Developed by
airSlate Inc.
Setup duration 5-10 min.
What the Enable Documents Completion via Slack 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 the Enable Documents Completion via Slack
Install and configure the Bot when you need to synchronize the information between a document and Slack messages.
Export Custom Values to Enable Documents Completion via Slack
Get your automated workflows up and running in minutes. No coding required.
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.
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.
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.
Try pre-built workflows to experience the Enable Documents Completion via Slack in action
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Configure the two-way data binding Bot to transfer data between a document and Slack
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.
Other Bots often used with the Enable Documents Completion via Slack
Eliminate repetitive tasks with no code
Utilize Enable Documents Completion via Slack
Start a new Flow and import samples or create templates right in the system to activate the Bots option. Find and choose a wanted software robot from the list.
Set it up
Open up the Bot configuration menu. Complete all of the required fields to define general and advanced settings. Consider indicating activation circumstances in order to avoid false activations (you can include a few circumstances).
Figure out how it operates
Implement the workflow and check the results. Make sure
the software robots work appropriately. If something goes wrong, check the Bots log to correct the errors and run your Flow again.
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