Extract from sales-i Bot

This guide will show you how to see calls that you have previously archived. Intapp time user guide. Autopilot is an offline feature for your sales-i app, designed to help simplify your daily call preparation and notes.. Smartadvocate.

Try automation, it’s free!

This guide will show you how to see calls that you have previously archived. Intapp time user guide. Autopilot is an offline feature for your sales-i app, designed to help simplify your daily call preparation and notes.. Smartadvocate.

Try automation, it’s free!
Please note: Extract from sales-i 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 gives you the instruments required to create an surrounding of visibility and responsibility

AirSlate gives you the instruments required to create an surrounding of visibility and responsibility. It’s Extract from sales-i Bot allows users to design and automate the most complicated workflows. Utilizing the appropriate answer reduces bottlenecks and manual responsibilities.
What the Extract from sales-i 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 Extract from sales-i 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 methods 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 Extract from sales-i Bot. No coding required.

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

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How to use the Extract from sales-i Bot

AirSlate is the particular only holistic no-code, multi-cloud, incorporated and configurable workflow alternative for assisting you overcome your business with intelligent automation Bots. Make use of the Extract from sales-i Bot to boost, take care of and keep track of your critical processes in a single protected Workspace.Intapp time user guide.

Preserve all sorts of things simple by following the fast step-by-step guide:

  • 1. Create an airSlate account, log in, and launch a new Workspace. Intapp time user guide.
  • 2. Establish a Flow and generate a new document.
  • 3. Go to the toolbar in the right-hand corner and select the Extract from sales-i Bot.
  • 4. Read about it just before clicking Install Bot. Smartadvocate.
  • 5. Set up circumstances to activate the microprogram.
  • 6. Verify the configurations by pressing Set up. Smartadvocate.

The Extract from sales-i Bot is fast and easy to arrange and allows you a powerful upper hand when it comes to automating your company’s most complicated .Intapp time user guide. Workflows in a single Workspace.

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How to set up and put into practice Extract from sales-i Bot into your work-flow

No-program code automation represents a new technique in operation approach administration. Now, any company, irrespective of sizing and industry, can eliminate the most repetitive and management duties. Reduce expenses, save your time, and boost productiveness. Get rid of the superstition that you need a fortune or numerous years of development encounter to automate operations. With airSlate, every thing is much easier. The all-in-one foundation enables you to carry out any work-flow, although Bots take control of manual tasks. Take advantage of operations that run in real time without the need of individual treatment and sense comfortable realizing paperwork and records are being directed involving solutions and end users around the clock.
Find out how simple it is to apply the Extract from sales-i Bot and put into practice it into your Flow hassle-free:
  1. Log on to the profile. In the event you don't have one nevertheless, create an account one.
  2. Start off configuring your Flow or produce a completely new one.
  3. Check out the Bots segment and judge the Extract from sales-i Bot in the dropdown collection.
  4. Map out areas and customize the options to the targets.
  5. Determine rendering conditions to stipulate if you want the Bot to behave.
  6. Take advantage of Superior options to pay for specific requirements without the need of using added instruments and options.
  7. Simply click Use installation and go on to the test work.
  8. Develop a Flow and distribute your Flow.
Moreover, you may track the route for any record in mouse clicks. Take a look at your Flow options and view the Bots log to be sure that your Extract from sales-i Bot is operating. airSlate gives each and every Flow with obvious administration, in order to ensure that is stays up-to-date without the need of superior abilities in RPA technologies. If you're able to enhance the overall framework of your own company, airSlate is really a wise option. Begin right now!
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