End-to-end automation without the complexity
Get started in hours, not days
Easily and quickly automate tedious repetitive tasks like filling documents, sending for approvals and updating records to meet specific business requirements.
Automate business logic
Add conditional logic and route documents via steps and branches using the easy-to-use drag-and-drop interface.
Connect with any system
Whether you’re working with CRM, ERP, a database or a marketing automation system, you can seamlessly integrate with them at the click of a button.
Why document automation?
Documents are the lifeblood of your business. The right set of documents, with the right data, should get to the right people. Any mistake or delay is costly and damaging.
airSlate WorkFlow delivers complete document automation even for most challenging requirements.
- Define your documents lifecycle visually without any coding
- Include the required business logic and data integration into document processing
- Keep full control over the documents routing, monitor it and intervene only when necessary.
Document Automation solutions for every business
Guiding your automation journey
WorkFlow Academy
Learn how to implement document automation into your business workflows through free certification courses.
Blog
Discover the latest automation trends, insights, and productivity tips to keep you ahead of the curve.
Videos
Explore our YouTube channel for engaging product demos and document automation use case videos.
Partners
Learn how partnering with airSlate WorkFlow can bring additional benefits and revenue opportunities.
Webinars
Join our live expert-led webinars showcasing automation trends, insights, and product updates.
Automate your document workflows in hours
Your quick guide to get started with airSlate WorkFlow
How to start using WorkFlow
1. Sign up for airSlate WorkFlow Create an account and set up a secure workspace for your team. Enjoy a free plan to explore advanced product features.
2. Navigate to the visual workflow builder Once logged in, start creating custom workflows using the drag-and-drop interface. Add conditional logic and branches to create smarter automated processes tailored to your needs.
3. Integrate data sources and CRMsLink your workflows to CRMs or databases for automated document processing. Populate forms with CRM data, use workflows to update systems, or store completed documents directly in repositories
4. Configure workflow triggersSet workflows to launch based on schedule, events, or data changes. Start workflow from your CRM and deliver launching links by emails and portals.
5. Monitor and optimizeUse real-time monitoring tools to analyze workflow performance. Adjust and refine processes for better results over time.
Getting started with WorkFlow is quick and intuitive. Explore the platform’s dynamic document tools and automation capabilities to eliminate manual tasks and boost efficiency. Sign up today and transform your business processes with ease!
Questions & answers
With WorkFlow's no-code platform, streamlining document workflow automation has never been easier. Its intuitive visual builder allows you to create custom workflows, design dynamic document packages, and seamlessly integrate data with your CRM or databases. You can also manage access controls and automate workflow initiations based on specific triggers, ensuring efficient and accurate document processing.
Use WorkFlow automation platform that helps businesses streamline and automate their document-centric workflows. It integrates document creation, eSignatures, CRM and database connections, and workflow automation, allowing you to save time and eliminate manual tasks.
No, WorkFlow is a no-code platform. Its intuitive drag-and-drop interface makes it easy for anyone to create automated workflows without programming knowledge.
You can automate document creation, approvals, eSignatures, and integrations with databases or CRM systems. WorkFlow simplifies complex business tasks with its extensive automation capabilities.
Yes, WorkFlow features integration bots that connect seamlessly with popular tools like CRMs, databases, and other business applications to enhance your document automation.
WorkFlow adheres to industry-leading security and compliance standards, including HIPAA compliance, encryption, and secure data storage, ensuring your sensitive information is well-protected.
With WorkFlow’s no-code tools, you can set up workflows in minutes instead of hours, significantly reducing your time-to-value. Plus, our intuitive drag-and-drop interface makes setting up workflows a breeze for users of all technical levels.
