Email on Documents Completion Bot

Email on Documents Completion Bot

Simplify the document review process and remove manual tasks to prevent hold-ups in your business operations. Alert one or more colleagues and ensure everyone stays informed with the Email upon Completion Bot.
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Developed by
airSlate Inc.
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Setup duration 5-10 min.
What the Email on Documents Completion Bot does
The Bot notifies your teammates when a document or its required fields have been completed based on the ‘if-this-then-that’ conditions you set.
When to use the Email on Documents Completion Bot
Install and configure the Bot to send your colleagues an email when a contract, invoice, or other document has been completed.
Export Custom Values to Email on Documents Completion Bot

Get your automated workflows up and running in minutes. No coding required.

Configure Bot settings
Start by selecting recipients. The Bot can send messages to one or several teammates. For example, you can choose required emails from contacts or pick a user that will receive an email. Then, customize a message and attach documents if necessary.
Note: To install and configure Bots, start by creating a workflow.
Add conditions for when the Bot should run
Define what will trigger the Bot to act. These can be a specific date, document data, user roles, email, or name. For example, choose a document from your workflow and select fields. Next, select every field you require and tell the Bot to send an email when they are filled.
Get your teammates notified when the document is completed
Once the Bot is configured, share your document with anyone who needs to sign and complete it. When the document is completed, the Bot will send an email to the teammates you’ve indicated.
Email on Documents Completion Bot

Install the Email on Documents Completion Bot to automate your document workflows

Start for free

Control your document flow with the Email on Documents Completion Bot

The Complete Flow Email Notification Bot is designed to help you keep track of your business processes. Imagine you are about to invite a potential employee for a job interview. To arrange his arrival at the office, you need to provide the security department with the respective personal data. You then send the potential candidate an invitation to fill out the form. Once it’s completed, you'll receive an email auto-notification and can then proceed.

Bots can work based on specific conditions such as date, or Flow Revision and do not require any coding. airSlate has developed Bots so you can easily integrate with apps and services you like. If your department or the entire company uses specific cloud storage, you can still use airSlate and its Bots to streamline the processes.

Familiarize yourself with the benefits of automation:

  • High production rates
  • Boosted productivity
  • Improved quality
  • Resource-saving
  • Less human errors

You'll notice the results after setting up just one Bot, for example, getting email notifications about completed documents. Now imagine a set of them. They would significantly boost business growth. The Bot can be used by every department that uses the digital workflow, including Communications, Marketing, HR, Finance and Accounting, Sales, Procurement, etc.

Configure automated processes in a few simple steps

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Modify general options
Outline what exactly your Email on Documents Completion Bot should do. Fill out all needed fields to make sure about the appropriate completion of tasks. Take note: the ability to select Bots appears only after creating a new Flow and uploading a document.
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Choose Bot activation circumstances
Identify conditions when your Bot should “wake up”. Set up rules and connect activation conditions with steps in forms and schedules, or user details.
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Fill out Advanced settings
Use this block to set up additional configuration and simplify the getting of data like block revisions if something works incorrectly, etc., or leave the standard parameters.