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Rename Flow Bot

Create a personalized experience within the document workflow you build and automate using airSlate. Automatically rename documents within your workflow using the Rename Slate Bot.
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What the Bot does
The Bot renames documents based on the ‘if-this-then-that’ conditions you set.
When to use
Install and configure the Bot to automatically rename documents within a workflow for faster searches and improved document 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 Flow Bot. No coding required.

Provide a fully personalized experience using data variables
Configure Bot settings
Enter a new name for a Slate. You can type or pull it from a document field.
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 Flow Bot
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 Assign Slate Name Bot can configure a workflow rule to set the name to a default value.

Consider the following example of the impact the Assign Slate Name Bot can have on your workflow. 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.