Extract from Advisor360° Bot

Greater Boston · Data Architect · Advisor360°Data Architect at Advisor360. Northborough, Massachusetts, United States · Developer · Advisor360°Developer at Advisor360°.manually processed by extracting data from multiple sources and building a.

Try automation, it’s free!

Greater Boston · Data Architect · Advisor360°Data Architect at Advisor360. Northborough, Massachusetts, United States · Developer · Advisor360°Developer at Advisor360°.manually processed by extracting data from multiple sources and building a.

Try automation, it’s free!
Please note: Extract from 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 Flows using 100+ no-code Bots currently available in airSlate.

Optimize, manage, and observe 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 highly effective workflow automation. Keep it smart with the Extract from Advisor360° Bot.I Take full control of your workflows, no matter how unpredictable or complex they might be. Embrace the power of an agile workflow automation platform - airSlate. It’s loaded with the best features like the Extract from Advisor360° Bot for routing info.
What the Extract from Advisor360° 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 Extract from Advisor360° Bot
Use the Bot to automate workflows, even the most complex ones. With airSlate, a powerful workflow automation platform, eliminate tedious tasks, freeing employees to focus on higher-value work. Business process automation tools are a great way to show your team that your company is moving in the right direction.

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

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Step 1
Install and configure the Bot
Select the Extract from Advisor360° Bot from the library of automation and integration Bots. Try searching by name or browsing the Bot categories. Add the Extract from 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 Extract from Advisor360° 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 Extract from Advisor360° Bot in action.
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Install Extract from Advisor360° Bot to automate your workflow

How to use the Extract from Advisor360° Bot

Take advantage of business process automation (BPA) with airSlate, an all-in-one program designed to rise a organization's efficiency in a single Workspace. The easy-to-configure Extract from Advisor360° Bot alters the dependence on a human to complete dull procedures, reduces data entry faults, and is competent at transferring large quantities of facts in a click.

Overview our tutorial on the right way to get the company arrange with BPA:

  • 1. Register an account in airSlate or log in if you already have one.
  • 2. Create a Workspace, a Flow, and then upload documents to it (create your own or choose some from the Forms library).
  • 3. Open the listing of Automation Bots and scroll down to find the Extract from Advisor360° Bot. You can also type its name in the search field.
  • 4. Define problems for when you want the Bot to act.
  • 5. Map fields and make sure you’ve defined what to do if the Bot fails (Proceed with Revision or Block Revision).
  • 6. Hit the Apply setup button and set up the next Bot if needed.

Installing the Extract from Advisor360° Bot process takes less than a minute. airSlate doesn’t require you to install any additional software or present hidden fees. Everything is straightforward, easy-to-understand and built to make your team operate easier.