Pocket Bot

Archive After you’refinished with a saved item, tap the check mark to send it to the Archive. Adp vantage hcm vs agile crm.

Try automation, it’s free!

Archive After you’refinished with a saved item, tap the check mark to send it to the Archive. Adp vantage hcm vs agile crm.

Try automation, it’s free!
Please note: Pocket 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, handle, and observe all of your work within one unified digital Workspace with airSlate

Optimize, handle, 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 impressive workflow automation. Keep it smart with the Pocket Bot.I Take full power 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 Pocket Bot for routing information.
What the Pocket Bot does
Use the automation Bot to deliver robust functionality that's easy to configure, use, and extend across all channels for document process automation. It automates repetitive tasks that were previously handled by employees, and as a result, reduces human-prone errors. Enhance your workflows with the latest in DPA technology.
When to use the Pocket 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 Pocket Bot. No coding required.

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

How to use the Pocket Bot

AirSlate is a specific workflow automation choice that incorporates with a huge amount of programs and solutions, especially CRM, ERP and cloud storage systems via automation Bots. By making use of just the Pocket Bot firms acquire instant qualitative changes; fewer errors, enhanced process transparency, and general high quality.Adp vantage hcm vs agile crm.

Follow this specific training secrets and techniques to build document process automation in the business and acquire extra from the things you already conduct:

  • 1. Create an airSlate account, log in, and launch a new Workspace. Adp vantage hcm vs agile crm.
  • 2. Produce a Flow from scratch or pick a layout. Pocket bot.
  • 3. Import documents and configure the Pocket Bot. Pocket bot.
  • 4. Read about it prior to clicking Install Bot.
  • 5. Determine what to do if the Bot fails (Carry on with Revision or Block Revision).
  • 6. Click Apply set up when done.

Don’t postpone anymore, get full use of the easy-to-configure Pocket Bot for streamlining your complex business processes, increasing efficiency, improving user experience and reducing costs .Adp vantage hcm vs agile crm.

Uncover far more possibilities for the enterprise with the Pocket Bot

Do you feel overwhelmed by details as well as the never ever-stopping channels of tasks? Make an intelligent move and then leave those to automation. Our cloud-centered automation answer functions many Crawlers powerful ample to manage virtually any mundane details-hefty job typically performed by human beings. Learn to put in place and acquire the best from the Pocket Bot by using the following directions.
How to set up the Pocket Bot and automate repeated and dull responsibilities
  1. Register a free account if you're unfamiliar with airSlate, or log on to the current one particular.
  2. Create and modify your Workspace. Feel free to put in place as numerous division-distinct Workspaces as you have.
  3. Click the Passes tab on the kept generating a brand-new one or become a member of an existing one particular.
  4. Surf the large catalog of reproduced document themes, produce one particular from the beginning, or add your own personal types.
  5. Edit articles and make it fillable with the help of intelligent fields.
  6. Create distinct dependencies involving fields through making them conditional.
  7. Select the Pocket Bot through the catalog and add it to your workflow.
  8. Set up the Bot and include the conditions that'll help it become act depending on preset logic. Remember that conditions could be associated with end user tasks, schedules and volume and details.
  9. Take a look at and increase Crawlers to automate other places of the workflow.
  10. Begin the Movement and appearance in the event the Bot has been empowered properly.
Now over to you. Streamline your company's functions effortlessly and employ the Pocket Bot along with other Crawlers to alleviate daily document routine once and for all.
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