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Add Tags to Slate Bot

Create and add custom tags to your documents for faster organization and access with the Add Tags to Slate Bot.
Try automation, it’s free!
What the Bot does
The Bot adds tags to your documents based on the ‘if-this-then-that’ conditions you set.
When to use
Install and configure the Bot to automate the process of assigning tags to documents for easier search and access.
  • Author airSlate Inc.
  • Setup duration 5-10 min.
  • Used in 61 Flows
  • Used in 17 Workspaces
  • Installed 375 times in the last 30 days
  • 98% success rate

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Get your automated processes up and running in minutes with the Add Tags to Slate Bot. No coding required.

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Add multiple conditions and tell the Bot to run when all or some of them are executed
Configure Bot settings and add conditions for when the Bot should act
First, create a tag that groups your Slates for easier access. Create custom tags or choose data from documents like recipient name, date, document name, and more. Define what will trigger the Bot to run. These can be a specific date, document data, user roles, email, or name. For example, select document fields and tell the Bot to act when these fields have been filled out.
Note: To install and configure Bots, start by creating a workflow.
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View the Bots log or use tags to check if the Bot ran successfully
Get your tags added
Once the Bot is configured, share your document with anyone who needs to sign and complete it. Based on the conditions you’ve set, the Bot will add all the required tags.
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Install the Add Tags to Slate Bot
to automate your business processes

Learn more in this Bot’s airSlate Academy course

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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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