Riskalyze Bot

Hundreds of advisors whose broker-dealers use the Investment proposal generation and investment platform are also passionate Visualize

Try automation, it’s free!

Hundreds of advisors whose broker-dealers use the Investment proposal generation and investment platform are also passionate Visualize

Try automation, it’s free!
Please note: Riskalyze 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 gives you the instruments required to establish an surrounding of visibility and accountability

AirSlate gives you the instruments required to establish an surrounding of visibility and accountability. It’s Visualize Bot allows users to design and automate the most difficult workflows. While using the suitable method eliminates bottlenecks and manual assignments.
What the Riskalyze 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 Riskalyze 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 Riskalyze Bot. No coding required.

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

How to use the Riskalyze Bot

AirSlate is a robust workflow automation software program that increases business processes by utilizing configurable microprograms, called automation Bots. They, besides the Visualize Bot increase performance, increase turnaround, decrease human difficulties, increase high quality and compliance, save costs and free up time for employees to give attention to creative, more valuable assignments.

Keep everything simple by following our short step-by-step manual:

  • 1. If you don’t have an airSlate profile, sign up and log in.
  • 2. Make a Flow and get a new document.
  • 3. Select Bots to check out the ones that are accessible, such as Visualize Bot.
  • 4. Create situations (when it’ll be triggered) and map fields.
  • 5. You have the option of setting Advanced or General configurations.
  • 6. Choose problems and press Apply setup.

Don’t delay any longer, get full use of the easy-to-configure Visualize Bot for streamlining your complex business processes, increasing efficiency, improving user experience and reducing costs.

Unlock a lot more possibilities for your personal company with all the Visualize Bot

Do you feel overwhelmed by info and also the by no means-ending channels of tasks? Produce a clever shift by leaving these to automation. Our cloud-centered automation solution characteristics lots of Bots powerful adequate to manage virtually any mundane info-large process typically performed by mankind. Figure out how to set up and acquire the most out of the Visualize Bot by using the next instructions.
How to set up the Visualize Bot and systemize repeated and boring commitments
  1. Create an account a merchant account if you're unfamiliar with airSlate, or sign in your current 1.
  2. Create and customize your Work space. Feel free to set up several division-specific Workspaces since you need.
  3. Go through the Flows tab about the still left to generate a different one or sign up for a pre-existing 1.
  4. Surf the large local library of pre-made document layouts, produce 1 from scratch, or add your very own forms.
  5. Modify content material making it fillable by having clever fields.
  6. Create specific dependencies between fields simply by making them conditional.
  7. Pick the Visualize Bot through the local library and add it to your work-flow.
  8. Set up the Bot and include the circumstances that'll allow it to be work based upon preset common sense. Remember that circumstances can be linked to user roles, schedules and frequency and info.
  9. Check out and increase the amount of Bots to systemize other parts of your work-flow.
  10. Commence the Circulation and view in case the Bot has become allowed correctly.
Now up to you. Improve your company's functions effortlessly and utilize the Visualize Bot as well as other Bots to ease every day document program forever.
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