Planful Bot
Utilizing your Planful Bot functionalities, automated operations are recognized for executing tasks in a more efficient manner compared to manual operations. Planful academy.Eliminate manual interference in enterprise resource planning.. Planful logo.
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Please note: Planful 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.Optimize, manage, and track all of your work within one unified digital Workspace with airSlate
Optimize, manage, and track 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 Playful Bot.I Take full control over 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 Playful Bot for routing information.
What the Planful 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 Planful 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 Planful Bot. No coding required.
Step 1
Install and configure the Bot
Select the Planful Bot from the library of automation and integration Bots. Try searching by name or browsing the Bot categories. Add the Planful 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 Planful 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 Planful Bot in action.
Install Planful Bot to automate your workflow
How to use the Planful Bot
AirSlate is the actual only holistic no-code, multi-cloud, integrated and configurable workflow alternative for assisting you overcome your industry with smart automation Bots. Use the Playful Bot to boost, handle and track your significant processes in a single secured Workspace.Planful academy.
Preserve all the things simple by following our quick step-by-step instruction:
- 1. Generate an airSlate Business Cloud account if you don’t have one and log in.
- 2. Produce a new Flow and add at least one Document Flow. Planful academy.
- 3. Click on Bots and select the Playful Bot from the selection. Planful logo.
- 4. Select Settings →General/Advanced to configure it.
- 5. Set up circumstances to trigger the microprogram.
- 6. Click Apply set up when done. Planful logo.
By spending just 10 minutes of your time configuring the Playful Bot, get access to a world of simplified work .Planful academy. Integrate with all the most favorite tools like Google Drive, Dropbox, Salesforce, HubSpot, etc. Improve the way you automate by getting started now.
Other Bots often used with the Planful Bot
How to create and put into practice Playful Bot into your workflow
No-program code automation symbolizes a whole new method running a business method control. Now, any company, regardless of sizing and industry, can remove the most repeated and management duties. Decrease fees, save time, and boost efficiency. Discard the superstition that you need lots of money or many years of programming practical experience to speed up procedures. With airSlate, every thing is much simpler. The all-in-one particular foundation lets you execute any workflow whilst Crawlers take over manual duties. Benefit from procedures running live without the need of human treatment and really feel assured being aware of paperwork and files are now being directed involving systems and users 24 hours a day.
Find out how simple it is to apply the Playful Bot and put into practice it into your Flow hassle-free:
- Sign in for your bank account. In the event you don't have one particular however, register one particular.
- Commence configuring your Flow or create a fresh one.
- Go to the Crawlers portion and judge the Playful Bot from the dropdown checklist.
- Road map out job areas and modify the configurations for your objectives.
- Establish execution problems to establish when you need the Bot to behave.
- Benefit from Advanced configurations to pay distinct specifications without the need of implementing added instruments and remedies.
- Simply click Use set-up and proceed to the test run.
- Produce a Flow and deliver your Flow.
Additionally, you can path the route of the papers in mouse clicks. Look into your Flow configurations and view the Crawlers sign to ensure that your Playful Bot is operating. airSlate offers each and every Flow with obvious control, so you can ensure that is stays updated without the need of advanced skills in RPA technology. If you're able to improve the complete construction of your own business, airSlate can be a smart option. Begin today!
