Send a Slate with Roles Bot

The Send a Slate with Roles Bot sends a Slate to be completed and e-signed by recipeints based on their roles and when certain conditions are met.

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  • Used in 38 Flows
  • Used in 27 Workspaces
  • Installed 434 times in the last 30 days
  • 100% success rate

The Send a Slate with Roles Bot sends a Slate to be completed and e-signed by recipeints based on their roles and when certain conditions are met.

Try automation, it’s free!

App Info

Bot author airSlate Inc.
When to install Install the Send a Slate with Roles Bot when you need to automate the process of assigning roles and getting Slate documents completed by the right people. For example, a customer under the 'Customer' role will get a contract with fields automatically assigned to their role, while other fields won’t be available for them to complete and sign.
What the Bot does Assigns roles to specific people so they can complete the fields of a Slate document that are required for their role.
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 specified recipients will get a Slate document to complete fields assigned to their roles.

Commonly used conditions for when the Bot acts

  • When all or specific fields in a Slate document are completed
  • When a specific Slate Revision is created
  • When a recipient with a specific email, name, role or Flow permissions opens a Slate

Requirements

To install the Send a Slate with Roles Bot, begin by setting up a Flow

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Install the Send a Slate with Roles Bot to automate workflows

The Send a Slate Bot with Roles Bot

Problems that are common for business automation programs are easily solved with airSlate. It’s true. Businesses are complex. Think about how many moving parts there are at any given moment in every process. Having so many moving parts and people, you need to create different types of access permissions to protect sensitive information. The solution is the Send a Slate Bot with Roles Bot. It will help you optimize the completion of a document from start to finish using email notifications for forms that are sent to specific recipients.

Adding this Bot will allow you to:

  • Set Roles: assure that your documents are signed and completed by the right people
  • Control: build multi-role workflows
  • Save time: execute documents without paper-related delays

Your selected recipients will receive email notifications for forms that need to be completed. Clicking on the link will take them to your document in airSlate, where the recipients will be able to fill in the fields you assigned to them.

Setting Roles lets your organization operate confidently. By using this Bot you and your team will have a clear understanding at all times about what information is still needed. Automating business processes with airSlate makes everything about business process automation easier. Nobody forgets to complete their tasks thanks to automatically sent email notifications for forms to the recipients you selected\added.

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