Create slate bot

The Create Slate Bot creates a new Slate when certain conditions are met.

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  • Used in 73 Flows
  • Used in 28 Workspaces
  • Installed 318 times in the last 30 days
  • 99% success rate

The Create Slate Bot creates a new Slate when certain conditions are met.

Try automation, it’s free!

App Info

Bot author airSlate Inc.
When to install Install the Create Slate Bot when you need to automate the process of creating new Slates. For example, the Bot can be used to automatically create a sales proposal once a sales form has been completed by a customer.
What the Bot does Creates a new Slate within a single Flow.
setup duration on average 5-10 min.
Works on Pre-fill

How to set it up

Step 1
Start by configuring a Flow: add documents or forms, create roles and set access permissions before adding the Create Slate Bot
Step 2
Define how often a Slate will be created
Step 3
Check the box if you’d like the Flow admin to be notified every time a Slate is created
Step 4
Set conditions for when a Slate will be automatically created
Note: The condition displayed indicates that the Bot will be triggered on the specified day of the week.

Outcome: Based on the conditions you’ve set, a new Slate will be automatically created in a Flow.

Commonly used conditions for when the Bot acts

  • When the date is equal to a specific month or day of the week

Requirements

To install the Create slate bot, begin by setting up a Flow

Try automation, it’s free!

Reviews

People are able to complete quite complex and detailed forms online within minutes... The need to pass paper around has well and truly disappeared!
Mark Mc Nichol
in at the deep end/IATDE
...airSlate is saving us time and money. The team can pay more attention to the client experience and spend less time worrying about missing a step of the enrollment process.
Brian Del Terzo
Your Credit Life
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Install the Create slate bot to automate workflows

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airSlate’s document workflow automation system Bot and its benefits

Document workflow automation is the latest and most advanced tool for digitizing and streamlining business processes. It gives users many diverse options for efficient application and leads to significant time and cost savings. With the help of configurable Bots, users can easily eliminate manual repetitive tasks improving the entire business process.

Imagine you have to submit a yearly report to your supervisor. You can configure a Bot that will create a new form automatically. This will give you the opportunity to focus more on content, rather than on design. For your convenience, you can set the condition for when the Bot will act. Set other Bots to automate your entire workflow. There is no need to create a document flow or separate documents manually. airSlate does all of that for you.

Configuration of this Bot will lead to the following advantages:

  • Cost savings
  • Improved efficiency
  • Enhanced consistency
  • Reduced form cycle time
  • Less human errors

You can apply this Bot in Accounting, HR, PR, or any other department in your organization that handles forms on a regular basis. You can also use it externally for cooperation with customers and partners. As a robust and full-featured document management and workflow automation platform, airSlate will help your business growth and customer retention.

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