Developed by
airSlate Inc.
Setup duration 5-10 min.
What the Save to Procore Bot does
The Bot archives completed documents to your Procore account based on the ‘if-this-then-that’ conditions you set.
When to use the Save to Procore Bot
Install and configure the Bot to automate the process of archiving important documents such as contracts, sales invoices, and more.
Export Custom Values to Save to Procore Bot
Get your automated workflows up and running in minutes. No coding required.
Configure Bot settings
Start by connecting your Procore account. Then, select a company and a project from the list you want to save documents to. Choose an existing archive folder or create a new one. Pick the necessary documents within your workflow to be automatically archived in the specified Procore folder.
Note: To install and configure Bots, start by creating a workflow.
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 a few document fields and tell the Bot to archive the documents once they 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 your Procore account.
Try pre-built workflows to experience the Save to Procore Bot in action
Petty Cash
The Petty Cash Flow is used by petty cash custodians or finance teams to automate the approval of petty cash forms.
Learn more
Customer Enquiry
The Customer Enquiry Flow is used by marketing departments to automate the process of handling direct questions raised by customers.
Learn more
Online Order
The Online Order Form Flow is used by companies that operate online businesses to streamline their sales processes.
Learn more
Daily Construction Report
The Daily Construction Report Flow is used by construction managers to organize project management and reduce routine administrative tasks. Construction Managers use this Flow to get from planning to construction faster and close out projects on time without human error.
Learn more
Other Bots often used with the Save to Procore Bot
Eliminate repetitive tasks without having to code
Employ Save to Procore Bot
Begin a new Flow and import samples or create documents right on the platform to activate the Bots option. Find and choose a needed Bot from the list.
Configure it
Open the Bot configuration menu. Complete all of the required fields to modify general and advanced options. Consider determining activation circumstances to prevent false activations (you can add a few conditions).
See the way it works
Execute the workflow and check the results. Ensure the software robots are working appropriately. If something fails, look into the Bots log to correct the errors and execute your Flow once more.
