Close Bot

Document workflow automation tailors the sales team’s follow-up, leading to better sales outcomes. Collaborate better and work smarter with a no-code Close Bot.
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Please note: Close 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.

AirSlate empowers consumers to operate faster and more efficiently with a Workspace developed for powerful, electronic collaboration

AirSlate empowers consumers to operate faster and more efficiently with a Workspace developed for powerful, electronic collaboration. Utilizing the Close Bot companies of all sizes have been improving their info routing workflows. Give airSlate’s automation features a try and align increased ROI with comprehensive DPA tools.
What the Close Bot does
Use the Bot to supercharge your workflow automation experience. It speeds up in-team collaboration across all departments. It takes just a few minutes to set the Bot up and integrate it into your existing system without a single line of code.
When to use the Close 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 Close Bot. No coding required.

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Step 1
Install and configure the Bot
Select the Close Bot from the library of automation and integration Bots. Try searching by name or browsing the Bot categories. Add the Close 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 Close 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 Close Bot in action.
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Install Close Bot to automate your workflow

How to use the Close Bot

AirSlate is a robust workflow automation software program that increases business processes by utilizing configurable microprograms, named automation Bots. They, together with Close Bot increase effectivity, improve turnaround, lower human errors, boost high quality and compliance, save expenditures and release time for employees to concentrate on creative, more useful projects.Closebot.

Give your current team anything they deserve and build the Close Bot:

  • 1. Log in to your secured airSlate Workspace or add the new one.
  • 2. Set up a Flow and generate a new file. Closebot.
  • 3. Import documents and configure the Close Bot.
  • 4. Next, select Settings and define both General and Advanced. Close bot.
  • 5. Add sets off, advanced adjustments, and join with an external database if required.
  • 6. Select conditions and press Apply setup. Close bot.

The Close Bot is fast and easy to configure and delivers you a powerful upper hand when it comes to automating your company’s most problematic workflows in a single Workspace .Closebot.

How to set up and implement Close Bot into your work-flow

No-code automation shows a brand-new technique in business approach administration. Now, any business, irrespective of size and business, can take away the most repetitive and management tasks. Reduce fees, save your time, and increase output. Dispose of the superstition that you desire a lot of money or years of programming experience to systemize operations. With airSlate, almost everything is much simpler. The all-in-one particular platform permits you to carry out any work-flow while Bots take control manual responsibilities. Take advantage of operations that run live without the need of man involvement and truly feel assured being aware of paperwork and documents are increasingly being directed between methods and consumers 24 / 7.
See how simple it is to use the Close Bot and implement it into your Stream hassle-free:
  1. Sign in for your profile. In the event you don't have one particular but, sign-up one particular.
  2. Start off configuring your Stream or create a replacement.
  3. Proceed to the Bots area and choose the Close Bot in the dropdown list.
  4. Chart out areas and modify the options for your objectives.
  5. Establish setup situations to specify when you want the Bot to act.
  6. Take advantage of Superior options to cover distinct requirements without the need of implementing more equipment and options.
  7. Just click Utilize installation and go to the exam manage.
  8. Develop a Flow and deliver your Stream.
Furthermore, you may track the path for any file in clicks. Check out your Stream options and look the Bots log to ensure that your Close Bot is working. airSlate offers each and every Stream with obvious administration, so you can ensure that is stays up-to-date without the need of innovative skills in RPA modern technology. If you're ready to improve the whole construction of the enterprise, airSlate can be a wise choice. Get going nowadays!
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We’ve got the answers to your questions

What does the Close Bot do?

The Close Bot is a powerful tool within the airSlate document automation platform that streamlines and simplifies the closing process. It enables users to automate repetitive tasks, such as creating and sending out closing documents, collecting signatures, and archiving completed documents. With the Close Bot, you can save valuable time and effort, ensuring a more efficient and error-free closing process. Partnering with airSlate, your organization can leverage the expertise and benefits of document workflow automation to enhance productivity and maximize success.

How does the Close Bot work?

The Close Bot is a key feature of the airSlate document automation platform, designed to streamline your document workflow and make the closing process more efficient. With the Close Bot, you can automate repetitive tasks, such as generating documents, collecting signatures, and sending reminders. This innovative solution simplifies the closing process, allowing you to focus on more important tasks and ultimately improve your overall productivity. airSlate's expertise in document automation ensures that your closing process is smooth, efficient, and hassle-free.

Do I need to code for setting up the Close Bot?

Yes, you will need to code in order to set up the Close Bot on the airSlate platform. However, don't worry! The coding required is straightforward and our platform provides all the resources and support you need to make the process smooth and efficient. By coding with airSlate, you'll be able to easily automate your document workflows and save valuable time and resources for your organization. So, let's get started and unlock the full potential of the Close Bot with airSlate!

How much time do I need to configure the Close Bot?

To configure the Close Bot on the airSlate document automation platform, you will need approximately 30-45 minutes. This timeframe allows you to set up the bot efficiently and ensure that it meets your specific requirements. The Close Bot is designed to streamline your document workflow and facilitate seamless closing processes. With airSlate's user-friendly interface and comprehensive support, you can confidently configure the Close Bot and optimize your organization's document management.