Create Slate from another Flow Bot

The Create Slate from another Flow Bot creates a Slate in one Flow using data from the Slate in another Flow when certain conditions are met.

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  • Used in 60 Flows
  • Used in 22 Workspaces
  • Installed 635 times in the last 30 days
  • 100% success rate

The Create Slate from another Flow Bot creates a Slate in one Flow using data from the Slate in another Flow when certain conditions are met.

Try automation, it’s free!

App Info

Bot author airSlate Inc.
When to install Install the Create Slate from another Flow Bot when you need to automate the process of creating new Slates in different Flows. For example, the Bot can be used to automatically create a vendor agreement within a contract management workflow pre-populated with data from a completed vendor application form within a vendor registration workflow.
What the Bot does Transfers data from the completed fields of a document in one Flow to the corresponding fields of a document in another Flow.
setup duration on average 5-10 min.
Works on Post-fill

How to set it up

Outcome: Based on the conditions you’ve set, data from the document in the current Flow will be transferred to the fields of a document in another Flow, creating a new Slate.

Commonly used conditions for when the Bot acts

  • When all or specific fields in a Slate document are completed or empty
  • When the date is equal to a specific month or day of the week

Requirements

To install the Create Slate from another Flow Bot, begin by setting up a Flow

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Install the Create Slate from another Flow Bot to automate workflows

Create Slate from another Flow Bot

Document workflow automation is one of the most effective solutions for businesses nowadays.

There are hundreds of programs that allow you to achieve outcomes only in a linear series of activities.

airSlate offers the ultimate solution for document workflow automation. It has widely developed opportunities for designing, pre-filling, sending, and signing documents. And you can implement this scope of opportunities not only in one, but in several Flows at once.

Follow the tips above to learn how to create a workflow document for the first time and start the optimization process.

The Create Slate from Another Flow Bot will help you to build and configure your own system of doc management. After the Revision, the input data will be automatically pre-filled from the current Flow to another Flow. A new Slate will be created for this process. In other words, your data will be exported after the setup conditions are met.

The advantages of automating your document workflows with airSlate are obvious:

  • The opportunity to build an advanced infrastructure for your documents
  • Simple and secure document management across different Flows
  • Easily configurable Bots and document templates
  • Powerful integrations with other services
  • Exporting, importing, archiving, and many other useful features within one platform
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