Developed by
airSlate Inc.
Setup duration 5-10 min.
What the Make Calculations in Documents does
The Bot completes calculations in your document’s number or date fields based on the ‘if-this-then-that’ conditions you set.
When to use the Make Calculations in Documents
Install and configure the Bot to automatically calculate any formula and insert the result in your sales invoices, reports, and budget approvals.
Export Custom Values to Make Calculations in Documents
Get your automated workflows up and running in minutes. No coding required.
Configure Bot settings
Enter the formula you need and select the number field where the calculation result should go. Use the basic arithmetic symbols to perform addition, subtraction, division, and multiplication. Add several formulas if your business process requires them
Note: To install and configure Bots, start by creating a workflow.
Add conditions for when the Bot will act
Define what will trigger the Bot to act. These can be a specific date, document data, user roles, email, or name. E.g., tell the Bot to make calculations as soon as your document has been revised for the first time.
Get your formulas calculated automatically
Once the Bot is configured, share your document with anyone who needs to sign and complete it. Based on the conditions you’ve set, the field you’ve specified will be populated with the formula’s calculation results.
Try pre-built workflows to experience the Make Calculations in Documents in action
Budget Approval
The Budget Approval Flow is used by Accounting and Finance Departments to automate and speed up the approval processes for funding company initiatives.
Learn more
Marketing Campaign
A Marketing Campaign Flow is used by Marketing departments to automate reviews and approvals of new marketing campaigns.
Learn more
Expense Approval
The Expense Approval Flow is used by accounting and finance departments to automate the internal submission of expense reporting.
Learn more
Item Purchase Order
Accounting and finance departments use the Item Purchase Order Flow to automate the process of creating and approving purchase orders for various items.
Learn more
Automatically Calculate Fields with the Calculate Fields Formulas Bot
Completing basic arithmetic like adding, subtracting, multiplying and dividing.
Counting the difference between two dates (in days).
Creating deadlines and due dates based on fixed or flexible terms.
The Make Calculations in Documents Bot transforms your working processes from a slow repetitive task, to well oiled fully automated operation, e.g., streamline contract negotiation by calculating numbers and dates much quicker.
Managers often underestimate the importance of automating simple tasks and do not realize how much time is spent weekly or monthly on mundane processes that a Bot can do faster and cheaper than a human. Improving routine processes leads to more time devoted to communicating with customers, and executing contracts.
Other Bots often used with the Make Calculations in Documents
Configure programmed operations in a few simple actions
Customize general settings
Determine exactly what your Make Calculations in Documents should do. Complete all the required fields to make sure about the right completion of operations.
Take note: the ability to choose Bots appears after starting a new Flow and importing a document.
Indicate Bot activation circumstances
Figure out conditions when your Bot must activate. Set up rules and connect activation circumstances with steps in documents and dates, or user details.
Customize Advanced settings
Utilize this part to choose additional settings and simplify the locating of real information like block changes if something works incorrectly, etc., or keep the default parameters.
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