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Self-paced
Automation Bots
1572 students
30 minutes
Is it possible to automate without any coding skills? Now it’s easier than ever! Learn how to delegate tedious, time-consuming tasks to no-code software robots in just a few clicks.
About this course
This course acts as a comprehensive guide to automating the most typical and repetitive document-based tasks, such as sending email notifications and reminders, renaming and sorting documents, and much more. You’ll develop a familiarity with the different bot categories responsible for these types of tasks, how to configure them, and go over different use cases for applying no-code automation.
By the end of this course, you'll be able to automate your routine document workflow tasks without any knowledge of coding or external assistance.
What’s included?
lessons to explain the automation setup process and how to apply it
quiz to consolidate your knowledge & test new skills
badge to showcase your new skills
What will you learn?
How to automate the most common document workflow tasks
How to ensure the bot performs a task the way you intend
How to track your 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
Related workflows
Start learning today
Sign now for free
Develop skills for using Automation bots to maximize the efficiency of your workflows
Manual data entry is a thief of time and an enemy of productivity. Think about how much time your employees spend manually performing the same tedious tasks, day after day, and how much it costs your business. Luckily, with workflow automation solutions like airSlate WorkFlow and its no-code bots, you can automate your regular workflows and eliminate errors and inefficiencies of such work. You may think doing so requires long and costly learning to acquire the necessary skills. However, airSlate Academy provides quick bot and automation training, online and free of charge.
What is a bot in workflow automation?
A bot, short for “robot,” is a piece of software built to perform a particular, often time-consuming, task. These pieces of code are not meant to replace people in the workplace but to handle tedious, repetitive actions for them. Robotic process automation bots can do their job on a schedule or around the clock based on if-this-then-that logic. Thereby, employees can better focus on their customers and the company’s more important tasks instead of wasting time on routine, manual work.Unlike many other solutions, airSlate WorkFlow offers no-code automation bots, so there’s no need to create them from scratch. Our bots are already programmed for particular functions and don’t require coding from your side. Even employees with less technical skills can install and configure them according to their business needs in up to ten minutes. But, no matter how easy the software solution is, it requires learning how to use it properly. We recommend you join our online training to explore what RPA tools airSlate WorkFlow offers and how they work.
airSlate Academy: top courses for bot and automation training
airSlate Academy is the best place to take automation courses online. It’s a comprehensive learning platform that shows you how to effectively automate your regular business processes. It leads you through airSlate WorkFlow functionalities, from the fundamentals to complex solutions to automate almost any document workflow tasks. After each course, you can take a quiz and receive a certificate confirming your competencies and skills.Why is it so important to take automation courses?
You should always explore the functionality of the software before implementing it into your business activities. airSlate Academy makes this process quick and easy both for people new to automation and those experienced with airSlate WorkFlow thanks to the following:- All information is provided in a simple and clear manner.
- There are visual demonstrations of typical workflow configurations.
- You’ll explore real use case examples.
Bot training course structure
Automation bots are a large category that include bots for: sending email and SMS notifications once the document has been opened or completed; creating custom reminders that are sent to document recipients to complete and sign forms; adding and deleting tags; and renaming completed forms. Throughout the course, you will:- Learn what bots are and what they can do for you in your day-to-day activities
- Learn how to install automation bots with step-by-step screenshots
- Focus on bot execution conditions and advanced settings
- Watch a video example of bot configuration for a real use case
- Take a quiz and complete practical tasks to reinforce your knowledge
Enroll today to become more productive with airSlate WorkFlow tomorrow!
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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Robotic process automation (RPA) refers to the use of small software solutions preprogrammed to complete specific repetitive tasks. These programs are called robots or simply bots. Robotic process automation bots aim to liberate employees from manual routines and automatically complete digital tasks without the support of humans. These pieces of code can pre-populate forms, transfer data between documents, create email notifications, send reminders, create events in a calendar, update information in CRM systems, etc.
With airSlate WorkFlow, you don’t need to create bots to provide automation for your workflows. Our team has already programmed them for you, so you only need to add them to a particular business process and set them up. The configuration process is straightforward and takes up to 10 minutes. During the installation, you need to provide rules and conditions for the bot to work. airSlate Academy offers free bot training programs for the most popular airSlate WorkFlow RPA tools with practical examples and quizzes. After the learning ends, you will be able to implement our no-code bots into your workflows in no time.
Robotic process automation bots are generally classified into unattended (or server-based) and attended bots. The first ones provide full automation for defined actions without any human intervention. Attended bots work based on human activities and help to automate repetitive business tasks, such as pre-filling documents in real time. Also, we can divide these robotic tools by the sort of task they perform: automation bots help automate workflows, and integration bots connect two applications and provide smooth data transfer between them. Apart from these, airSlate WorkFlow offers two extra types of bots - for data movement and permissions.
Workflow automation is the process of using software solutions that work with if-this-then-that logic and automate typical business processes without human interaction. The most common examples of workflow automation are task creation, invoice generation and approval, new employee onboarding, and vacation approval. airSlate WorkFlow provides a set of no-code robotic process automation bots so you can complete such tasks without manually entering data. No-code means you don’t need to create bots from scratch but only need to add them to a particular workflow and set up rules and conditions to make them work correctly.
airSlate Academy is the best way to quickly learn about bots and automation that apply to the most recurring business processes. Our training provides free learning programs covering the platform’s fundamentals, how to create a workflow from scratch or customize an existing template, and how to install our bots. Apart from that, there are quizzes to reinforce your knowledge, practical tasks, and videos showing how the platform works for the most common use cases.
airSlate Academy is the best way to take automation courses online. This comprehensive learning platform covers all aspects of bots and automation with real use case examples and video guides on streamlining your document workflows. All courses are free and easy to learn to enable you to start improving your business processes anytime.
Automation Bots
The Automation Bots course is designed to provide you with a comprehensive understanding of how to utilize and configure various automation Bots within airSlate WorkFlow. The course covers Bots types, settings, and the setup process, ensuring that you can automate tasks effectively to enhance your workflow efficiency.
What you’ll learn:
- How to classify different types of automation Bots and their purposes: Learn about the various types of Bots available and their specific functions in workflow automation.
- How to distinguish between various Bot settings and configure them: Gain knowledge on the settings for different Bot types and how to customize them for your needs.
- How to set up an automation Bot to ensure it performs tasks as intended: Master the setup process to ensure Bots perform their tasks effectively within your workflows.
Key takeaways:
- Classification of Bot Types: Understand the different types of Bots in the Automation category, such as Documents Bots, Email Bots, Reminder Bots, SMS Bots, and Tags Bots. Learn the specific functions of each Bot type and how they contribute to workflow automation.
- Bot Settings Configuration: Gain detailed knowledge on configuring Bot settings for different Bot types. Learn to set up notification recipients, customize messages, connect to external accounts, and define schedule details for reminders.
- Automated Workflow Setup: Understand how to add Bots to workflows and configure their execution conditions based on document data, recipient information, dates, and other criteria. Learn to manage advanced settings such as frequency of Bot actions, handling Bot failures, and assigning tags to workflow instances.
- Practical Use Cases: Explore real-world examples, such as using the Email on document completion Bot to automate the process of notifying HR managers when employees complete training forms.
Course outcomes:
Upon completing this course, you will be equipped with the skills to identify and configure the appropriate automation Bot for any task within airSlate WorkFlow. You will be able to set up Bots, customize their settings, and ensure they perform tasks automatically and accurately. This will streamline your workflows, reduce manual intervention, and increase overall productivity. Enroll in this course to master the art of workflow automation with airSlate's powerful Bot functionality.