FactSet Research Management Bot

Factset’s research management solutions give you the tools to maximize the reach of your research. Factset research management.

Try automation, it’s free!

Factset’s research management solutions give you the tools to maximize the reach of your research. Factset research management.

Try automation, it’s free!
Please note: FactSet Research Management 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 methods necessary to establish an surrounding of visibility and answerability

AirSlate gives you the methods necessary to establish an surrounding of visibility and answerability. It’s Factset Research Management Bot allows users to design and automate the most advanced workflows. Using the right choice minimizes bottlenecks and manual tasks.
What the FactSet Research Management 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 FactSet Research Management 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 FactSet Research Management Bot. No coding required.

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

How to use the FactSet Research Management Bot

AirSlate is a unique workflow automation solution that integrates with a great number of programs and products, notably CRM, ERP and cloud storage systems via automation Bots. By making use of just the Factset Research Management Bot small businesses achieve instant qualitative developments; fewer issues, increased procedure transparency, and general top quality.Factset research management.

Give your own team anything they ought to have and build the Factset Research Management Bot:

  • 1. Create an airSlate Business Cloud account if you don’t have one and log in. Factset research management.
  • 2. Set up a Flow from scratch or view the Flow catalog to pick from the list of pre-built layouts.
  • 3. Go to the toolbar in the right-hand corner and select the Factset Research Management Bot. Factset cloud.
  • 4. To create causes, select Settings.
  • 5. Set up issues to induce the microprogram. Factset cloud.
  • 6. Finish by tapping Apply setup.

Configure the Factset Research Management Bot and make the most of advanced business process automation (BPA) .Factset research management. Get the most out of your time and work from a single secure Workspace.

Uncover more prospects for your personal business with the Factset Research Management Bot

Are you feeling overloaded by details along with the in no way-stopping streams of duties? Make a wise move and leave these people to automation. Our cloud-based automation solution capabilities many Crawlers powerful sufficient to handle virtually any mundane details-large task traditionally done by people. Learn how to set up and obtain the best from the Factset Research Management Bot by following the next recommendations.
How to set up the Factset Research Management Bot and improve repeated and monotonous obligations
  1. Sign-up a free account if you are a newcomer to airSlate, or log in for your current one particular.
  2. Generate and personalize your Workspace. You can set up several division-particular Workspaces as you need.
  3. Go through the Flows tab around the left to create a new one or join a preexisting one particular.
  4. Explore the substantial collection of pre-treated file templates, produce one particular from the beginning, or publish your own forms.
  5. Edit content material making it fillable by having wise fields.
  6. Generate particular dependencies in between fields simply by making them conditional.
  7. Choose the Factset Research Management Bot from the collection and combine it with your work-flow.
  8. Set up the Bot and add more the conditions that will make it work according to preset logic. Note that conditions may be related to user jobs, schedules and regularity and details.
  9. Look at and increase the Crawlers to improve other places of your own work-flow.
  10. Commence the Stream and view if the Bot continues to be empowered effectively.
Now up to you. Streamline your company's procedures effortlessly and employ the Factset Research Management Bot and also other Crawlers to alleviate daily file schedule permanently.
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