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Enable Documents Completion via Slack

Automate two-way data transfers between a document and a Slack notification. Keep your documents up-to-date while also notifying teammates about any document changes with the Enable Documents Completion via Slack Bot.
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What the Bot does
The Bot transfers data between document fields and a Slack notification based on the ‘if-this-then-that’ conditions you set.
When to use
Install and configure the Bot when you need to synchronize the information between a document and Slack messages.
  • Author airSlate Inc.
  • Setup duration 5-10 min.
  • Used in 31 Templates
  • Used in 15 Workspaces
  • Installed 269 times in the last 30 days
  • 100% success rate
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Get your automated workflows up and running in minutes with the Enable Documents Completion via Slack. No coding required.

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Pick a teammate from the list or type their email
Configure Bot settings
Start with connecting your Slack account and pick the channel or teammates you want to give document access to for transferring information between a document and a Slack message. Then, select document fields for creating a Slack message and enable two-way binding for them.
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 will act
Define what will trigger the Bot to run. These can be a specific date, document data, user roles, email, or name. For example, select a document and tell the Bot to update data when the email field in it isn’t empty.
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View the Bots log or use tags to check if the Bot ran successfully
Get records updated when a change occurs
Once the Bot is configured, share your document with anyone who needs to complete or sign it. Based on the conditions you’ve set, the Enable Documents Completion via Slack Bot will transfer data between a document and a Slack notification.
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Install the Enable Documents Completion via Slack
to automate your document workflows

Learn more in this Bot’s airSlate Academy course

Learn more
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Configure the two-way data binding Bot to transfer data between a document and Slack

If you don’t want to spend hours or even days manually transferring data between different sources, workflow automation software is just the thing you need. airSlate offers no-code Bots, software robots that will execute any part of the workflow. Say you need to transfer data between a document and your corporate messenger. This is where the Enable Documents Completion via Slack Bot will be of huge help.

While you’re using Slack for instant messaging with your team, airSlate ensures automatic document flow management. When linked together, they boost productivity. Let’s consider an example of efficient Slack integration. Imagine you sent out medical insurance forms to employees. The majority of them have already been completed, but you are still waiting for a couple of them that are lingering and unfinished. Instead of checking your inbox, it’s more convenient to continue working and get informed in Slack. And when there are some changes, your employees can make them directly in a Slack message and these changes will be automatically reflected in a document.

Such integrations will have the following results:

  • Improved productivity
  • Time saved for more urgent tasks
  • Human interaction saved for decision making
  • Cost-saving
  • Reduced human errors

This two-way data binding Bot will be particularly efficient internally and can be operational in any department, HR, sales, marketing, communications, accounting, etc. In both cases, it opens up new ways for improved business processes.