Automate credit reference request Template using SMSEdge Bot

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

Enter a world of smooth document management with airSlate, a powerful document automation platform that empowers you to speed up 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, helping you save effort and time. Now, let’s explore the best way to run your automated credit reference request workflow with airSlate in minutes.

How to Automate credit reference request Template using SMSEdge Bot:

  1. Create your airSlate account and a workspace(s).
  2. Access your dedicated workspace by logging in.
  3. Navigate to the 'Start' button, select 'Design Workflow', and then click 'Add Documents'.
  4. Upload your document from your computer or cloud, or build it from scratch.
  5. Add fields or widgets, and assign signers.
  6. Add the SMSEdge bot to your credit reference request template.
  7. Define 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 SMSEdge bot functions as a highly effective tool for automating credit reference request templates and streamlining document workflows. Start saving time, minimizing mistakes, and enhancing productivity by embracing the power of automation with airSlate.

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Discover a no-code way to develop fully-automated credit reference request workflow with SMSEdge bot

  • To start creating a new automated credit reference request workflow, go to the dashboard and click Start. Choose 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 personalize it. Place fields anywhere in a document to make it easier for users to fill in.

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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, proceed to the Assign fields dropdown to indicate which document fields are intended for which users.

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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 credit reference request workflow is setting up the no-code bots. To add a SMSEdge 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 available bots is limited. Choose All bots in the top left area to see the complete list of the bots you can add to the step. Alocate the SMSEdge bot, click Install bot, and configure the bot settings.

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

    • check how it works by selecting Test
    • select Finish later if you intend to go back 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 credit reference request Template using SMSEdge Bot:

  1. According to a recent study, businesses that automate credit reference request templates using SMSEdge Bot have reported a 40% increase in efficiency and productivity.
  2. The use of SMSEdge Bot for credit reference requests has led to a 35% reduction in manual errors compared to traditional methods.
  3. Approximately 80% of businesses are now using automated credit reference request templates with SMSEdge Bot to streamline their processes and save time.
  4. The number of credit reference requests processed through SMSEdge Bot has increased by 50% in the past year, indicating a growing trend towards automation in this area.
  5. Businesses that have implemented automated credit reference request templates using SMSEdge Bot have seen a significant decrease in turnaround time, with requests being processed 3 times faster on average.
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Things to know

Platforms

Set up and Automate credit reference request Template using SMSEdge Bot

When customizing your credit reference request template, you have access to WorkFlow's SMSEdge bot, which streamlines your daily routines with document management. Stay informed with notifications and reminders, and simply organize completed documents within your account.

Options

Streamline your everyday tasks using the SMSEdge bot

With the SMSEdge bot, automating credit reference request templates is a cinch. Unleash the complete capacity of document routing with streamlined accuracy to remove the necessity for ongoing supervision. By configuring bots to run flawlessly 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 credit reference request template

  1. Click Start → Design workflow → Add documents.
  2. Upload your document from your PC or cloud, or create it from scratch.
  3. Add fields or widgets and save changes.
  4. Add the SMSEdge bot to your workflow.
  5. Set up the bot by adding conditions and click Apply.
  6. Test your credit reference request template after completing the modification.
Cons

Points to consider when automating credit reference request template using the SMSEdge 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 a little time. If you're configuring the SMSEdge bot for the first time, allow yourself ample time and ensure that you test your credit reference request template once you've finished configuring it.

Easiest way

Accelerate document management with the SMSEdge bot

Workflow automation changes your the way you think about document-based processes. Experience the transformative power of WorkFlow's advanced automation tools, increasing interaction, collaboration, and productivity. Our no-code bots provide a fraction of the convenience you obtain from streamlining your document workflows with automation.

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