What Are Bots?
Bots (short for “web robots”) in Array are powerful, automated assistants that help you save time, reduce manual effort, and streamline repetitive tasks — acting like extra team members running quietly in the background.
From sending reminders and digest summaries to notifying internal or external users, Bots let you automate complex workflows so you can focus on what matters most.
Fully configurable
Run on form data
Notify internal or external form users
Customizable scheduling
Why Use Bots?
Save Time – Automate tasks that normally take hours
Reduce Costs – Replace manual processes with automatic workflows
Scale Effortlessly – Let bots run 24/7 while your team focuses on high-value work
Stay Informed – Get summaries, alerts, or notifications when it matters most
Getting Started with Bots
1. Open the Bot Market
Start by navigating to the Bot Market within Array. You’ll see a list of available bots designed for different tasks.
Each bot has two versions:
Internal Bots – Notify users within your Array account
External Bots – Notify people outside of Array (e.g., clients, vendors)
🧾 Note: Bots are add-ons and may incur an additional charge. Think of them as digital employees working around the clock.
Bot Setup Guide
Once you've installed a bot, you'll be taken to its configuration page. All bots follow a similar setup process, with slight variations depending on their purpose.
Here’s a breakdown of each step you may encounter during setup:
Step-by-Step Bot Setup
Setup Stage | Description |
Choose Form | Select the form you want the bot to work with. Each bot is tied to one form. If needed on multiple forms, install separate bots. |
Choose Trigger (optional) | Select a specific field on the form that must be completed to trigger the bot. If left blank, the bot runs after every submission. |
Choose Event Date Field | Select a date or time field that defines the event (used for reminders, digests, etc.). |
Choose Email Field (for external bots) | Select which form field contains the recipient’s email address. This is where the notification will be sent. |
Who Should Receive the Notification (for internal bots) | Choose one or more users or teams within your Array account to receive the bot notification. |
Choose Message Fields | Select the form fields you want to include in the message. These fields will populate the content of the notification. |
Set Event Notification | Choose when the notification should be sent: before or after the event date. Options vary by bot. |
Include Message | Add a custom message that will appear in the email or notification. You can add plain text or a detailed explanation. |
When Should the Bot Run? | Choose the frequency: hourly, daily, weekly, or monthly. This determines how often the bot checks and runs. |
Once completed, click Save to store your configuration.
Testing & Activating Your Bot
Before your bot goes live, it will be disabled by default. You need to test and activate it manually.
To Test the Bot:
Scroll to the bottom of the bot setup page
Click “Send Test Email”
A test notification will be sent to the user who created the bot
Tests work for both internal and external bots. External test emails will still come to the bot creator.
To Activate the Bot:
Toggle the Enable switch to ON (green)
Your bot is now active and will follow the defined schedule
Need to pause or make changes? You can update or disable bots at any time — full control is in your hands.
Internal vs. External Bots
Feature | Internal Bots | External Bots |
Recipients | Array users or teams | Outside emails (clients, vendors) |
Login Required | Yes | No |
Use Case | Internal workflows, team alerts | Client updates, appointment reminders |
Example Use Cases
Task | Bot Use |
Daily report summary | Use a Digest Bot to send an overview of new form entries |
Appointment reminders | Use an External Bot to notify users before scheduled dates |
Staff task notification | Use an Internal Bot to alert team members of new assignments |
Client updates | Use a Trigger Bot to notify external contacts of form status |
Bot Maintenance & Scaling
You can edit a bot at any time to change form connections, triggers, or recipients
Duplicate bots to reuse configurations on other forms
Delete a bot if it's no longer needed (just be careful – this cannot be undone)
Running multiple bots is normal. Think of each bot as a specialized helper in your workflow.
Need Help Choosing a Bot?
Not sure which bot is right for your use case?
📩 Contact our support team or use the chat widget in your dashboard — we’ll guide you through the best setup for your team’s goals.