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3 steps to automating your search: find a document, add tags, and set triggers and conditions
Automation software features multiple software robots, which eliminate manual routines and streamline workflows. For instance, the Add Tags 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.