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Self-paced
No-Code Bots: the Ultimate Guide
5781 students
40 minutes
Looking for a no-code tool capable of managing every routine task in your document workflows? Discover how user-friendly software bots enhance work efficiency.
About this course
This course will teach you how to automate any repetitive task related to data transfers, access control, email notifications, and other document-based processes with the help of no-code bots. The course will take you through the different bot categories and types, their working principles, key features, and benefits for your document workflows.
By the end of this course, you'll be able to select the bot that is most suitable for your use case, configure its settings, and track the workflow process.
What’s included?
lessons to explain the basics of no-code bots
quiz to consolidate your knowledge & test new skills
certificate to showcase your new skills
What will you learn?
How to get started with no-code bots in airSlate WorkFlow
How to automate repetitive document-based tasks
How to eliminate data errors and inaccuracies
How to track workflow progress and troubleshoot
Who is this course for?
Anyone interested in automating document-related tasks
Anyone looking to master workflow automation without coding
Those who want to advance their career with new skills
Start learning today
Sign now for free
How do no code tools benefit your processes?
Bots are software robots that help you automate document workflows easily and accurately. They perform specific tasks or sets of tasks without the need for human supervision.
Automation Bot helps you solve all the problems associated with mundane and repeatable tasks. You can easily optimize all of your daily processes and ensure that your employees focus on what’s important. Instead of wasting time double-checking and verifying your data, you can rest assured that there are no manual mistakes.
With the power of automation Bots, you can easily set all of your workflows on the right path. No more miscommunication or confusion with your essential workflows. Excel with workflows of any complexity in just a few clicks.
Why is it better to use automation Bots?
Workflow automation solutions are crucial to your business's success. Automation solutions like airSlate WorkFlow significantly alleviate your department or small team's daily processes. You ensure the accuracy and efficiency of your operations, choose more eco-friendly practices, and save paper-associated costs like printing your forms and documents or copying them physically. airSlate Workflow and automation Bots don't require any additional tech training or specific knowledge to optimize your workflows. Virtually anyone can start using the software and set up a complex workflow without the help of the IT department or third-party specialists. At the same time, solutions like airSlate WorkFlow are perfect for small and mid-sized businesses. It offers all essential features relevant to your operations without having to overpay for redundant functionality. airSlate WorkFlow uses Bots to customize each operation individually, create a document, send notifications, rename a workflow, transfer relevant data, and more. These software robots do not require installation, so you do not have to buy expensive equipment or spend money on their maintenance.What processes can you automate with airSlate WorkFlow?
Automation bots can't make a cup of coffee for you, but they improve the processes associated with documents and their completion. Take a look at some actions airSlate WorkFlow Bots can effectively do without any effort from you:- Notify recipients about completed actions.
- Send reminders.
- Control access to information.
- Archive files.
- Pre-fill information.
- Export data.
- Build integrations with CRM, messengers, task-managers, and databases.
airSlate WorkFlow offers you more than 70 different Bots connected to document and record management, and this extensive list continues to grow.
How do you start using airSlate WorkFlow automation Bots?
You don’t need additional knowledge or training besides the airSlate Academy course to start using airSlate WorkFlow Bots. It is a matter of a few clicks to configure and set up integration Bots like Zapier or Insightly or manage data movement Bots like Save to Dropbox. All you need for airSlate WorkFlow is a basic understanding of work principles. With this knowledge, you can find the appropriate course from the airSlate Academy and learn how to improve your automation skills one step at a time. Learn more about:- Bot types.
- Bot configurations.
- Bot management.
- Bot setup use cases.
Do I need to learn about no-code tools if I don't have my own business?
The airSlate Academy has many courses that help you with document workflow automation. The airSlate Academy adds value to your career as a specialist and allows you to advance further. Whether you are a project manager, an office manager, a healthcare specialist, or anyone who deals with documents, you can benefit from taking our online training. Start your journey to becoming a no-code bot builder specialist today!
Questions & answers
Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
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Broadly, bots serve as tools for workflow optimization to reduce the amount of purely manual tasks that human staff must carry out as a part of their routine. More specifically, every bot performs a specific action to which it is programmed, such as user notification, data export, document creation, and much more. If you have further questions on “what is a bot,” take a 40-minute training course and learn details about their functionality and how they could benefit your business.
All the airSlate WorkFlow bots follow simple ‘if-this-then-that’ conditions. After you find the right bot automation, you can configure specific conditions for your selected bot to act within this logic. After configuring and launching, it completes assigned tasks automatically once the set conditions for it to work are met.
If you want to automate a particular process in your workflow, you do not need any technical background or coding skills. All automation bots and configurations are accessible online in a clear and intelligible interface that will guide you through our setup experience. To learn the ins and outs of bots settings, take our free course, Understanding bots, and master your document workflow automation.
In the context of airSlate WorkFlow, bots are software tailored for a particular task. If you don't want to perform a specific task manually, you can set up a bot to do it for you. This technology helps reduce the time spent on unengaging or purely manual tasks and gives the team more space to work on more intellectually challenging assignments.
airSlate WorkFlow software bots can perform a variety of tasks. Their capabilities range from sending notifications once someone completes an expected action to updating and creating records in your CRM to filling online tables automatically. Browse the airSlate WorkFlow bot library to find the right automation to improve your workflow. We named most of them after the tasks that they automate.
We’ve defined bot types by actions they perform. Such types include Automation bots, Data movement bots, Integration bots, and Permission bots. We’ve also systemized integration bots by the platform they integrate with. For instance, there are bots made to integrate with Airtable or Zoho. To learn how different bot types work, take this short, interactive course and choose bots that perfectly fit your business goals.
No-Code Bots: the Ultimate Guide
The No-code Bots: The Ultimate Guide course is designed to help you master the automation of routine, repetitive tasks within your document workflows using airSlate WorkFlow. Through this course, you'll learn how to set up no-code bots, configure their settings, manage their operations, and ensure their successful execution to save time, eliminate human errors, and streamline your processes.
What you’ll learn:
- The fundamentals of no-code bots in airSlate WorkFlow and their various types: Understand the basics and different types of bots available for automation.
- The specific actions bots can automate within your document workflows: Learn about the various tasks that can be automated using bots.
- The step-by-step process of adding a bot to your workflow and configuring its settings: Get practical instructions on setting up and customizing bots.
- Effective management of bots and tracking their progress: Discover how to efficiently manage and monitor the performance of your bots.
- The complete setup process of a bot, from start to finish, including result verification: Learn how to fully set up a bot and verify its results to ensure it meets your needs.
Key takeaways:
- Understanding Bot Types: Differentiate between various types of bots and understand their specific use cases within your workflows.
- Bot Configuration: Gain practical skills in configuring bots to automate tasks tailored to your specific needs.
- Bot Management: Learn how to manage bots efficiently, including updating, duplicating, disabling, and removing bots.
- Progress Tracking: Develop the ability to track and analyze a bot’s progress to ensure successful automation and resolve any issues that arise.
- Practical Application: Apply your knowledge through practical use cases to see the real-world impact of automating document workflows.
Course outcomes:
By the end of this course, you will be able to understand the different types of bots and choose the right one for your specific automation tasks. You will gain the skills to set up and customize bots to perform desired actions within your workflows, ensuring they operate according to your requirements. Additionally, you will be able to track the performance of bots, analyze their activity, and troubleshoot any issues using the Bots log and other monitoring tools. Finally, you will continuously optimize and maintain your bots to ensure they are up-to-date and functioning correctly, adapting to any changes in your workflows.