Add Tags Bot

Add Tags Bot

Generate and incorporate personalized tags to your documents for quicker sorting and retrieval using the Add Tags Bot.
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Developed by
airSlate Inc.
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Setup duration 5-10 min.
What the Add Tags Bot does
The Bot adds tags to your documents based on the ‘if-this-then-that’ conditions you set.
When to use the Add Tags Bot
Install and configure the Bot to automate the process of assigning tags to documents for easier search and access.
Export Custom Values to Add Tags Bot

Get your automated workflows up and running in minutes. No coding required.

Configure Bot settings and add conditions for when the Bot should act
First, create a tag that groups your Flows 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.
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.
Add Tags Bot

Install the Add Tags Bot to automate your document workflows

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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.

Set up automated operations in a few simple actions

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Modify general settings
Determine what exactly your Add Tags Bot must do. Fill out all needed fields to make sure about the right finishing of operations. Be aware: the ability to choose Bots activates after starting a new Flow and importing at least one document.
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Choose Bot activation circumstances
Figure out scenarios for when your Bot must activate. Define rules and connect activation circumstances with steps in files and dates, or user details.
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Fill out Advanced settings
Complete this part to choose additional configuration and simplify the discovering of data like block changes if something works incorrectly, etc., or leave the standard parameters.