Handshake Bot

Document workflow automation tailors the sales team’s follow-up, leading to better sales outcomes. Collaborate better and work smarter with a no-code Handshake Bot.
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Please note: Handshake 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 is an alternative platform that connects people and their business processes via RPA and DPA tools

AirSlate is an alternative platform that connects people and their business processes via RPA and DPA tools. Its powerful automation Bots, like the Handshake Bot, involves teams and makes them more collaborative, and more on top of their job. Try it yourself.
What the Handshake 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 Handshake 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 Handshake Bot. No coding required.

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

How to use the Handshake Bot

AirSlate is the particular only alternative no-code, multi-cloud, built-in and configurable workflow solution for supporting you overcome your industry with intelligent automation Bots. Make use of the Handshake Bot to optimize, handle and monitor your vital operations in a single protected Workspace.Handshake vcu.

Take advantage of the guidelines directly below to set up the Bot with no headache:

  • 1. Enter your account and select a Workplace from the list.
  • 2. Start a Flow with a new Document Flow or use a ready-made layout.
  • 3. Go to the toolbar in the right-hand corner and select the Handshake Bot. Handshake vcu.
  • 4. Read about it just before clicking Install Bot.
  • 5. Learn what to do if the Bot fails (Proceed with Revision or Block Revision). Vcu handshake.
  • 6. Click Apply set-up to finish and test it. Vcu handshake.

Align goals, set up the Handshake Bot and easily manage deadlines to keep your teammates on the same page .Handshake vcu.

Discover much more possibilities for your company using the Handshake Bot

Do you feel stressed by info and the never ever-stopping channels of tasks? Come up with a wise transfer and then leave these to automation. Our cloud-dependent automation solution functions many Crawlers strong ample to deal with practically any mundane info-large job traditionally done by humans. Discover ways to put in place and have the most out of the Handshake Bot following these directions.
How to set up the Handshake Bot and speed up recurring and monotonous commitments
  1. Create an account if you're a newcomer to airSlate, or sign in to the pre-existing one particular.
  2. Make and customize your Work environment. You may want to put in place several department-certain Workspaces that you need.
  3. Select the Runs tab around the still left to create a different one or become a member of a pre-existing one particular.
  4. Look at vast catalog of remanufactured record layouts, generate one particular completely from scratch, or post your very own kinds.
  5. Revise information and make it fillable by adding wise areas.
  6. Make certain dependencies between areas through making them conditional.
  7. Find the Handshake Bot in the catalog and combine it with your workflow.
  8. Set up the Bot and add more the conditions that will help it become respond based on pre-programmed logic. Remember that conditions could be related to customer roles, schedules and consistency and info.
  9. Check out and increase the Crawlers to speed up other places of the workflow.
  10. Start the Stream and view when the Bot continues to be enabled properly.
Now onto you. Streamline your company's procedures easily and employ the Handshake Bot together with other Crawlers to alleviate daily record program permanently.
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We’ve got the answers to your questions

What does the Handshake Bot do?

The Handshake Bot is a feature of the airSlate document automation platform that facilitates the process of introducing two parties to each other. This bot creates a connection between individuals by sending personalized messages and gathering necessary information to kickstart a productive collaboration. It eliminates the need for manual communication and ensures a smooth handshake experience, allowing users to focus on building relationships and achieving their business goals. With airSlate's Handshake Bot, you can effortlessly foster connections and streamline your workflow like never before.

How does the Handshake Bot work?

The Handshake Bot is a powerful tool that operates within the airSlate document automation platform, designed to streamline and optimize your workflow. It works by automating time-consuming tasks and simplifying complex processes, allowing you to focus on more important aspects of your work. With its intuitive interface and advanced features, the Handshake Bot ensures smooth collaboration, efficient document exchange, and enhanced productivity. By utilizing airSlate's solution, you can revolutionize the way you handle and manage your documents, saving time, reducing errors, and improving overall efficiency.

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

No, you do not need to code to set up the Handshake Bot on airSlate's document automation platform. The Handshake Bot allows you to automate the process of sending and receiving information between different apps and systems. With airSlate's user-friendly interface, you can easily configure the Handshake Bot to integrate with your existing workflows without any coding knowledge required. Simply follow the step-by-step instructions provided and start streamlining your document workflow today.

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

Configuring the Handshake Bot using the airSlate document automation platform is a straightforward process that doesn't require a significant amount of time. On average, it typically takes around 30 minutes to set up and customize the bot according to your specific requirements. During this time, you can easily configure the bot's actions, conditions, and triggers to ensure seamless automation of your document workflow. With airSlate's user-friendly interface and expert support, you'll have everything you need to configure the Handshake Bot efficiently and effectively.