Add Tags to Slate Bot

The Add Tags to Slate Bot adds tags to a Slate when certain conditions are met.

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  • Used in 61 Flows
  • Used in 17 Workspaces
  • Installed 375 times in the last 30 days
  • 98% success rate

The Add Tags to Slate Bot adds tags to a Slate when certain conditions are met.

Try automation, it’s free!

App Info

Bot author airSlate Inc.
When to install Install the Add Tags to Slate Bot when you need to automate the process of assigning custom tags to Slates for better searches and easier access to Slates. For example, the Bot can be used to automatically assign the “accepted” tag to a sales proposal once it has been accepted by a customer.
What the Bot does Adds tags to a Slate by using a custom tag or data from the completed fields of a Slate document.
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 tags you’ve created will be automatically added to the Slate.

Commonly used conditions for when the Bot acts

  • When a signature field is signed as well as when specific fields in a Slate document are completed or empty
  • When a specific Slate Revision is created

Requirements

To install the Add Tags to Slate Bot, begin by setting up a Flow

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Install the Add Tags to Slate Bot to automate workflows

3 steps to automating your search: find a document, add tags, and set triggers and conditions

Sustainable business growth stems from the efficient optimization of business processes. First and foremost, you need to transform routine actions that take too much time and human effort. Doing so will eventually lead you to finding automation solutions that businesses are using around the world.

Automation software features multiple software robots, which eliminate manual routines and streamline workflows. For instance, the Add Tags to Slate Bot can be set up to automatically add tags to the workspace documents upon completion. When you’ve finished adding tags to a document you’ll be able to find the document you need faster.

If you’re wondering how to get a Bot to add tags, consider the following example. Your company is looking for an event agency to celebrate a New Year’s eve party. The HR department uses the same form template as the previous year. To keep all your documents organized and find the version you need quicker, configure the Bot that will add custom tags to a document once it is completed.

Communications, Risks, Marketing Auditing, Accounting and other departments that have document-intensive tasks can also add a tag to the properties of the current document and keep all documents organized so you can find the right one in seconds.

The benefits include:

  • Organizational improvements
  • Automated data gathering
  • Accurate statistics
  • Data safety
  • Enhanced productivity

Automation delivers transparency across all processes. If you maintain the correct data, your analyses and business predictions are likely to be accurate. Transparency also incentivizes faster workflow. All this can be achieved without coding or costly APIs.

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