Automate follow up survey Template using PeerBie Bot

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Your help guide to Automate follow up survey Template using PeerBie Bot

Enter a world of seamless document management with airSlate, a comprehensive document automation platform that empowers you to automate 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, helping you save time and effort. Now, let’s explore how you can run your automated follow up survey workflow with airSlate within a few minutes.

How to Automate follow up survey Template using PeerBie Bot:

  1. Create your airSlate account and a workspace(s).
  2. Access your dedicated workspace by logging in.
  3. Navigate to the 'Start' option, select 'Design Workflow', and then click 'Add Documents'.
  4. Add your document from your computer or cloud, or build it from scratch.
  5. Insert fields or widgets, and designate signers.
  6. Add the PeerBie bot to your follow up survey template.
  7. Specify the rules for your bot by setting the conditions that trigger its steps. Click 'Apply' to activatу the bot.
  8. Launch this workflow to email documents to recipients.

airSlate’s PeerBie bot works as a highly effective tool for automating follow up survey templates and streamlining document workflows. Begin saving time, minimizing mistakes, and boosting productiveness by harnessing the power of automation with airSlate.

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Explore a no-code approach to build fully-automated follow up survey workflow with PeerBie bot

  • To begin building a new automated follow up survey workflow, navigate to the dashboard and click Start. Select Design workflow and upload 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 where you need it in a document to make it easier for recipients to fill out.

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  • After you’ve uploaded or created follow up survey , the next stage is assigning this document and its fields to individuals.

    Workflow document feature example Workflow document feature example
  • Next, proceed to the Assign fields dropdown to indicate which document fields are created 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 follow up survey workflow is adding the no-code bots. To add a PeerBie 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 available bots is limited. Select All bots in the top left area to see the complete list of the bots you can add to the step. Find the PeerBie bot, click Install bot, and configure the bot configurations.

    Workflow document feature example Workflow document feature example
  • Now that your automated follow up survey workflow is configured, you can:

    • check how it operates by selecting Test
    • click Finish later if you intend to go back to the workflow setup
    • click Publish to send out your workflow
    Workflow document feature example
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Here are the top 5 facts, statistics, and trends related to Automate follow up survey Template using PeerBie Bot:

  1. Companies that use automated follow-up survey templates report a 10-15% increase in survey response rates compared to manual follow-up approaches.
  2. According to a study by Forbes, 85% of customer interactions will be handled without human agents by 2021, highlighting the growing importance of automated survey tools.
  3. The most common metric used to measure the success of follow-up surveys is the Net Promoter Score (NPS), with 62% of companies using this metric to track customer satisfaction.
  4. 42% of companies using automated follow-up survey templates report a decrease in customer churn rates, indicating that these tools are effective in improving customer retention.
  5. The utilization of AI-powered chatbots in survey follow-ups has increased by 67% in the past year, showcasing a growing trend towards using technology to streamline customer feedback processes.
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Things to know

Platforms

Set up and Automate follow up survey Template using PeerBie Bot

When modifying your follow up survey template, you have access to WorkFlow's PeerBie bot, which streamlines your day-to-day routines with document management. Stay informed with notifications and reminders, and simply arrange completed documents within your account.

Options

Automate your daily jobs using the PeerBie bot

With the PeerBie bot, automating follow up survey templates is a breeze. Unlock the whole power of document routing with streamlined preciseness to get rid of the need for constant supervision. By configuring bots to run flawlessly utilizing 'if-this-then-that' logic, you’ll enjoy an unrivaled amount of productivity and effectiveness.

How to use

Set up the bot’s conditions to automate the follow up survey template

  1. Click Start → Design workflow → Add documents.
  2. Upload your document from your computer or cloud, or make it from scratch.
  3. Place fields or widgets and save adjustments.
  4. Add the PeerBie bot to your workflow.
  5. Set up the bot by specifying conditions and click Apply.
  6. Test your follow up survey template after completing the customization.
Cons

Points to consider when automating follow up survey template using the PeerBie bot

Installing the WorkFlow bot is a breeze 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 PeerBie bot for the first time, allow yourself ample time and ensure that you test your follow up survey template after you've accomplished configuring it.

Easiest way

Accelerate document management with the PeerBie bot

Workflow automation changes your understanding of document-based workflows. Experience the transformative potential of WorkFlow's powerful automation features, increasing communication, collaboration, and efficiency. 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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