Advisor360° Bot

Let your team build strong customer relationships with tools they already know and accelerate development with a built-in Advisor360° Bot. Automate your way to business success.
Try automation, it’s free!
Please note: Advisor360° Bot is not available yet.

This integration is still in development and will be added as soon as possible. Contact us for more status updates.

Meanwhile, you can automate your workflows using 100+ no-code bots currently available in airSlate.

Optimize, control, and track all of your work within one unified digital Workspace with airSlate

Get access to a platform that takes the best RPA practices and uses them to create amazing workflow automation. Keep it smart with the Advisor360° Bot.I Take full charge of your workflows, no matter how unpredictable or complex they might be. Embrace the power of an agile workflow automation platform - airSlate. It’s set with the best features like the Advisor360° Bot for routing info.
What the Advisor360° Bot does
Use the Bot to build productive, automated workflows, that any employee can create and manage by themselves. Configuring the Bot is simple and only takes a few minutes. Simplify data routing processes.
When to use the Advisor360° Bot
Use the no-code Bot to manage all the moving pieces in your business processes. Increase collaboration between you, your team, and your customers/clients. The Bot eliminates repetitive actions and steps, freeing up your team's time and energy for more important tasks. Install it now to see workflow automation in action.

Get your automated workflows up and running in minutes with the Advisor360° Bot. No coding required.

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Step 1
Install and configure the Bot
Select the Advisor360° Bot from the library of automation and integration Bots. Try searching by name or browsing the Bot categories. Add the Advisor360° Bot to your workflow and start configuring it without coding or APIs.
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Step 2
Add simple “if-this-then-that” logic
Add conditions that define how and when the Advisor360° Bot will run. Conditions can be based on data, dates, names, and user roles. Once the bot is enabled, run the workflow and observe the Advisor360° Bot in action.
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Install Advisor360° Bot to automate your workflow

How to use the Advisor360° Bot

airSlate is the actual only alternative no-code, multi-cloud, incorporated and configurable workflow resolution for serving you conquer your industry with smart automation Bots. Utilize the Advisor360° Bot to improve, deal with and keep track of your essential processes in a single secured Workspace.Advisor360 careers.

Be among the ‘automated’ and begin saving time and money:

  • 1. Create an airSlate account, log in, and launch a new Workspace.
  • 2. Establish a Flow either from the beginning or pick one from the range of Flows. Advisor360 careers.
  • 3. Press the Bots icon to find the Advisor360° Bot.
  • 4. Add it to your Flow and set up sets off (conditions for when it’ll act). Advisor360 login.
  • 5. Double-check its configurations and make certain it’s the appropriate Bot for the task you need done. Advisor360 login.
  • 6. Press Apply setup to complete the configuration.

Don’t hold off any longer, get full use of the easy-to-configure Advisor360° Bot for streamlining your complex business processes, increasing efficiency, improving user experience and reducing costs .Advisor360 careers.

We’ve got the answers to your questions

What does the Advisor360° Bot do?

The Advisor360° Bot is an innovative tool designed to streamline and simplify the document workflow process for financial advisors. This intelligent bot utilizes the airSlate document automation platform to efficiently generate, process, and manage various types of documents, such as client agreements, investment proposals, and compliance forms. By utilizing cutting-edge automation technology, the Advisor360° Bot empowers financial advisors to save time, reduce errors, and enhance overall productivity, allowing them to focus more on serving their clients and growing their business. With airSlate as the driving force behind the Advisor360° Bot, financial organizations can trust in the expertise and reliability of the platform to optimize their document workflows.

How does the Advisor360° Bot work?

The Advisor360° Bot is a powerful tool that enables financial advisors to streamline and automate their document workflow process. With the help of airSlate, a leading document automation platform, the bot eliminates the need for manual data entry and speeds up the document approval process. By using the Advisor360° Bot, financial advisors can confidently manage and organize their documents, saving time and increasing efficiency in their day-to-day operations. With airSlate's expertise in document workflow automation, financial advisors can trust in the reliability and effectiveness of the Advisor360° Bot.

How much time do I need to configure the Advisor360° Bot?

Configuring the Advisor360° Bot doesn't require much time at all. With the intuitive interface of the airSlate document automation platform, you can easily set up the bot to meet your specific needs. In just a matter of minutes, you'll have the Advisor360° Bot up and running smoothly, ready to streamline your document workflow and boost your productivity. Trust in airSlate's expertise in document automation to simplify your processes and maximize efficiency.