RightCapital Bot

Financial Advisor Magazine created exclusively for advisors by highly experienced editorial and publishing teams. Right capital.

Try automation, it’s free!

Financial Advisor Magazine created exclusively for advisors by highly experienced editorial and publishing teams. Right capital.

Try automation, it’s free!
Please note: RightCapital 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.

airSlate is a alternative platform that connects people and their company processes via RPA and DPA tools

airSlate is a alternative platform that connects people and their company processes via RPA and DPA tools. Its amazing automation Bots, like the RightCapital Bot, activates teams and makes them more collaborative, and more on top of their job. Try it yourself.
What the RightCapital Bot does
Use the Bot to build productive, automated workflows, that any employee can create and manage by themselves. Configuring the Bot is simple and only takes a few minutes. Simplify data routing processes.
When to use the RightCapital 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 RightCapital Bot. No coding required.

Step 1
Install and configure the Bot
Select the RightCapital Bot from the library of automation and integration Bots. Try searching by name or browsing the Bot categories. Add the RightCapital 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 RightCapital 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 RightCapital Bot in action.
texture 1texture 2texture 3

Install RightCapital Bot to automate your workflow

How to use the RightCapital Bot

Together with airSlate, you can make specialized, transparent workflows to aid your teams handle very important processes in a single integrated and protected Workspace. Our superior no-code instruments, like the RightCapital Bot, will assist you to be much more useful and prevent errors when working remotely.Right capital.

Setup the airSlate Bot to take your Flow to the next level:

  • 1.Create an airSlate account, log in, and launch a new Workspace. Right capital.
  • 2.Commence a Flow from the beginning or observe the Flow collection to choose from the list of pre-built layouts. Rightcapital.
  • 3. Whenever your papers are prepared, go to the Bots menu. Find the RightCapital Bot in the list and choose it. Rightcapital.
  • 4. Set conditions (when it’ll be triggered) and chart fields.
  • 5. Add sets off, advanced options, and link with an external database if wanted.
  • 6. Tap Apply setup to stimulate the causes you integrated.

Configure the RightCapital Bot and make the most of advanced business process automation (BPA) .Right capital. Get the most out of your time and work from a single secure Workspace.

How to create and put into practice RightCapital Bot into your workflow

No-code automation signifies a new method in operation procedure management. Now, any business, regardless of size and industry, can get rid of the most repeating and admin jobs. Lessen charges, save your time, and boost productivity. Dispose of the superstition you need big money or numerous years of encoding expertise to speed up procedures. With airSlate, every thing is easier. The all-in-one particular platform allows you to carry out any workflow whilst Bots take control of manual obligations. Benefit from procedures that run instantly without man intervention and sense confident realizing files and records are increasingly being routed involving methods and consumers around the clock.
Find out how straightforward it is to apply the RightCapital Bot and put into practice it into your Movement hassle free:
  1. Sign in to your account. Should you don't have one particular however, register one particular.
  2. Begin configuring your Movement or create a completely new one.
  3. Visit the Bots portion and select the RightCapital Bot through the dropdown checklist.
  4. Road map out areas and modify the adjustments to your goals.
  5. Create rendering circumstances to indicate when you want the Bot to do something.
  6. Benefit from Innovative adjustments to pay specific requirements without using additional resources and options.
  7. Click Implement installation and begin the test manage.
  8. Create a Flow and deliver your Movement.
In addition, you are able to monitor the route for any record in mouse clicks. Look into your Movement adjustments and look the Bots sign to be sure that your RightCapital Bot is working. airSlate gives every single Movement with translucent management, so you can make it updated without sophisticated abilities in RPA modern technology. If you're able to enhance the entire composition of your respective enterprise, airSlate is really a intelligent selection. Get started right now!
Illustration for How to Guide section