Extensis Portfolio Bot

Centralize, organize, and discover all your media assets with robust search functionality, automation, smart metadata, and more. Extensis portfolio.

Try automation, it’s free!

Centralize, organize, and discover all your media assets with robust search functionality, automation, smart metadata, and more. Extensis portfolio.

Try automation, it’s free!

Please note: Extensis Portfolio 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 Flows using 100+ no-code Bots currently available in airSlate.

AirSlate enables consumers to operate faster and more efficiently with a Workspace suitable for effective, digital collaboration

AirSlate enables consumers to operate faster and more efficiently with a Workspace suitable for effective, digital collaboration. Making use of Extension Portfolio Bot businesses of all sizes have been strengthening their information routing workflows. Give airSlate’s automation features a try and arrange raised ROI with extensive DPA instruments.

What the Extensis Portfolio Bot does

Use the automation Bot to create and sign documents online, generate approvals, and hit deadlines. When all of your documents and data are in one place, you can push and pull it from anywhere. Enjoy the most comprehensive document process automation Bot on the market.

When to use the Extensis Portfolio 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 Extensis Portfolio Bot. No coding required.

Step 1

Install and configure the Bot

Select the Extensis Portfolio Bot from the library of automation and integration Bots. Try searching by name or browsing the Bot categories. Add the Extensis Portfolio 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 Extensis Portfolio Bot will run. Conditions can be based on data, dates, names, and user roles. Once the Bot is enabled, run the Flow and observe the Extensis Portfolio Bot in action.

Install Extensis Portfolio Bot to automate your workflow

Try automation, it’s free!

Schedule a demo

How to use the Extensis Portfolio Bot

Along with airSlate, you could make custom, transparent workflows to help your teams cope with essential processes in a single integrated and safe Workspace. Our innovative no-code tools, like the Extension Portfolio Bot, will allow you to be far more beneficial and prevent mistakes when working remotely.Extensis portfolio.

Follow this training secrets and techniques to carry out document process automation in your current company and acquire far more from the things you already perform:

1. Register an account in airSlate. Extensis portfolio.
2. Build a Flow from scratch or observe the Flow catalog to select from the list of pre-built layouts.
3. Tap the Bot icon in the upper right-hand corner and choose the Extension Portfolio Bot from the catalog.
4. Read about it prior to clicking Install Bot. Extensis dam.
5. Set and indicate circumstances that’ll cause the Bot (Recipient/Date/Flow). Extensis dam.
6. Check out the configurations by pressing Set up.

Configure the Extension Portfolio Bot and gain from advanced business process automation (BPA) .Extensis portfolio. Get the most out of your time and work from a single secure Workspace.

Other Bots often used with the Extensis Portfolio Bot

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Pre-fill from Insycle Bot

Archive to DataMatch Enterprise Bot

Export to DataMatch Enterprise Bot

Extract from DataMatch Enterprise Bot

Pre-fill from DataMatch Enterprise Bot

Unlock much more possibilities for the organization with the Extension Portfolio Bot

Do you feel stressed by data and the by no means-stopping streams of jobs? Produce a wise shift leaving them to automation. Our cloud-dependent automation option functions dozens of Bots strong enough to manage practically any mundane data-large process typically done by human beings. Discover ways to set up and acquire the best from the Extension Portfolio Bot by using the following directions.

How to put together the Extension Portfolio Bot and systemize recurring and tedious commitments

Sign up a merchant account if you're a novice to airSlate, or log in to the existing one.
Create and personalize your Work environment. You may want to set up as numerous office-specific Workspaces since you need.
Go through the Passes tab about the left to produce an another one or join a pre-existing one.
Browse the large local library of pre-treated document layouts, produce one completely from scratch, or publish your own personal forms.
Modify content material making it fillable with the addition of wise career fields.
Create specific dependencies between career fields if you make them conditional.
Find the Extension Portfolio Bot from your local library and include it with your work-flow.
Configure the Bot and add the conditions that'll allow it to be take action based upon preset reasoning. Keep in mind that conditions may be connected to end user tasks, days and consistency and data.
Check out and add more Bots to systemize other regions of your own work-flow.
Commence the Circulation and look when the Bot has been enabled appropriately.

Now up to you. Improve your company's procedures with ease and employ the Extension Portfolio Bot together with other Bots to relieve everyday document program once and for all.