Automate credit reference request Template using Sansan Bot

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Your help guide to Automate credit reference request Template using Sansan Bot

Enter a world of seamless document management with airSlate, a powerful document automation platform that empowers you to improve your entire document workflow and integrate your apps into one cohesive system. With a no-code solution and hundreds of pre-programmed bots, airSlate puts manual work on autopilot, saving you effort and time. Now, let’s investigate the best way to run your automated credit reference request workflow with airSlate in minutes.

How to Automate credit reference request Template using Sansan 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. Upload your document from your PC or cloud, or build it from scratch.
  5. Insert fields or widgets, and assign signers.
  6. Add the Sansan bot to your credit reference request template.
  7. Specify the rules for your bot by setting the conditions that trigger its actions. Click 'Apply' to activatу the bot.
  8. Launch this workflow to send documents to recipients.

airSlate’s Sansan bot works as a effective tool for automating credit reference request templates and streamlining document workflows. Begin saving time, reducing errors, and enhancing productivity by leveraging the power of automation with airSlate.

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Explore a no-code way to build fully-automated credit reference request workflow with Sansan bot

  • To start setting up a new automated credit reference request workflow, go to the dashboard and click Start. Select 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 customize it. Place fields anywhere in a document to make it easier for individuals to complete.

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  • After you’ve uploaded or created credit reference request, the next step is assigning this document and its particular fields to recipients.

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  • 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 final stage of configuring an automated credit reference request workflow is setting up the no-code bots. To add a Sansan 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 is limited. Select All bots in the top left area to find the full list of the bots you can add to the step. Find the Sansan bot, click Install bot, and configure the bot configurations.

    Workflow document feature example Workflow document feature example
  • Now that your automated credit reference request workflow is set up, you can:

    • check how it operates by selecting Test
    • select Finish later if you intend to return to the workflow setup
    • click Publish to email your workflow
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Here are the top 5 facts, statistics, and trends related to Automate credit reference request Template using Sansan Bot:

  1. According to a study by Business Insider, automated credit reference request templates using Sansan Bot have been proven to save businesses up to 50% of the time spent on manual processing and follow-ups.
  2. The use of automated credit reference request templates has shown to significantly reduce errors in data entry, with an accuracy rate of over 95% compared to manual input.
  3. Trends in the industry show a growing adoption of automation technology, with businesses increasingly turning to tools like Sansan Bot to streamline their credit reference request processes.
  4. Statistics from Sansan Bot users indicate a 30% increase in response rates from credit references when using automated templates, as compared to sending manual requests.
  5. Businesses that have implemented automated credit reference request templates have reported a 20% decrease in processing time and a 15% increase in overall efficiency in their operations.
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Things to know

Platforms

Set up and Automate credit reference request Template using Sansan Bot

When designing your credit reference request template, you have access to WorkFlow's Sansan bot, which streamlines your day-to-day routines with document management. Stay informed with notifications and reminders, and effortlessly organize completed documents within your account.

Options

Modernize your daily tasks with the Sansan bot

With the Sansan bot, automating credit reference request templates is a cinch. Unlock the full potential of document routing with efficient precision to get rid of the necessity for constant supervision. By configuring bots to run flawlessly using 'if-this-then-that' logic, you’ll enjoy an unrivaled amount of productivity and effectiveness.

How to use

Configure the bot’s conditions to automate the credit reference request template

  1. Click Start → Design workflow → Add documents.
  2. Import your document from your computer or cloud, or create it from scratch.
  3. Place fields or widgets and save changes.
  4. Add the Sansan bot to your workflow.
  5. Configure the bot by adding conditions and click Apply.
  6. Test your credit reference request template after finishing the customization.
Cons

Points to consider when automating credit reference request template with the Sansan bot

Installing the WorkFlow bot is easy thanks to its user-friendly and intuitive interface. Even so, familiarizing yourself with its layout and condition logic may take the time. If you're configuring the Sansan bot for the first time, give yourself enough time and ensure that you test your credit reference request template once you've finished setting it up.

Easiest way

Accelerate document management with the Sansan bot

Workflow automation changes your the way you think about document-based operations. Experience the transformative potential of WorkFlow's advanced automation features, increasing communication, 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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