This bot is available for free, and its usage does not consume credits. For more information about credit usage, refer to this article.
General
Create and assign tags to packages automatically based on predefined conditions at specific steps in a workflow.
Use case: In an onboarding workflow, the Tag Packages bot adds a tag like Finance-Reviewed after a financial document is processed, based on values in the form. This allows teams to later filter packages by tag and track progress across departments efficiently.
How to set up
To add the bot:
1. In the step settings, select Add bot or click the plus icon after a specific action.
2. Choose Bot and search for the Tag packages bot.
3. Click on the bot to install it.
Trigger
A trigger is an event that causes the bot to start working. The moment of the bot's activation depends on its placement in the flow:
If the bot is added after a step or any other element, it will run once that element finishes its job.
If within the step, the bot will run based on the trigger you specify. Choose the trigger type most relevant to your case:
According to this, select the bot's trigger type that will be most relevant to your case:
Trigger type | Description |
Step started | The bot activates when you start the workflow |
Document opened | The bot activates when signers start filling out the documents or switch between them. |
Field changed | Use for cases where a response or action is needed immediately after a user enters or updates information in the specific field. Select the document and the field that the bot should pay attention to complete the setup. |
Document completed | The bot activates once the signer completes a document you specify in the trigger settings. |
Action settings:
Select the method for generating the tag name by choosing an appropriate value type:
Fixed: assign a static, unchanging tag of your choice.
Signer details: use information from the signer, such as their name or email address, as the tag value.
Document field: automatically generate the tag from a value entered by the signer in the document.
Date and time:create a tag based on the current date, time, or year when the document is signed.
Input parameter:use a workflow-level input parameter.
Testing
In the Test section, check how the bot works by selecting Test. You will see a success message if everything is set up correctly. If there are issues, review the connection, mapping, or trigger configuration.
If you skip testing by selecting Skip testing, you may miss issues with the bot setup. Testing is recommended to ensure everything works as expected.
Conditions
Set conditions to control when the bot activates, tailoring it to your specific needs for more efficient automation. For detailed guidance, refer to this article.
Advanced settings
This section allows you to choose how the process proceeds in case the bot fails:
Select Proceed to allow the workflow to move to the next signer and automation if the bot isn't crucial.
Select Stop if the bot is critical; this prevents the next signer from receiving documents if data wasn't pre-filled from the source of your choice.