Automate expense tracking Template using Clientary Bot

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Your help guide to Automate expense tracking Template using Clientary Bot

Enter a world of smooth document management with airSlate, a comprehensive document automation platform that empowers you to improve your entire document workflow and integrate your apps into one cohesive 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 explore steps on how to run your automated expense tracking workflow with airSlate within minutes.

How to Automate expense tracking Template using Clientary Bot:

  1. Create your airSlate account and a workspace(s).
  2. Access your dedicated workspace by signing in.
  3. Navigate to the 'Start' button, select 'Design Workflow', and then click on 'Add Documents'.
  4. Upload your document from your PC or cloud, or create it from scratch.
  5. Add fields or widgets, and designate signers.
  6. Add the Clientary bot to your expense tracking template.
  7. Specify the rules for your bot by setting the conditions that trigger its steps. Click 'Apply' to activatу the bot.
  8. Start this workflow to deliver documents to recipients.

airSlate’s Clientary bot works as a powerful tool for automating expense tracking templates and streamlining document workflows. Begin saving time, reducing errors, and increasing productivity by harnessing the power of automation with airSlate.

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Discover a no-code way to build fully-automated expense tracking workflow with Clientary bot

  • To start building a new automated expense tracking workflow, navigate to the dashboard and click Start. Select 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 customize it. Place fields anywhere in a document to make it easier for individuals to fill out.

    Workflow document feature example Workflow document feature example
  • After you’ve added or created expense tracking, the next step is assigning this document and its fields to recipients.

    Workflow document feature example Workflow document feature example
  • Next, go to the Assign fields dropdown to specify which document fields are created for which recipients.

    Workflow document feature example Workflow document feature example
  • Once done, click Continue at the bottom of the page.

    Workflow document feature example Workflow document feature example
  • The final stage of configuring an automated expense tracking workflow is setting up the no-code bots. To add a Clientary bot to the step, hover over the step you need 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 is limited. Select All bots in the top left area to check out the full list of the bots you can add to the step. Find the Clientary bot, click Install bot, and configure the bot settings.

    Workflow document feature example Workflow document feature example
  • Now that your automated expense tracking workflow is set up, you can:

    • check how it operates by choosing Test
    • select Finish later if you plan 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 expense tracking Template using Clientary Bot:

  1. Fact: Automating expense tracking can save businesses an average of 8.5 hours per week, according to a study by SAP Concur.
  2. Statistic: The global market for expense management software is expected to reach $5.5 billion by 2024, with automated solutions like Clientary Bot contributing to the growth.
  3. Trend: Businesses are increasingly turning to AI-powered bots like Clientary Bot to streamline their expense tracking processes, with a 27% increase in adoption of automation technology in the past year.
  4. Fact: Automate expense tracking templates like Clientary Bot can reduce human error by up to 85%, leading to more accurate financial data and informed decision-making.
  5. Statistic: Over 70% of businesses that have implemented automated expense tracking report a positive impact on their bottom line, with cost savings averaging 20-30% annually.
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Things to know

Platforms

Set up and Automate expense tracking Template using Clientary Bot

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

Options

Automate your everyday jobs with the Clientary bot

With the Clientary bot, automating expense tracking templates is a breeze. Unlock the complete potential of document routing with efficient precision to eliminate the need for continuous supervision. By configuring bots to operate flawlessly using '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 expense tracking template

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

Points to consider when automating expense tracking template with the Clientary bot

Installing the WorkFlow bot is a breeze thanks to its user-friendly and intuitive interface. However, familiarizing yourself with its settings and condition logic may take some time. If you're configuring the Clientary bot for the first time, allow yourself enough time and be sure to test your expense tracking template once you've completed configuring it.

Easiest way

Accelerate document management with the Clientary bot

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

Questions & answers
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