![Bot logo](/preview/explorebots/sales/pointforward.png)
Extract from PointForward Bot
Automating document workflow optimizes the sales teams post-sale efforts, resulting in improved sales results. Enhance collaboration and increase efficiency with the PointForward Bot, which requires no coding.
Try automation, it’s free!
Please note: Extract from PointForward Bot is not available yet.
This integration is still in development and will be added as soon as possible. Contact us for more status updates.
Meanwhile, you can automate your workflows using 100+ no-code bots currently available in airSlate.airSlate is a all natural platform that connects people and their company processes via RPA and DPA tools
airSlate is a all natural platform that connects people and their company processes via RPA and DPA tools. Its amazing automation Bots, like the Extract from PointForward Bot, activates teams and makes them more collaborative, and more on top of their job. Try it yourself.
What the Extract from PointForward Bot does
Use the Bot to build productive, automated workflows, that any employee can create and manage by themselves. Configuring the Bot is simple and only takes a few minutes. Simplify data routing processes.
When to use the Extract from PointForward Bot
Use the smart Bot to automate workflows, connect people, and boost productivity. Create a unified digital environment for efficient work. Collaborate effortlessly across teams and entire organizations.
Get your automated workflows up and running in minutes with the Extract from PointForward Bot. No coding required.
Step 1
Install and configure the Bot
Select the Extract from PointForward Bot from the library of automation and integration Bots. Try searching by name or browsing the Bot categories. Add the Extract from PointForward Bot to your workflow and start configuring it without coding or APIs.
Step 2
Add simple “if-this-then-that” logic
Add conditions that define how and when the Extract from PointForward Bot will run. Conditions can be based on data, dates, names, and user roles. Once the bot is enabled, run the workflow and observe the Extract from PointForward Bot in action.
Install Extract from PointForward Bot to automate your workflow
How to use the Extract from PointForward Bot
Along with airSlate, you can make customized, clear workflows that will help your teams manage crucial processes in a single integrated and secure Workspace. Our reliable no-code applications, such as the Extract from PointForward Bot, will assist you to be more productive and avoid problems when working remotely.
Make use of the guidelines beneath to setup the Bot with no bother:
- 1.Create an airSlate Business Cloud account if you don’t have one and log in.
- 2.Start a Flow with a new Document Flow or use a ready-made template.
- 3. Select Bots and select the Extract from PointForward Bot from the collection.
- 4. Read about it just before clicking Install Bot.
- 5. Evaluate which to do if the Bot fails (Proceed with Revision or Block Revision).
- 6. Press Apply setup to accomplish the settings.
Configure the Extract from PointForward Bot and make use of an elevated document Flow with fewer errors, fast business processes, improved compliance, longer and an overall better customer and employee experience.
Other Bots often used with the Extract from PointForward Bot
Uncover more possibilities to your company using the Extract from PointForward Bot
Do you feel stressed by information and also the never ever-concluding channels of tasks? Make a intelligent shift by leaving these people to automation.
Our cloud-centered automation option characteristics lots of Crawlers robust sufficient to manage just about any mundane information-weighty job generally performed by humans. Learn how to put in place and obtain the most out of the Extract from PointForward Bot by following the next guidelines.
How to put together the Extract from PointForward Bot and automate repeated and dull obligations
- Sign up an account if you're new to airSlate, or log on to the pre-existing 1.
- Create and personalize your Workspace. You may want to put in place as many section-distinct Workspaces since you need.
- Select the All Runs tab about the kept to generate a new one or join a current 1.
- Surf the huge local library of pre-made papers web templates, create 1 from scratch, or post your very own varieties.
- Change content material and make it fillable by having intelligent career fields.
- Create distinct dependencies between career fields by making them conditional.
- Choose the Extract from PointForward Bot in the local library and include it with your work-flow.
- Configure the Bot and add the situations that'll ensure it is work depending on predetermined reason. Keep in mind that situations might be connected to consumer jobs, dates and frequency and information.
- Look at and add more Crawlers to automate other areas of your own work-flow.
- Commence the Circulation and view when the Bot has become allowed effectively.
Now to you. Enhance your company's processes easily and utilize the Extract from PointForward Bot and also other Crawlers to relieve day-to-day papers program once and for all.
![Illustration for How to Guide section](http://cdn.airslate.com/landings/874/images/_modules/sections/how-to-guide/advanced-v2/doc-template-illustration.png)