0

Home
Bots
Access control
Reassign Step Bot

Reassign Step Bot

Name: Reassign Step Bot
Brand: airSlate
Rating: 4.2 (46 reviews)

Provide a seamless experience within your document workflows. Allow more people to complete documents to avoid delays and receive approvals faster.

What the Bot does

The Bot reassigns document completion to another person after a set time delay or according to a schedule.

When to use

Install and configure the Bot when you need to ask other people to complete a document when the initial recipient failed to do so on time.

Author airSlate Inc.
Setup duration 5-10 min.
Used in 66 Templates
Used in 53 Workspaces
Installed 326 times in the last 30 days
97% success rate

4.2 out of 5

(46 votes)

You’ve already rated this bot

Get your automated workflows up and running in minutes with the Reassign Step Bot. No coding required.

You can set the Step to be reassigned on delay or following a specific schedule

Configure Bot settings

Select the Step you want to reassign and choose the person you want to complete it. Provide their email address or select dynamic data from your document or workflow. Next, customize the message new assignees will receive and configure when the Step should be reassigned.

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

If needed, define additional conditions that will trigger the Bot to act. These can be specific document data, user email, or name. E.g., tell the Bot to reassign the Step only if the initial recipient holds a particular position in the organization.

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

Get the Step automatically reassigned to another person

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 Step will be reassigned to the person you’ve specified.

Try pre-built workflows to experience the Reassign Step Bot in action

Vacation/Leave Request

Automatically collect approved vacation request forms with airSlate. Integrate with your CRM with no coding required. Try out the seamless workflow automation.

Learn more

Budget Approval

The Budget Approval Flow is used by Accounting and Finance Departments to automate and speed up the approval processes for funding company initiatives.

Learn more

Write Off - Inventory

The Write Off - Inventory Flow is used by finance and accounting departments to speed up sales and accounting processes as well as ensure paperwork accuracy.

Learn more

Compensation survey

The Compensation survey Flow is used by HR departments to automate the process of collecting data from employees and organizing it for easy access within the company.

Learn more

Other Bots often used with the Reassign Step Bot

Pre-fill Dropdowns from Excel Spreadsheet Bot

Pre-fill from ActiveCampaign CRM Records

Create HubSpot Records Bot

Notification feed Bot

Delete Tags Bot

Delete workflow instance

Configure automated processes in a few simple actions

Modify general configurations

Define what exactly your Reassign Step Bot must do. Fill out all the required fields to make sure about the right completing tasks. Note: the ability to pick Bots is enabled only after creating a new Flow and uploading at least one file.

Indicate Bot activation conditions

Identify triggers for when your Bot have to activate. Set up rules and connect activation circumstances with steps in files and dates, or user data.

Customize Advanced settings

Utilize this block to choose additional settings and streamline the finding of knowledge like block changes if something goes wrong, etc., or leave the default parameters.