Assign Slate Name Bot

The Assign Slate Name Bot assigns the name of your choice to a Slate when certain conditions are met.

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  • Used in 62 Flows
  • Used in 26 Workspaces
  • Installed 623 times in the last 30 days
  • 98% success rate

The Assign Slate Name Bot assigns the name of your choice to a Slate when certain conditions are met.

Try automation, it’s free!

App Info

Bot author airSlate Inc.
When to install Install the Assign Slate Name Bot when you need to automatically assign a name to a completed Slate or one you’re using. For example, the Bot can be used to automatically assign the name ‘SO-00235’ to a sales order once it has been signed by a customer.
What the Bot does Assigns a name to a Slate.
setup duration on average 5-10 min.
Works on Post-fill

How to set it up

Outcome: Based on the conditions you’ve set, the name you’ve specified will be assigned to a Slate.

Commonly used conditions for when the Bot acts

  • When specific fields in a Slate document are completed
  • When a recipient with specific name opens a Slate


To install the Assign Slate Name Bot, begin by setting up a Flow

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Flows most commonly used with this Bot

Install the Assign Slate Name Bot to automate workflows

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.

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