Sertifi Bot
Document workflow automation tailors the sales team’s follow-up, leading to better sales outcomes. Collaborate better and work smarter with a no-code Sertifi Bot.
Try automation, it’s free!
Please note: Sertifi 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.AirSlate gives you the instruments required to produce an atmosphere of transparency and responsibility
AirSlate gives you the instruments required to produce an atmosphere of transparency and responsibility. It’s Certify Bot allows users to design and automate the most challenging workflows. With all the suitable solution takes away bottlenecks and manual projects.
What the Sertifi Bot does
Use the automation Bot to create and sign documents online, generate approvals, and hit deadlines. When all of your documents and data are in one place, you can push and pull it from anywhere. Enjoy the most comprehensive document process automation Bot on the market.
When to use the Sertifi Bot
Use the smart Bot to automate workflows, connect people, and boost productivity. Create a unified digital environment for efficient work. Collaborate effortlessly across teams and entire organizations.
Get your automated workflows up and running in minutes with the Sertifi Bot. No coding required.
Step 1
Install and configure the Bot
Select the Sertifi Bot from the library of automation and integration Bots. Try searching by name or browsing the Bot categories. Add the Sertifi 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 Sertifi 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 Sertifi Bot in action.
Install Sertifi Bot to automate your workflow
How to use the Sertifi Bot
A lot of workflow automation solutions don't meet up with individual objectives in regard to complication and additional demands. airSlate is unique. Employing it, you possibly can work together with lots of programs just like the Certify Bot and streamline routine methods.Certifybot.
Follow this particular training guide to put into practice document process automation in your enterprise and acquire much more from the issues you currently conduct:
- 1. Register a profile in airSlate. Certifybot.
- 2. Create a new Flow and upload documents to it or come up with them from the beginning.
- 3. Select Bots to view the ones that are available, such as Certify Bot.
- 4. Add it to your Flow and set up invokes (conditions for when it’ll act). What is certifybot.
- 5. Set up issues to result in the microprogram.
- 6. Select circumstances and press Apply setup. What is certifybot.
The Certify Bot is fast and easy to set up and provides you a powerful upper hand when it comes to automating your company’s most difficult workflows in a single Workspace .Certifybot.
Other Bots often used with the Sertifi Bot
Uncover much more options for the company with the Certify Bot
Do you feel overwhelmed by details and also the never ever-concluding channels of duties? Make a clever move and then leave these people to automation.
Our cloud-dependent automation option capabilities many Crawlers powerful ample to manage almost any mundane details-hefty task traditionally done by human beings. Learn to create and have the most from the Certify Bot by using the subsequent directions.
How to set up the Certify Bot and systemize recurring and tedious responsibilities
- Create an account a merchant account if you're a novice to airSlate, or sign in to your current 1.
- Produce and customize your Workspace. Go ahead and create as many office-distinct Workspaces since you need.
- Click on the Passes tab in the left to make a different one or be a part of a preexisting 1.
- Explore the huge catalog of pre-made document layouts, generate 1 from scratch, or post your very own kinds.
- Edit content and make it fillable by adding clever areas.
- Produce distinct dependencies between areas by making them conditional.
- Select the Certify Bot from the catalog and combine it with your work-flow.
- Configure the Bot and include the problems that'll allow it to be work depending on preset common sense. Remember that problems could be linked to customer tasks, times and consistency and details.
- Check out and add more Crawlers to systemize other places of your work-flow.
- Commence the Movement and appearance when the Bot has become allowed correctly.
Now up to you. Improve your company's functions easily and use the Certify Bot as well as other Crawlers to ease daily document program for good.
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