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Self-paced
Email on Documents Completion
3923 students
15 minutes
Are you looking to track when exactly your documents are completed and where they will go next? Stay on top of your documents’ completion by receiving automatic emails with completed documents attached.
About this course
This course takes you through the most effective way to increase productivity and improve transparency within your most critical document workflows. You’ll learn how to save time and resources spent on tracking the status of documents and preventing missed deadlines.
By the end of this course, you'll be able to customize and automate email notifications once documents are completed and receive completed copies right in your inbox.
What’s included?
lessons to explain how to notify recipients on documents completion
quiz to consolidate your knowledge & test new skills
badge to showcase your new skills
What will you learn?
How to stay in the know once your documents are completed
How to make document completion seamless for you and your recipients
How to ensure your recipients receive completed document copies
Who is this course for?
Anyone interested in ensuring seamless and timely document completion
Anyone looking to maintain transparency in their document workflows
Those who want to advance their career with new skills
Related workflows
Start learning today
Sign now for free
Prevent lost forms: how to create a bot notification on documents completion in airSlate WorkFlow
At the present time, the average business produces an enormous amount of paperwork. Contracts, letters, purchase orders, invoices, client applications, and documents are created and shared daily. It’s no wonder that people often get tangled up in papers and simply forget about having received them or the need to send them back after completing them. How often have you faced a situation when your colleagues or partners held up sending documents back to you after they filled them out and signed them? You know they’ve received your draft by email, but have they completed it or simply forgotten about it in their other files? And how much time do you usually spend reaching them, asking whether they’ve finished signing your sample, and reminding them to email it back? Dealing with one issue doesn't take too long, but it becomes problematic and rather prolonged with dozens of forms. There’s a clear solution. A notification bot embedded into your workflow will help you stay in the know about every aspect of what’s happening to your documents and where they’re at any given time.
What is a notification bot, and how does it help?
Bots (software robots or robotic software) are small programs built into applications and platforms for performing repetitive tasks and automating regular processes. Today, they are widely used over the internet to respond on social media, in e-commerce to respond to simple client requests or questions, or to send push notifications to make someone complete an action (e.g., to update the system on your device) or communicate some information (e.g., about a new message received). This last type of robotic tool represents the kind of notification bot we cover in this short article and is widely used in workflow automation.
We all use different kinds of notification software when enabling alert messages in our email settings to stay informed about when our recipients get our mail in their inbox or when they open it. It’s very helpful to know that your message reached the recipient, especially when sharing important documents. But how can you be sure that a message is not only opened but filled out too? Standard email platforms’ settings don’t provide users with such an option. So, what’s the answer to how to make a bot send you a push notification upon form completion?
How to create a bot for notification in airSlate WorkFlow
airSlate WorkFlow provides users with ready-to-use robotic process automation tools for just about any business workflow, including sending and receiving automated alerts for email, SMS, Slack, Twitter, MS Teams, and Salesforce. A workflow can contain several bots at the same time to help you track document progress. For example, you can install a notification bot to be informed when your recipient opens an agreement you sent for approval. Also, you can add a post-finish notification bot to receive a message once the agreement is completed and signed. If you want to get messages about a sent email and are looking for how to make a bot send you a push notification, choose the Email on documents completion bot and add it to your workflow.
This notification bot helps users keep track of their forms. After being notified about a document’s completion, you can instantly proceed with the next steps of your workflow, allowing you to run your workflow faster and more efficiently.
It’s very intuitive and easy to install, so the level of your technical skills doesn’t matter. Once you’ve added it to the list, you need to specify the emails where alerts should be sent. As a workflow owner, you can choose specific teammates to be notified of when a form is filled out.
If I correctly set the airSlate WorkFlow bot to complete a form, will it email it to me upon completion?
Notifying you about a document’s completion is not the only thing the bot offers. While configuring its settings, you can also select documents to attach to the email notification. This assures that you receive the documents you’re interested in staying up to date on.
If you join the airSlate Academy, it’s really easy to learn how to create a bot to notify you upon document completion. Many courses cover how to properly set up notification bots and explain how they work with common use cases. Take the Email on Documents Completion bot course. Improve your workflows with airSlate Workflow!
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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A bot is a software robot that performs actions under specific conditions based on recipient actions, internal airSlate WorkFlow triggers, and external third-party service triggers. Regarding email notifications, the airSlate WorkFlow bots are classified by two criteria: those that act once a recipient starts working on a document, and those that act once a recipient completes a document.
A notification bot is an RPA solution that automatically reports when a particular action is completed. For example, when your client fills out and signs a document. The notification bot will instantly inform you. What that does is create an environment that prevents forms from getting lost in workflows. If you want to know more about how to make a bot send you a push notification when someone finishes a document, check the relevant course at the airSlate Academy.
Yes, airSlate WorkFlow provides users with different RPA tools for sending alerts. You can choose a notification bot that’ll inform you with an email when your parties open an agreement or complete it. There are also options to get messages in Slack or inform your Salesforce contact about changes made to your form. Check them in detail by following the airSlate Academy courses dedicated to bots.
With airSlate WorkFlow, the bot setup takes about 10 minutes. On the workflow configuration page, click Install bot and choose the Email on documents completion from the list. To set it up, add emails for everyone you need to notify when your form is completed. Customize the text, if needed, attach the completed form, and add conditions for when your notification bot should be triggered.
It depends on the purpose of the alert messages you’re looking for. Marketing notifications to visitors on your website require unique settings. Mobile alert messages are typically easy to enable. If you’re looking for a solution for how to make a bot send you a push notification regarding the completion of your documents, try using airSlate WorkFlow. Take the airSlate Academy courses that are completely free of charge and find out how to configure and utilize bots for almost every kind of task.
If you’re working with Google Forms, check out its Help Center and look for the appropriate add-on. If you’re looking for how to create a bot for notifications upon completion of a form in airSlate WorkFlow, then check out the airSlate Academy and pass its Email on documents completion course. You’ll get detailed guidance on how to set up your notification bot correctly and what additional conditions you need to apply to your workflow to make it work properly.
airSlate WorkFlow features no-code bots that are ready to use and don’t require special technical competence. Some of them inform you when recipients open your document, others notify you when your forms are completed. If you want to keep track of when your document is completed, add the Email on documents opening bot to your workflow. The configuration process is straightforward and fast. You’ll never lose a form or miss deadlines again.
The price depends on the software you work with. With airSlate WorkFlow, there’s no need to pay to create a bot because, within your Workspace, you have access to hundreds of different Integration and Automation bots. Each subscription plan enables users to set up automated notifications upon a document’s opening or completion. Check the airSlate WorkFlow pricing page to see the entire list of features you get in each plan.
Take advantage of airSlate Academy’s free courses. They’re created for everyone who wants to learn about workflow automation. After passing its Fundamentals and bots training, choose the course about the Email on documents completion and Email on documents opening bots. It covers the typical use cases and how to correctly configure every setting to make the bot send you a push notification once a form is opened or filled out.
It depends on your settings when installing the notification bot to your workflow. Once you’ve uploaded your form(s), added your email for notification (or several emails if you want to notify additional parties), and customized the text for the message, you can proceed to specify the conditions prompting the bot to act. After you finish configuring the necessary settings, the bot will inform you about the completion of a document(s) and email it to you.
Email on Documents Completion
The Email on document completion course from airSlate Academy teaches you how to configure the related bot in airSlate WorkFlow and how to notify team members via email when a document is completed. This course is created for professionals relying on timely document processing and notifications to ensure workflow efficiency and productivity.
What you will learn:
- How to set up notifications about form completion and define people to be notified
- How to customize an email message according to your needs
- How to set different types of conditions for when to send automated notifications
- How to choose what happens if the bot fails
- How to create text tags to search the completed documents faster
Course lessons include:
- Introduction to the Email on documents completion bot:
- Understand what a bot is, its functionality, and typical use cases.
- Selecting notification recipients:
- Discover how to set up recipient options and customize email messages.
- Setting bot execution conditions:
- Explore the definition of the "if-this-then-that" conditional rules for effective notifications.
- Get instructions on the advanced bot settings, including its actions when handling incomplete setups and dealing with errors.
- Integrating text tags for efficient search:
- Learn how to create and utilize text tags to make document navigation and retrieval faster.
Who should enroll:
This course is designed for HR managers, project coordinators, administrative personnel, and anyone who is often overwhelmed with paperwork and requires automated communication for enhanced efficiency.
By the end of the course, you will be proficient in configuring the Email on documents completion bot. This skill set will help you streamline communication with your team members and keep them informed and up-to-date with minimal manual intervention. Enroll now to automate your document processes and boost your team's productivity!