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Rename Slate document Bot

The Rename Slate Document Bot sets another name to Slate documents when certain conditions are met.
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What the Bot does
Renames a Slate document by using a custom name or data from the completed fields of a Slate document.
When to use
Install the Rename Slate Document Bot when you need to automate the process of renaming Slate documents. For example, the Bot can be used to automatically change an invoice name once it has been paid.
  • Author airSlate Inc.
  • Setup duration on average 5-10 min.
  • Used in 46 Flows
  • Used in 37 Workspaces
  • Installed 168 times in the last 30 days
  • 100% success rate

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Get the Bot up and running in minutes. No coding required

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To install and configure the Bot, start by creating a Flow. Then, add the Bot to the Flow you’d like to automate.
Configure Bot settings
Select the document characteristics that you’d like to change automatically. You can use date, Flow, or recipient’s data to specify the action you intend to automate.
Note: To install and configure Bots, start by creating a workflow.
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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., select document fields and tell the Bot to act when these fields have been filled out.
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Automatically manage your documents
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 Rename Slate document Bot will automatically manage your document(s).
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Install the Rename Slate document Bot
to automate your business interactions

Learn more in this Bot’s airSlate Academy course

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How to auto rename files with the Rename Slate Document Bot

Automation technologies are of key importance in determining a company’s success into the future. airSlate’s workflow automation software provides ready-to-use Bots that transform manual routine processes into automatically completed tasks. For instance, specific software robots have been created so as not to interrupt a workflow to rename a document.

The main function of this Bot is to change the name of a document in a Slate using data from filled-in fields. Note that before installing this Bot you will need to create a Flow. Both Bot execution conditions and Advanced settings are optional. However, they can be rather useful when need be. For instance, you can create a tag to find a particular Slate. Simply set the Bot’s range of usage (only once or after each Revision) or choose what will happen to a Slate Revision if the Bot fails.

Automatically rename your files to get the following benefits:

Once the conditions you’ve selected have been met, a new name will be automatically assigned to the Slate file.

Searching for documents will now be more convenient with a better search format.

From now on, the question of how to rename files automatically will no longer arise. With the help of airSlate’s specialized robot, the entire process is Bot-controlled, allowing you to refocus your time on high priority tasks. Take advantage of airSlate’s workflow automation free of charge.

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