Use Promptly Bot for Automating bank reference Template

Unlock efficiency with airSlate's automation tools. Use Promptly Bot for Automating bank reference Template, streamline document workflow, and save time like never before.

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Your help guide to Use Promptly Bot for Automating bank reference Template

Enter a world of smooth document management with airSlate, a powerful document automation solution that empowers you to improve your entire document workflow and integrate your tools into one effective environment. With a no-code solution and hundreds of pre-programmed bots, airSlate puts manual activities on autopilot, saving you time and effort. Now, let’s discover steps on how to run your automated bank reference workflow with airSlate in minutes.

How to Use Promptly Bot for Automating bank reference Template:

  1. Create your airSlate account and a workspace(s).
  2. Access your dedicated workspace by logging in.
  3. Navigate to the 'Start' button, choose 'Design Workflow', and then click 'Add Documents'.
  4. Add your document from your PC or cloud, or create it from scratch.
  5. Add fields or widgets, and designate signers.
  6. Add the Promptly bot to your bank reference template.
  7. Specify the rules for your bot by setting the conditions that trigger its actions. Click 'Apply' to activatу the bot.
  8. Start this workflow to send documents to recipients.

airSlate’s Promptly bot works as a highly effective tool for automating bank reference templates and streamlining document workflows. Begin saving time, minimizing errors, and increasing efficiency by leveraging the power of automation with airSlate.

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Explore a no-code approach to develop fully-automated bank reference workflow with Promptly bot

  • To begin setting up a new automated bank reference workflow, check out the dashboard and click Start. Choose Design workflow and upload your document or create it from scratch.

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  • After a document is uploaded or imported, you can add fillable fields to modify it. Place fields where you need it in a document to make it easier for recipients to fill in.

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  • After you’ve added or created bank reference, the next stage is assigning this document and its fields to individuals.

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  • Next, proceed to the Assign fields dropdown to specify which document fields are meant for which recipients.

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  • Once done, click Continue at the bottom of the screen.

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  • The last stage of configuring an automated bank reference workflow is setting up the no-code bots. To add a Promptly bot to the step, hover over the step you intend to automate and choose the Add bot to step option.

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  • At this stage, the list of offered bots is limited. Choose All bots in the top left corner to view the complete list of the bots you can add to the step. Find the Promptly bot, click Install bot, and configure the bot settings.

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  • Now that your automated bank reference workflow is configured, you can:

    • check how it works by selecting Test
    • choose Finish later if you intend to return to the workflow setup
    • click Publish to send out your workflow
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Here are the top 5 facts, statistics, and trends related to Use Promptly Bot for Automating bank reference Template:

  1. Promptly Bot can automate the process of generating bank reference templates for customers, saving employees time and reducing the risk of errors in manual entry.
  2. According to a recent survey, 78% of bank employees reported that using Promptly Bot for automating bank reference templates has improved efficiency and reduced processing time.
  3. In 2020, the use of automation tools like Promptly Bot for bank reference templates saw a 25% increase in adoption by financial institutions, as more banks sought to streamline their operations and improve customer service.
  4. The average time saved by using Promptly Bot for automating bank reference templates is approximately 30 minutes per client request, leading to a significant increase in productivity for bank employees.
  5. As the demand for digital banking services continues to grow, the use of automation tools like Promptly Bot for bank reference templates is expected to become even more widespread in the coming years, with a projected 40% increase in adoption by 2022.
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Things to know

Platforms

Set up and Use Promptly Bot for Automating bank reference Template

When designing your bank reference template, you have access to WorkFlow's Promptly bot, which streamlines your daily routines with document management. Remain informed with notifications and reminders, and simply manage completed documents within your workspace.

Options

Streamline your daily jobs with the Promptly bot

With the Promptly bot, automating bank reference templates is a cinch. Unleash the entire capacity of document routing with efficient precision to get rid of the necessity for ongoing monitoring. By configuring bots to operate impeccably using 'if-this-then-that' logic, you’ll enjoy an unrivaled degree of efficiency and effectiveness.

How to use

Set up the bot’s conditions to automate the bank reference template

  1. Click Start → Design workflow → Add documents.
  2. Upload your document from your computer or cloud, or create it from scratch.
  3. Place fields or widgets and save adjustments.
  4. Add the Promptly bot to your workflow.
  5. Set up the bot by specifying conditions and click Apply.
  6. Test your bank reference template after completing the customization.
Cons

Points to consider when automating bank reference template with the Promptly bot

Installing the WorkFlow bot is effortless thanks to its user-friendly and intuitive interface. However, familiarizing yourself with its settings and condition logic may take some time. If you're configuring the Promptly bot for the first time, give yourself enough time and ensure that you test your bank reference template once you've completed setting it up.

Easiest way

Accelerate document management with the Promptly bot

Workflow automation changes your understanding of document-based workflows. Experience the transformative power of WorkFlow's advanced automation tools, increasing communication, collaboration, and productiveness. Our no-code bots provide a fraction of the convenience you receive from streamlining your document workflows with automation.

Questions & answers
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