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hey everyone welcome back to the air slate video guide with a new helpful tip on how to leverage Automation in your day-to-day document workflows are you dealing with endless paperwork and redundant tasks when managing sales orders quotes and approvals in Salesforce with air slate you can seamlessly move from contacting leads and processing customer data to closing deals by automating the most critical document workflows within your Salesforce organization collaberion proposals autocreate contracts collect customer data and X Cube deals all without switching accounts or leaving Salesforce here are a few insights on using air slate to optimize your processes so you can focus on strategic initiatives not manual tasks air slate docx templates allow you to generate and customize documents with Dynamic and static data make them ready for redlining populate information from different sources and Route data to your Cloud systems to get started select the flow you're currently working on or create a new flow if you don't have one yet to start adding documents and forms go to add new drop down click create from scratch and select the document generation option then use the tag generator to add text tags to your document or insert tag syntax on your own when finished click save next right next to the step you need click Bots and then add bot to step choose pre-fill from a Salesforce record from the Salesforce category to automatically pre-fill a document with data taken from a Salesforce record child objects or PNG and JPEG files to add it to the step click bot once the bot is added the bot settings window will open connect your Salesforce account choose the Salesforce base object that contains the records you need select the data type you'd like to map and map Salesforce object fields to document fields finally adjust the search criteria for the starting record set conditions to adjust how and when the bot will act and click apply setup to enable the bot let's see what else you can do with air slate first of all there are two ways of automating your document workflows you can either build your flow from scratch by clicking the create new flow button or choose one of the pre-built flow templates browse the flow template collection from your dashboard and pick the one that meets your needs [Music] then set up your specific documents workflows and Bots you start by adding or creating documents and web forms in your workflow you can create them from scratch or upload documents from your computer or cloud storage customize the docs any way you want at fillable or signature Fields assign recipients to them and make Fields mandatory or optional and more next visualize your workflow drag and drop steps and name each one based on the role or responsibilities of those who complete it manage document recipients assign Fields or entire documents to them and add conditions for the step execution if necessary add branches if you need to send documents simultaneously to sebel recipients finally automate your workflow by adding no code Bots use the Bots to send reminders and notifications pre-filled documents transfer data upload records to your CRM and much more if you want to use the flow more than once you can make it a template just choose the save as template option when configuring your workflow once you've set up your workflow click Send so that the documents are completed by the right people you can also send the documents via SMS email or create a shareable link to add them to your website after your documents have been sent use the air slate dashboard to track their completion and all of the changes in your workflow for example you can see the status of your Flow by opening the all flows tab depending upon your role in the workspace and flow access permissions you may have different options available for example you can download send and remove a specific document view the Bots log to check if the Bots added to the workflow ran successfully and if not check the reason for failure if you have any trouble using air slate go to the support portal or get help from our support team want to develop new skills and gain recognition click the link in the top right corner to take one of our free courses if manual time-consuming tasks are slowing you down click the link in the description and try air slate for 30 days absolutely free [Music] thank you