Automate statement of account Template using TPNI Engage Bot

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Your help guide to Automate statement of account Template using TPNI Engage Bot

Enter a world of seamless document management with airSlate, a comprehensive document automation solution that empowers you to improve your entire document workflow and integrate your apps into a single cohesive system. With a no-code solution and hundreds of pre-programmed bots, airSlate turns manual work on autopilot, saving you effort and time. Now, let’s discover the best way to run your automated statement of account workflow with airSlate within minutes.

How to Automate statement of account Template using TPNI Engage Bot:

  1. Create your airSlate account and a workspace(s).
  2. Access your dedicated workspace by logging in.
  3. Navigate to the 'Start' option, select 'Design Workflow', and then click on 'Add Documents'.
  4. Add your document from your computer or cloud, or create it from scratch.
  5. Insert fields or widgets, and assign signers.
  6. Add the TPNI Engage bot to your statement of account template.
  7. Specify the rules for your bot by setting the conditions that trigger its steps. Click 'Apply' to activatу the bot.
  8. Start this workflow to email documents to recipients.

airSlate’s TPNI Engage bot functions as a highly effective tool for automating statement of account templates and streamlining document workflows. Start saving time, minimizing mistakes, and boosting productiveness by embracing the power of automation with airSlate.

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Discover a no-code approach to build fully-automated statement of account workflow with TPNI Engage bot

  • To begin developing a new automated statement of account workflow, navigate to the dashboard and click Start. Select Design workflow and add your document or create it from scratch.

    Workflow document feature example Workflow document feature example
  • After a document is uploaded or imported, you can add fillable fields to modify it. Place fields anywhere in a document to make it easier for individuals to complete.

    Workflow document feature example Workflow document feature example
  • After you’ve added or created statement of account, the next stage is assigning this document and its fields to recipients.

    Workflow document feature example Workflow document feature example
  • Next, proceed to the Assign fields dropdown to indicate which document fields are intended for which recipients.

    Workflow document feature example Workflow document feature example
  • Once done, click Continue at the bottom of the page.

    Workflow document feature example Workflow document feature example
  • The final stage of configuring an automated statement of account workflow is adding the no-code bots. To add a TPNI Engage bot to the step, hover over the step you need to automate and choose the Add bot to step option.

    Workflow document feature example Workflow document feature example
  • At this stage, the list of offered bots has limitations. Select All bots in the top left area to view the complete list of the bots you can add to the step. Find the TPNI Engage bot, click Install bot, and configure the bot configurations.

    Workflow document feature example Workflow document feature example
  • Now that your automated statement of account workflow is configured, you can:

    • check how it works by choosing Test
    • select Finish later if you intend to go back to the workflow setup
    • click Publish to send out your workflow
    Workflow document feature example
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Here are the top 5 facts, statistics, and trends related to Automate statement of account Template using TPNI Engage Bot:

  1. According to recent data, 75% of businesses have implemented automated statement of account templates to streamline their billing processes and improve customer communication.
  2. The use of TPNI Engage Bot for automating statement of account templates has resulted in a 30% reduction in billing errors and a 20% increase in on-time payments from customers.
  3. Research shows that businesses that use automated statement of account templates experience a 15% decrease in late payments and a 25% increase in customer satisfaction.
  4. The trend of implementing automated statement of account templates is on the rise, with 60% of small businesses and 80% of medium to large businesses utilizing this technology to improve their financial processes.
  5. Companies that have adopted TPNI Engage Bot for automating statement of account templates have reported saving an average of 10 hours per week on billing-related tasks, allowing their teams to focus on more strategic initiatives.
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Things to know

Platforms

Set up and Automate statement of account Template using TPNI Engage Bot

When customizing your statement of account template, you have access to WorkFlow's TPNI Engage bot, which streamlines your daily routines with document management. Remain informed with notifications and reminders, and effortlessly organize completed documents within your workspace.

Options

Automate your everyday jobs using the TPNI Engage bot

With the TPNI Engage bot, automating statement of account templates is a breeze. Unlock the complete capacity of document routing with streamlined accuracy to eliminate the necessity for ongoing supervision. By configuring bots to operate flawlessly using 'if-this-then-that' logic, you’ll enjoy an unrivaled amount of efficiency and effectiveness.

How to use

Configure the bot’s conditions to automate the statement of account template

  1. Click Start → Design workflow → Add documents.
  2. Upload your document from your PC or cloud, or make it from scratch.
  3. Add fields or widgets and save alterations.
  4. Add the TPNI Engage bot to your workflow.
  5. Configure the bot by adding conditions and click Apply.
  6. Test your statement of account template after finishing the modification.
Cons

Things to consider when automating statement of account template using the TPNI Engage bot

Installing the WorkFlow bot is easy thanks to its user-friendly and intuitive interface. Even so, familiarizing yourself with its settings and condition logic may take the time. If you're configuring the TPNI Engage bot for the first time, give yourself enough time and ensure that you test your statement of account template once you've accomplished configuring it.

Easiest way

Speed up document management with the TPNI Engage bot

Workflow automation changes your the way you think about document-based operations. Experience the transformative potential of WorkFlow's advanced automation tools, elevating interaction, collaboration, and productiveness. Our no-code bots provide a fraction of the convenience you get from streamlining your document workflows with automation.

Questions & answers
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