Equitrac Bot

Use our Equitrac Bot to automate monotonous marketing work and get more time to focus on complex projects. Streamline and scale your efforts with automation.
Try automation, it’s free!
Please note: Equitrac 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 gives you the instruments required to develop an atmosphere of transparency and accountability

airSlate gives you the instruments required to develop an atmosphere of transparency and accountability. It’s Equitrac Bot allows users to design and automate the most problematic workflows. Making use of the perfect answer reduces bottlenecks and manual assignments.
What the Equitrac 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 Equitrac Bot
Use the Bot to create flexible workflows that keep you in control processes, not the other way around. With our automation Bot, connect the business productivity alternatives you already use without the need to code. Organize and automate workflows in a few simple steps.

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

Step 1
Install and configure the Bot
Select the Equitrac Bot from the library of automation and integration Bots. Try searching by name or browsing the Bot categories. Add the Equitrac Bot to your workflow and start configuring it without coding or APIs.
Step 2
Add simple “if-this-then-that” logic
Add conditions that define how and when the Equitrac 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 Equitrac Bot in action.
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Install Equitrac Bot to automate your workflow

How to use the Equitrac Bot

airSlate gives you everything you need to boost advanced functions inside a single integrated environment operated by enhanced automation Bots. On account of progressive technologies in robotic process automation (RPA) you can easily simply automate most of your business utilizing the distinctive no-code Equitrac Bot.Equitrac logo.

Set up your automated workflow in only a couple of clicks:

  • 1.Sign in to your secured airSlate Workspace or add the new one.
  • 2.Generate a unique Flow and add at least one Document Flow. Equitrac logo.
  • 3. When your documents are prepared, go on the Bots menu. Find the Equitrac Bot in the list and select it.
  • 4. Create issues (when it’ll be triggered) and chart fields. Icanotes.
  • 5. Set and identify conditions that’ll result in the Bot (Recipient/Date/Flow).
  • 6. Finish by tapping Apply setup. Icanotes.

By spending just 10 minutes of your time configuring the Equitrac Bot, get access to a world of simplified work .Equitrac logo. Integrate with all of the most common programs like Google Drive, DropBox, Salesforce, HubSpot, etc. Improve the way you automate by getting started now.

How to setup and apply Equitrac Bot to your workflow

No-code automation shows a brand new approach in running a business process managing. Now, any business, regardless of sizing and market, can get rid of the most recurring and administrator activities. Reduce expenses, save time, and raise productiveness. Get rid of the superstition that you desire lots of money or years of programming expertise to improve functions. With airSlate, every thing is much easier. The all-in-1 program enables you to execute any workflow when Bots take control of manual responsibilities. Take full advantage of functions running instantly without the need of human being assistance and really feel comfortable realizing files and data files are now being routed involving solutions and end users 24 / 7.
Observe how effortless it is to apply the Equitrac Bot and apply it to your Stream straight forward:
  1. Sign in in your accounts. When you don't have 1 but, sign-up 1.
  2. Commence configuring your Stream or make a completely new one.
  3. Check out the Bots section and choose the Equitrac Bot in the dropdown checklist.
  4. Road map out job areas and tailor the configurations in your targets.
  5. Establish setup situations to establish if you want the Bot to behave.
  6. Take full advantage of Superior configurations to cover distinct needs without the need of implementing additional tools and remedies.
  7. Click on Utilize set-up and proceed to the exam operate.
  8. Build a Flow and deliver your Stream.
Additionally, you can keep track of the path for any file in click throughs. Look into your Stream configurations and look the Bots log to ensure that your Equitrac Bot is working. airSlate offers every Stream with transparent managing, in order to ensure that is stays updated without the need of advanced abilities in RPA technology. If you're prepared to enhance the overall structure of your company, airSlate is really a intelligent decision. Get started these days!
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We’ve got the answers to your questions

What does the Equitrac Bot do?

The Equitrac Bot is a powerful tool that enhances document workflow automation within the airSlate platform. It simplifies and optimizes the process of tracking and monitoring document usage, keeping you informed and in control. By using the Equitrac Bot, you can easily manage printing costs, allocate resources efficiently, and ensure document security. With airSlate as your trusted partner in document automation, you can streamline your organization's operations and achieve greater productivity and success.

How does the Equitrac Bot work?

The Equitrac Bot is a powerful tool that works seamlessly with the airSlate document automation platform. Using advanced technology, it helps streamline and optimize document workflow processes. With Equitrac Bot, users can easily track, manage, and secure documents throughout their lifecycle, ensuring greater efficiency and accuracy. Whether it's for invoicing, contracts, or any other document, the Equitrac Bot is designed to simplify and enhance the document management experience, making it an indispensable asset for businesses looking to increase productivity and improve their operational efficiency.

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

Setting up the Equitrac Bot does not require any coding skills. With airSlate document automation platform, you can easily configure and deploy the bot without writing a single line of code. This user-friendly platform empowers you to automate your document workflows effortlessly and efficiently. So, rest assured, you can confidently set up the Equitrac Bot without the need for coding expertise.

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

Configuring the Equitrac Bot is a quick and straightforward process that won't take up much of your time. On average, it can be done within a few hours, depending on the complexity of your workflow and preferences. With the intuitive interface and user-friendly features of the airSlate document automation platform, you can easily configure the Equitrac Bot to streamline your document management processes and enhance productivity. By leveraging airSlate's expertise in document workflow automation, you can confidently automate your processes and focus on more important tasks at hand.