly). Choose the document you want to pass to your storage when they’re completed and determine where exactly they should be placed.
Why should I archive documents?
The main reasons for archiving documents are for systematically storing them in one place and saving time when searching for them. When you keep your forms online in cloud storages like Google Drive, OneDrive, or Dropbox, you save space on your devices and can easily access your documents whenever you need, from anywhere.
How do you archive important documents in Google Drive?
Most people save their documents in Google Drive manually, simply dragging and dropping them to a selected cloud folder. However, professionals like HR managers, lawyers, accountants, and others deal with enormous amounts of documents daily, so saving each file manually is time demanding and inefficient. To avoid unnecessary manual work and save hours of work, try using airSlate and its Save to Google Drive Bot. If properly set up, it will auto-archive your documents (a single one or multiple files at a time) to a folder in your Google Drive every time someone completes them. The related airSlate Academy course provides you with use case examples and detailed instructions on how to use airSlate.
How can I archive multiple documents in Google Drive at a time?
Sure, with airSlate it’s possible to move forms to a specific folder in the cloud. To do so, simply select how many documents you’d like to move to the cloud when configuring the Save to Google Drive Bot. You’ll find a dropdown list of forms from your Flow. Select those you want to export and archive. If needed, you can also save them all in one .zip file.
What are the file formats airSlate allows to archive documents in?
When you attach the Save to Google Drive Bot to your workflow, you can choose an end format. By default, the Bot will save your forms as PDFs but you can also select .zip format if you need to compress them. Other file formats are not supported.
What are the benefits of using airSlate’s Drive Bot for archiving documents?
By using BPA technology for automating regular tasks, you can save hours of working time, reduce costs on these working hours, and minimize the number of errors caused by manual data input. With tools like airSlate, you can automatically archive important documents to specific folders in your Google Drive and arrange them by teams, events, etc., without missing a single file. Apply the Save to Google Drive Bot to your workflows and organize documents without constantly copying and pasting them manually.
How do I automatically set up a folder to archive my documents?
When you add the Save to Google Drive Bot to your workflow, you first need to link your Google account (you can connect one or multiple accounts). After you choose what forms in your Flow should be auto-saved to your Drive, you need to set the exact destination folder in your storage where your forms should be moved. You can either select an existing folder in your Google Drive (the tool will show them in a dropdown list) or create a new one by clicking the appropriate button. Type in the name for your folder. There’s also an option of auto-generating a folder name with a placeholder populated with data from specific form fields. For more instructions, register in the airSlate Academy and pass its free course dedicated to the Save to Google Drive Bot.