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Email via MS Outlook on Documents Completion

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Email via MS Outlook on Documents Completion

Email via MS Outlook on Documents Completion

Streamline document workflows across your entire organization. Keep your teammates and partners in the loop about document changes by sending out automated notifications with the Email via MS Outlook on Documents CompletionBot.

What the Bot does

The Bot sends notifications to specific recipients via Microsoft Outlook based on the ‘if-this-then-that’ conditions you set.

When to use

Install and configure the Bot to automatically send out notifications for document completion via Microsoft Outlook.

Author airSlate Inc.
Setup duration 5-10 min.
Used in 82 Templates
Used in 71 Workspaces
Installed 429 times in the last 30 days
99% success rate

4.5 out of 5

(37 votes)

You’ve already rated this bot

Get your automated workflows up and running in minutes with the Email via MS Outlook on Documents Completion. No coding required.

Use dynamic data from your documents for improved personalization

Configure Bot settings

Connect to your Microsoft account. Then, select the recipients you want to notify and customize the message they will receive. You can also cc the workflow admin and document creator to keep them informed throughout the process.

Note: To install and configure Bots, start by creating a workflow.

Add multiple conditions and tell the Bot to run when all or some of them are executed

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. E.g., tell the Bot to send notifications at a specific date and time.

View the Bots log or use tags to check if the Bot ran successfully

Get your recipients notified once documents are completed

Once the Bot is configured, share your document with anyone who needs to sign and complete it. Based on the conditions you’ve set, recipients will automatically receive notifications via Microsoft Outlook.

Try pre-built workflows to experience the Email via MS Outlook on Documents Completion in action

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The Consulting Agreement

The Consulting Agreement Flow is used by industry professionals to automate the process of managing agreements while improving the customer experience and allowing for collaboration within an organization.

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Use Email via MS Outlook on Documents CompletionBot

Begin a new Flow and import forms or create templates right on the platform to initialize the Bots option. Find and choose a needed software robot from the list.

Configure it

Open the Bot adjustment menu. Fill out all the required fields to define general and advanced options. Don’t forget about determining activation conditions in order to avoid false activations (you can add a couple of conditions).

See how it operates

Execute the workflow and discover the results. Ensure the software robots work appropriately. If something goes wrong, look into the Bots log to fix the mistakes and run your Flow once again.