Self-paced

The Email Notification Bot

Self-paced

The Email Notification Bot

Staying in the know when your recipient opens a document sent to them is always a good idea. For managing document workflows the Email Notification Bot does exactly that. Learn how to go through the Bot’s settings and adjust them to your needs.

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About this course:

This course illustrates how to automate email notifications and get notified when your recipient opens a document you sent to them. By the end of the course, you’ll be able to add the Email Notification Bot to your Flow and configure it to your needs.

What does this course cover?

This course explains how to customize a notification message, choose recipients, set conditions for when the Bot acts and add tags to make searching for Slates easier.

Why was this course made?

We created this course to teach individuals how to automate email notifications in order to stay informed about when their recipient starts to create the first Revision of Slate.

Who can enroll?

This course is for anyone getting to know airSlate. We also highly recommend taking the airSlate Fundamentals and Automation Bots courses.

The materials of this starter course include:

  • learning resources to help you set up the Email Notification Bot on your own.
  • practice sessions so you can consolidate learning through practical application.

What you will learn

How to set conditions for when email notifications will be automatically sent
How to select recipients for email notifications
How to create a notification message that will be emailed to recipients
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Duration 1 week, 3 hours
Certificate A verified certificate is included
Subject The Email Notification Bot
Level Intermediate
Language English
Price Free
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Earn a verified certificate to show off the skills you gain

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Receive an airSlate-issued certificate with the airSlate logo to verify your achievement and expand your career prospects.
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Post your certificate on LinkedIn or add it directly to your CV.

Achieve your career goals with airSlate’s advanced certification programs

certifications
Automation Architect
Learn how to make any process in your workflow run like clockwork. Automate each step using Bots and triggers and perform integrations with popular CRMs like Salesforce or MS Dynamics 365.
certifications
Business Process Analyst
Identify which processes in your workflow can be automated. Learn key metrics to propel your business forward and increase your return on investment (ROI).
certifications
Custom Bot Developer
Learn how to design and develop airSlate Bots — a powerful robotic process automation tool that can be customized using airSlate.
See the certificate sample

Become an airSlate Partner

Students who complete the airSlate Business Process Analyst certification program are welcome to become airSlate partners. Doing so can jump-start a career in business automation consulting and/or business analysis.

Learn more about airSlate partnership benefits

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Stay one step ahead with automated email notification capabilities

Setting up automation via email notification is the basis for any automation workflow. Doing so helps you control every step of your multi-level workflow from increasing productivity to getting rid of labor-intensive processes. Email reminders are key to easily keeping up with your team’s updates. The worst thing that can happen (other than losing the deal) is the deal slowing down because people aren’t completing their roles. If you are like millions of other businessmen and women out there you’re ready to increase process efficiency. This article introduces you to the airSlate Academy and the Email Notification Bot and how to use it.

Who would benefit from an email notification training course?

Anybody interested in automating document workflows that involve multiple parties would benefit from a course that teaches them how to use Bots for sending notifications. This course is for you if you want to learn how to:

  • Receive/send updates instantly
  • Automatically notify interested parties on all changes
  • Eliminate wasted time usually spent creating Gmail notifications
  • Focus on more critical tasks
  • Eliminate routine steps

How can auto notifications help my business?

Let’s imagine you sent a contract to a client. All the details are already agreed upon and all that’s left is for the client to execute it and get it back to you. To prevent anyone from forgetting their role, you track the status of the document. The reality is, even if you have a comprehensive audit trail, checking every step manually is a waste of time and takes a lot of your energy. A pre-set email notification that’s sent to each party after certain roles have been completed is exactly what our above scenario needs. Each notification should include the actions that occurred along with the document they occurred to and the person’s name who did it. When your processes have routine auto notifications, things get done smoothly.

For example, let’s take a look at airSlate. Slates are current revisions of the Flow you and your participants are working in. Customize an email notification message to keep everyone in the loop every time someone changes something. Adopting automation to your process makes it more flexible and efficient.

What does the course consist of?

The course combines the theory and practice behind enhancing workflow automation with automated emails. Each bit of information can easily be taken and applied right to an airSlate Flow in real time.

After completing the course, you’ll receive a certificate confirming your knowledge in business-level automation. Easily add it to your resume to show off your skills. Continue your education and jumpstart a career as an Automation Architect or Business Process Analyst.

Take the Academy’s other courses to improve your understanding of how automating workflows improves the way businesses operate. As of now, there are over 12 different courses that teach you valuable information like how to transfer data between different systems of record, send a form for filling out to multiple recipients and how to set conditional role-based fields.

How to automate notification settings in 3 simple steps

  1. Install the Email Notification Bot to your Flow.
  2. Configure the Bot’s settings.
  3. Click Apply and see it in action.

Get your Flow rolling without extra workflow automation software. airSlate is a no-code platform build for everyday office workers looking to make their jobs easier.

There are three different settings available while setting up this Bot:
  • General
  • Bot conditions
  • Advanced

Using the email notification settings to choose who sees the notifications and when. Use simple if-this-then-that conditions to automate email notifications in the Flow.

How to avoid overwhelming recipients with Gmail notifications

Your recipients are like you in the sense that they don’t like pointless notifications in their inbox. When setting up an email notification be considerate and only apply relevant conditions, e.g., if the Slate is opened on a certain date or by a specific person. Limit the number of notifications sent to something that gets the job done without annoying anyone.

How to create a helpful email notification that comfortably keeps everyone in the loop

With airSlate, you can customize your email notification in a way that delivers results. Put our advice below to use, and start building more effective messages.

  1. Write a short but informational title. The title Should be short but also immediately explain the message’s purpose. Include things like the name of the Flow, the signer(s) involved and the Slate’s status (opened or completed).
  2. Break the body into paragraphs. If your text is going to have more than 4-5 sentences, break it into paragraphs.
  3. Make sure the instructions are clear. Each recipient should know what you want them to do without them having to guess.
  4. Use the right tone of voice. Keep in mind that your recipients are probably busy. Just like you. Use a tone of voice that is positive and energetic. Avoid being boring or demanding.

Enroll in the airSlate Academy for free and start automating workflows of any complexity from the bottom up!

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