Document workflow automation tailors the sales team’s follow-up, leading to better sales outcomes. Collaborate better and work smarter with a no-code Bot.
Try automation, it’s free!
Please note: 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, handle, and keep track of all of your work within one unified digital Workspace with airSlate

Optimize, handle, and keep track of 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 successful workflow automation. Keep it smart with the 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 full of the best features like the Bot for routing info.
What the 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 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 Bot. No coding required.

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

How to use the Bot

airSlate is a exclusive workflow automation solution that integrates with a great number of programs and services, significantly CRM, ERP and cloud storage systems via automation Bots. By making use of just the Bot companies achieve immediate qualitative innovations; fewer errors, increased method transparency, and entire top quality.Salesdirector ai.

Be one of the ‘automated’ and begin saving time and money:

  • 1.Sign in to your secured airSlate Workspace or add the new one. Salesdirector ai.
  • 2.Start a Flow from scratch or view the Flow collection to pick from the list of pre-built layouts. Salesdirector ai integration.
  • 3. Once your files are set, go to the Bots menu. Find the Bot in the list and choose it.
  • 4. Add it to your Flow and set up stimulates (conditions for when it’ll act).
  • 5. Set and define circumstances that’ll result in the Bot (Recipient/Date/Flow). Salesdirector ai integration.
  • 6. Select issues and press Apply setup.

Configure the SalesDirector .Salesdirector Bot and take advantage of an elevated document Flow with fewer errors, quick business processes, improved compliance, a longer period and an overall better consumer and employee experience.

How to put together and put into practice Bot to your workflow

No-program code automation signifies a whole new strategy in business approach administration. Now, any business, regardless of dimensions and industry, can remove the most repetitive and administrative tasks. Minimize fees, save time, and improve output. Dispose of the superstition that you desire lots of money or years of coding experience to automate functions. With airSlate, every thing is much easier. The all-in-a single system enables you to execute any workflow when Bots take over manual responsibilities. Make the most of functions that run instantly without having individual intervention and truly feel confident understanding papers and files are increasingly being directed in between techniques and customers 24 hours a day.
Find out how easy it is to use the Bot and put into practice it to your Flow non problematic:
  1. Log on to the bank account. When you don't have a single but, register a single.
  2. Start configuring your Flow or create a completely new one.
  3. Visit the Bots portion and select the Bot from your dropdown listing.
  4. Chart out areas and customize the configurations to the objectives.
  5. Determine execution circumstances to specify if you want the Bot to act.
  6. Make the most of Superior configurations to pay for particular specifications without having implementing added resources and options.
  7. Just click Use installation and go on to the exam manage.
  8. Develop a Flow and spread your Flow.
Furthermore, you are able to track the path of the document in click throughs. Have a look at your Flow configurations and appearance the Bots log to make sure that your Bot is functioning. airSlate supplies each Flow with obvious administration, so you can make it updated without having innovative skills in RPA modern technology. If you're willing to improve the complete composition of your business, airSlate is a intelligent selection. Get moving today!
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We’ve got the answers to your questions

What does the Bot do?

The Bot is an essential tool for sales teams looking to optimize their sales process. It is an intelligent virtual assistant that gathers data from various sources and uses it to provide valuable insights and recommendations to sales professionals. By leveraging artificial intelligence and machine learning, the Bot helps sales teams better understand their pipeline, identify areas for improvement, and make data-driven decisions. With its user-friendly interface and powerful capabilities, this innovative solution from airSlate simplifies and streamlines the sales process, empowering sales professionals to achieve greater success.

How does the Bot work?

The Bot is a powerful tool designed to streamline and enhance sales processes. This innovative bot operates within the airSlate document automation platform, which is an all-in-one solution for automating workflows and improving productivity. By leveraging artificial intelligence and machine learning, the Bot analyzes sales data and provides valuable insights and recommendations to help sales teams make informed decisions and drive revenue growth. With its user-friendly interface and intuitive features, this bot is a game-changer for sales professionals looking to optimize their performance and achieve success.

Do I need to code for setting up the Bot?

Setting up the Bot does not require any coding. You can easily configure and customize the bot without the need for technical expertise. With the user-friendly interface provided by airSlate, you can effortlessly set up the bot to automate your sales processes. By leveraging the power of airSlate's document automation platform, you can streamline your sales workflow and improve efficiency without the hassle of coding.

How much time do I need to configure the Bot?

Configuring the Bot is a straightforward and efficient process that won't require a significant amount of your time. With airSlate's document automation platform, you'll be able to easily set up and customize the bot to meet your specific sales needs. By following our user-friendly interface and intuitive step-by-step instructions, you'll have the bot up and running in no time. Plus, our team of experts is always available to provide guidance and support should you need any assistance along the way. Trust airSlate to streamline your sales workflow and maximize your productivity.