PointForward Bot
Document workflow automation customizes the sales teams follow-up process, resulting in improved sales results. Pointforward.Enhance collaboration and operate more efficiently with a no-code PointForward Bot.. Lacework control tower.
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Please note: PointForward 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 monitor all of your work within one unified digital Workspace with airSlate
Optimize, manage, and monitor 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 PointForward Bot.I Take full charge of 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 PointForward Bot for routing information.
What the PointForward Bot does
Use the Bot to connect the different business productivity solutions you already use without having to code. It helps you automate the most complex workflows and simplifies in-team/cross-team collaboration. Never lose deals or slow down processes because of typos again.
When to use the PointForward 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 PointForward Bot. No coding required.
Step 1
Install and configure the Bot
Select the PointForward Bot from the library of automation and integration Bots. Try searching by name or browsing the Bot categories. Add the PointForward 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 PointForward 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 PointForward Bot in action.
Install PointForward Bot to automate your workflow
How to use the PointForward Bot
Using airSlate, you may make specialized, clear workflows to aid your teams take care of necessary methods in a single integrated and protected Workspace. Our modern no-code tools, just like the PointForward Bot, will assist you to be more productive and avoid errors when working remotely.Pointforward.
Always keep all sorts of things straightforward by following our brief step-by-step guide:
- 1. Create an airSlate Business Cloud account if you don’t have one and log in.
- 2. Set up a Flow from the beginning or observe the Flow collection to choose from the list of pre-built templates.
- 3. Select Bots to view the ones that are obtainable, like the PointForward Bot. Pointforward.
- 4. Read about it prior to clicking Install Bot. Lacework control tower.
- 5. Add causes, advanced functions, and join with an external database if necessary. Lacework control tower.
- 6. Verify the settings by pressing Set up.
Don’t postpone anymore, get full use of the easy-to-configure PointForward Bot for streamlining your complex business processes, increasing efficiency, improving user experience and reducing costs .Pointforward.
Other Bots often used with the PointForward Bot
Uncover much more opportunities for the organization with all the PointForward Bot
Do you feel stressed by information and also the by no means-concluding channels of duties? Come up with an intelligent transfer and leave these people to automation.
Our cloud-structured automation answer characteristics many Crawlers robust ample to manage just about any mundane information-large process usually performed by human beings. Figure out how to set up and obtain the most out of the PointForward Bot following these recommendations.
How to put together the PointForward Bot and improve recurring and tedious obligations
- Sign-up your account if you're unfamiliar with airSlate, or sign in your existing one.
- Make and modify your Work environment. You can set up as numerous department-specific Workspaces since you need.
- Go through the Passes tab about the kept producing an another one or sign up for a pre-existing one.
- Look at vast catalog of reproduced document web templates, create one from scratch, or post your personal forms.
- Modify information making it fillable by adding intelligent career fields.
- Make specific dependencies involving career fields if you make them conditional.
- Select the PointForward Bot through the catalog and include it with your workflow.
- Set up the Bot and include the situations that will help it become work depending on preset common sense. Be aware that situations might be associated with end user functions, schedules and frequency and information.
- Have a look at and increase Crawlers to improve other regions of the workflow.
- Begin the Stream and view in case the Bot has been enabled properly.
Now to you. Enhance your company's operations with ease and use the PointForward Bot together with other Crawlers to alleviate day-to-day document program permanently.
