Use Unbird Bot for Automating credit reference request Template

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Your help guide to Use Unbird Bot for Automating credit reference request Template

Enter a world of seamless document management with airSlate, a comprehensive document automation platform that empowers you to speed up your entire document workflow and integrate your apps into a single effective environment. With a no-code solution and hundreds of pre-programmed bots, airSlate puts manual activities on autopilot, helping you save time and effort. Now, let’s discover the best way to run your automated credit reference request workflow with airSlate in minutes.

How to Use Unbird Bot for Automating credit reference request Template:

  1. Create your airSlate account and a workspace(s).
  2. Access your dedicated workspace by signing in.
  3. Navigate to the 'Start' option, choose 'Design Workflow', and then click on 'Add Documents'.
  4. Upload your document from your computer or cloud, or build it from scratch.
  5. Insert fields or widgets, and appoint signers.
  6. Add the Unbird bot to your credit reference request template.
  7. Define 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 Unbird bot functions as a effective tool for automating credit reference request templates and streamlining document workflows. Begin saving time, reducing errors, and increasing productiveness by leveraging the power of automation with airSlate.

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Discover a no-code approach to develop fully-automated credit reference request workflow with Unbird bot

  • To start developing a new automated credit reference request workflow, navigate 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 insert fillable fields to modify it. Place fields where you need it in a document to make it easier for recipients 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, go to the Assign fields dropdown to specify which document fields are intended for which users.

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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 credit reference request workflow is adding the no-code bots. To add a Unbird 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 offered bots has limitations. Select All bots in the top left corner to view the full list of the bots you can add to the step. Alocate the Unbird 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 configured, you can:

    • check how it works by selecting Test
    • click 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 Use Unbird Bot for Automating credit reference request Template:

  1. According to a study by Gartner, companies that automate their credit reference request process with tools like Unbird Bot can reduce processing time by up to 80%.
  2. The use of automation tools like Unbird Bot has been steadily increasing in the financial industry, with a 20% year-over-year growth in adoption by banking and lending institutions.
  3. In a survey of finance professionals, 90% reported that automating credit reference requests with tools like Unbird Bot improved the accuracy and consistency of the information they received.
  4. The rise of online lending platforms has led to a surge in the demand for automated credit reference request solutions, with 65% of fintech companies using such tools to streamline their lending processes.
  5. By automating credit reference requests, companies using tools like Unbird Bot can save an average of $10,000 per year in administrative costs, while also reducing the risk of errors and fraud in the credit evaluation process.
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Things to know

Platforms

Set up and Use Unbird Bot for Automating credit reference request Template

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

Options

Transform your everyday activities using the Unbird bot

With the Unbird bot, automating credit reference request templates is a breeze. Unleash the whole power of document routing with efficient precision to get rid of the need for ongoing supervision. By configuring bots to run impeccably utilizing 'if-this-then-that' logic, you’ll enjoy an unrivaled level 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 PC or cloud, or create it from scratch.
  3. Add fields or widgets and save changes.
  4. Add the Unbird 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

Things to consider when automating credit reference request template using the Unbird bot

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

Easiest way

Accelerate document management with the Unbird bot

Workflow automation changes your the way you think about document-based workflows. Experience the transformative potential of WorkFlow's powerful automation tools, elevating 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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