Automate expense claim Template using Aptivada Bot

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Your help guide to Automate expense claim Template using Aptivada Bot

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

How to Automate expense claim Template using Aptivada Bot:

  1. Create your airSlate account and a workspace(s).
  2. Access your dedicated workspace by signing in.
  3. Navigate to the 'Start' option, select '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 appoint signers.
  6. Add the Aptivada bot to your expense claim 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 Aptivada bot works as a powerful tool for automating expense claim templates and streamlining document workflows. Start saving time, decreasing mistakes, and growing efficiency by embracing the power of automation with airSlate.

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Discover a no-code way to develop fully-automated expense claim workflow with Aptivada bot

  • To begin developing a new automated expense claim workflow, check out the dashboard and click Start. Select Design workflow and add 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 users to complete.

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  • After you’ve uploaded or created expense claim, the next stage is assigning this document along with its fields to recipients.

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  • Next, go to the Assign fields dropdown to specify which document fields are created 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 expense claim workflow is adding the no-code bots. To add a Aptivada bot to the step, hover over the step you intend to automate and choose 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 area to find the complete list of the bots you can add to the step. Alocate the Aptivada bot, click Install bot, and configure the bot settings.

    Workflow document feature example Workflow document feature example
  • Now that your automated expense claim 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 email your workflow
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Here are the top 5 facts, statistics, and trends related to Automate expense claim Template using Aptivada Bot:

  1. Automation of expense claim templates can save businesses up to 80% in processing costs and reduce processing time by over 70%.
  2. According to a survey by Aberdeen Group, organizations using automated expense claim templates experience a 38% reduction in errors compared to manual processes.
  3. The global market for expense management software, including automation tools, is expected to reach $4.33 billion by 2025, growing at a CAGR of 8.5%.
  4. Automation of expense claim templates can help increase compliance with company policies and regulations, resulting in fewer audit issues and potential savings of up to 5% on overall expenses.
  5. The use of AI-powered bots like Aptivada can further enhance automation by providing real-time insights, predictive analytics, and personalized recommendations for optimizing expense claims.
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Things to know

Platforms

Set up and Automate expense claim Template using Aptivada Bot

When customizing your expense claim template, you have access to WorkFlow's Aptivada bot, which streamlines your everyday routines with document management. Stay informed with notifications and reminders, and easily manage completed documents within your account.

Options

Modernize your daily jobs with the Aptivada bot

With the Aptivada bot, automating expense claim templates is a cinch. Unleash the whole capacity of document routing with efficient precision to eliminate the need for ongoing monitoring. By configuring bots to run impeccably utilizing 'if-this-then-that' logic, you’ll enjoy an unrivaled level of efficiency and effectiveness.

How to use

Configure the bot’s conditions to automate the expense claim template

  1. Click Start → Design workflow → Add documents.
  2. Import your document from your desktop or cloud, or make it from scratch.
  3. Place fields or widgets and save modifications.
  4. Add the Aptivada bot to your workflow.
  5. Configure the bot by adding conditions and click Apply.
  6. Test your expense claim template after completing the customization.
Cons

Points to consider when automating expense claim template with the Aptivada 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 some time. If you're configuring the Aptivada bot for the first time, allow yourself enough time and ensure that you test your expense claim template after you've completed setting it up.

Easiest way

Accelerate document management with the Aptivada bot

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

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