Post-finish Document Bot

The Post-finish Document Bot automatically transfers data between document fields within a Slate. This Bot can be used to populate specific document fields with information from documents in the same Slate. Once a Slate has been completed, information from the original document will be exported to another document.

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  • Used in 31 Flows
  • Used in 35 Workspaces
  • Installed 351 times in the last 30 days
  • 100% success rate

The Post-finish Document Bot automatically transfers data between document fields within a Slate. This Bot can be used to populate specific document fields with information from documents in the same Slate. Once a Slate has been completed, information from the original document will be exported to another document.

Try automation, it’s free!

App Info

Bot author airSlate Inc.
When to install Install the Post-finish Document Bot to easily export filled data from one document to another in the same Slate
What the Bot does Transfers data from one document’s fields to the specified fields of another document in the same Slate
Setup duration On average 5-10 min.
Works on Post-fill

How to set it up

Outcome: Once selected fillable fields in one document have been filled out, the information from this document will be exported to the other document in the same Slate.

Commonly used conditions when the Bot acts

  • When all or specific fields in a document are completed or empty
  • When a specific Slate Revision is created

Requirements

To install the Post-finish Document Bot, begin by setting up a Flow

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Flows most commonly used with this Bot

Install the Post-finish Document Bot to automate workflows

Set the Bot to automatically update a document retriever

Workflow automation is rapidly gaining momentum around the world. This momentum is spanning companies and organizations as more and more end-to-end solutions are making customers happy by getting them ahead of their competition.

airSlate is a complete platform for managing and streamlining internal workflows. It’s team collaboration features demonstrate the many advantages gained from automating workflows for teams in a single workspace. For instance, let's say your organization launches a survey for 300 employees. Upon completion, it could take up to several days to manually process the results, using traditional methods. And beyond that, there is the risk of inaccuracies. Luckily, airSlate’s Post-finish Document Bot enables you to transfer data between documents. Once an employee closes a completed form, data from its fields are pulled and saved into a final data file.

To activate the Bot, take 5 minutes of your time to set special conditions and triggers. This requires little effort and you’ll only have to set it up once. Doing so will reward you with savings on costs of labor and help you reduce manual effort, both of which will compound over time. The Bot will automatically update the document retriever and you get to work with the finalized data, which the Bot has already organized to your preferences.

Consider the valuable benefits airSlate can offer your working routines Replaces manual labor Reduces operating costs Boosts productivity Eliminates human error Improves accuracy

Bots are able to seamlessly transfer data between documents due to their design for enhancing the efficiency of workflows for HR, Finance, Accounting, Customer Service, Sales, Communications, and other departments. However, software robots are equally operational and useful externally. They eliminate bottlenecks that impaire productivity and redline contracts while eliciting sustainable growth and reliable business performances.

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