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Rename workflow instances on completion

Keep your documents and workflows organized. Simplify the process of locating and accessing Flows by renaming them with the Rename workflow instances on completion
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What the Bot does
The Bot changes the name of a Flow after document completion based on the ‘if-this-then-that’ conditions you set.
When to use
Install and configure the Bot to automatically rename your Flow for faster searches and improved data organization.
  • Author airSlate Inc.
  • Setup duration 5-10 min.
  • Used in 62 Templates
  • Used in 26 Workspaces
  • Installed 623 times in the last 30 days
  • 98% success rate
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Get your automated workflows up and running in minutes with the Rename workflow instances on completion. No coding required.

Use the +Data variable for customization
Configure Bot settings
Type a new name for your Flow. Customize the Flow name with dynamic data, such as recipient names, email addresses, date of submission, and more.
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 rename the documents once they have been completed.
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View the Bots log or use tags to check if the Bot ran successfully
Get your documents renamed in seconds
Once the Bot is configured, share your document with anyone who needs to sign and complete it. Based on the conditions you’ve set, the documents will be automatically renamed.
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Install the Rename workflow instances on completion
to automate your document workflows

Learn more in this Bot’s airSlate Academy course

Learn more
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Let a Bot set the name of workflow documents instead of you

There is a clear upward tendency of businesses employing DPA software. That’s why going digital has proven to bolster operating models to become digitized and intelligent, and thus enable companies to undertake more risks with product or service innovations.

DPA is very important for businesses if they seek to stay relevant and get ahead of their competition. Any automation software operates via Bots that proved to be more efficient than humans in the completion of recurring tasks.

Not only does this win time for employees to focus on core and decision-making problems, but it also eliminates expenses, brings instant results, and improves accuracy. For instance, the Rename workflow instances on completion can configure a workflow rule to set the name to a default value.

Consider the impact the Rename workflow instances on completion can have on your workflow in the following example. Let’s say the HR Department has submitted a survey to select a lunch supplier. You receive an invitation to complete a form. You need to set up workflow names. However, in order to distinguish the responses of employees, each form should be named differently. If the particular Bot is configured before the survey starts, each form will be automatically saved with a specific name upon its completion. In this case, you can focus on the core task while handling other minor (but still important) nuances of the flow.

The benefits of deploying automation incorporate the following:

  • Opportunity to maintain transparency
  • Enhancing collaboration among teams
  • Boosted adaptability and onboarding
  • Availability of notifications and reminders available
  • Ability to track and evaluate progress

The example of utilizing a workflow rule name reveals in practice how DPAs optimize workflow. Apart from seamless process management, automation systems give you access to audit trails and statistics. At present, automatization (which cuts across companies and customers) helps you make fast and right decisions. For example, automation metrics can reveal how popular a newly launched product is with customers. This can help you establish the correct product.