
RefWorks Bot
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 gives you the tools necessary to generate an surrounding of visibility and answerability
Get your automated workflows up and running in minutes with the RefWorks Bot. No coding required.
Install RefWorks Bot to automate your workflow
Questions & answers
How to use the RefWorks Bot
AirSlate is a unique workflow automation solution that combines with many systems and products and services, significantly CRM, ERP and cloud storage systems via automation Bots. By using just the Reworks Bot organizations achieve immediate qualitative benefits; fewer issues, enhanced procedure transparency, and overall good quality.Refworks flow.
Preserve everything easy by following the quick step-by-step instruction:
- 1. Create an airSlate account, log in, and launch a new Workspace.
- 2. Set up a new Flow and include at least one Document Flow. Refworks flow.
- 3. Select Bots to view the ones that are available, such as Reworks Bot.
- 4. Select Settings →General/Advanced to set up it.
- 5. Evaluate which to do if the Bot fails (Move forward with Revision or Block Revision).
- 6. Press Apply setup to complete the settings.
Configure the Reworks Bot and make use of an enhanced document Flow with fewer errors, accelerated business processes, improved compliance, much more time and an overall better customer and employee experience .Refworks flow.
Other Bots often used with the RefWorks Bot
Discover a lot more prospects for the enterprise with the Reworks Bot
- Create an account a merchant account if you are a newcomer to airSlate, or log in for your pre-existing one.
- Generate and personalize your Work space. You may want to create as numerous division-certain Workspaces as you need.
- Go through the Runs tab on the left to generate an another one or join an existing one.
- Explore the huge local library of pre-treated record layouts, create one completely from scratch, or add your own personal forms.
- Modify content making it fillable with the addition of clever fields.
- Generate certain dependencies between fields simply by making them conditional.
- Pick the Reworks Bot in the local library and include it with your workflow.
- Set up the Bot and put the conditions that'll ensure it is take action depending on preset common sense. Remember that conditions might be linked to user functions, schedules and frequency and details.
- Look at and increase the amount of Bots to automate other places of your respective workflow.
- Start the Stream and check if the Bot is allowed properly.
