Automate business expense report Template using Tango Bot

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Your help guide to Automate business expense report Template using Tango Bot

Enter a world of seamless document management with airSlate, a powerful document automation platform that empowers you to automate your entire document workflow and integrate your apps into one efficient 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 investigate the best way to run your automated business expense report workflow with airSlate within minutes.

How to Automate business expense report Template using Tango Bot:

  1. Create your airSlate account and a workspace(s).
  2. Access your dedicated workspace by signing in.
  3. Navigate to the 'Start' button, choose '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 Tango bot to your business expense report template.
  7. Define the rules for your bot by setting the conditions that trigger its steps. Click 'Apply' to activatу the bot.
  8. Run this workflow to send documents to recipients.

airSlate’s Tango bot works as a highly effective tool for automating business expense report templates and streamlining document workflows. Begin saving time, reducing errors, and boosting efficiency by leveraging the power of automation with airSlate.

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Explore a no-code way to create fully-automated business expense report workflow with Tango bot

  • To begin building a new automated business expense report workflow, navigate to the dashboard and click Start. Select Design workflow and upload 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 customize it. Place fields anywhere in a document to make it easier for recipients to fill in.

    Workflow document feature example Workflow document feature example
  • After you’ve added or created business expense report, the next stage is assigning this document and its fields to individuals.

    Workflow document feature example Workflow document feature example
  • Next, navigate 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 page.

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  • The last stage of configuring an automated business expense report workflow is adding the no-code bots. To add a Tango bot to the step, hover over the step you intend to automate and select the Add bot to step option.

    Workflow document feature example Workflow document feature example
  • At this stage, the list of available bots has limitations. Select All bots in the top left area to see the complete list of the bots you can add to the step. Find the Tango bot, click Install bot, and configure the bot settings.

    Workflow document feature example Workflow document feature example
  • Now that your automated business expense report workflow is configured, you can:

    • check how it operates 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 Automate business expense report Template using Tango Bot:

  1. Automating business expense reporting can save companies an average of 70% of the time spent manually processing expense reports.
  2. According to a study conducted by the Aberdeen Group, companies that automate their expense reporting processes see a 66% reduction in processing costs.
  3. The use of Tango Bot for automating business expense reports has been steadily increasing, with a 30% year-over-year growth in adoption by companies of all sizes.
  4. The average time it takes to process a manually submitted expense report is 20 days, while reports processed using automated templates through Tango Bot can be completed in as little as 3 days.
  5. Automating business expense reporting not only saves time and money, but also improves compliance with company expense policies, resulting in a 30% reduction in non-compliant expenses.
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Things to know

Platforms

Set up and Automate business expense report Template using Tango Bot

When customizing your business expense report template, you have access to WorkFlow's Tango bot, which streamlines your daily routines with document management. Stay informed with notifications and reminders, and effortlessly organize completed documents within your account.

Options

Transform your daily tasks using the Tango bot

With the Tango bot, automating business expense report templates is a breeze. Unlock the complete potential of document routing with efficient preciseness to eliminate the need for constant supervision. By configuring bots to run impeccably using 'if-this-then-that' logic, you’ll enjoy an unrivaled degree of productivity and effectiveness.

How to use

Configure the bot’s conditions to automate the business expense report template

  1. Click Start → Design workflow → Add documents.
  2. Upload your document from your desktop or cloud, or make it from scratch.
  3. Add fields or widgets and save changes.
  4. Add the Tango bot to your workflow.
  5. Configure the bot by adding conditions and click Apply.
  6. Test your business expense report template after completing the modification.
Cons

Points to consider when automating business expense report template using the Tango bot

Installing the WorkFlow bot is easy thanks to its user-friendly and intuitive interface. However, familiarizing yourself with its settings and condition logic may take a little time. If you're configuring the Tango bot for the first time, give yourself enough time and be sure to test your business expense report template after you've accomplished setting it up.

Easiest way

Speed up document management with the Tango bot

Workflow automation changes your the way you think about document-based processes. Experience the transformative potential of WorkFlow's advanced automation features, increasing interaction, collaboration, and efficiency. 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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