Reduce data loss by keeping your documents secure using the Egnyte account with the Save to Egnyte Bot. Automatically save documents to your Egnyte account once they’re executed. No coding or manual interactions needed.Try automation, it’s free!
What the Bot does
The Bot saves documents to Egnyte based on the ‘if-this-then-that’ conditions you’ve set.
When to use
Install and configure the Bot to automatically save invoices signed by your clients, contracts, and other executed documents.
- Author airSlate Inc.
- Setup duration 5-10 min.
- Used in 69 Flows
- Used in 53 Workspaces
- Installed 219 times in the last 30 days
- 99% success rate
Get your automated workflows up and running in minutes with the Egnyte Bot. No coding required.
Configure Bot settings
First, connect to your Egnyte account. Choose an existing folder or create a new one. Then, select documents within your Flow to be automatically stored in the specified Egnyte folder.
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., select all fields and tell the Bot to save a document once all fillable fields have been filled out.
Get your document saved 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, it will be saved to the selected Egnyte folder.
Try pre-built workflows to experience the Egnyte Bot in action
Contract Management Flow
The Contract Management Flow is used by a company’s Procurement department to automate the process of purchasing goods or services on contract.
Employee Onboarding Flow
The Employee Onboarding Flow is used by HR departments to automatically collect new employee information for future use.
Install the Egnyte Bot to automate your document workflows
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Automate repetitious activities with no write code
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