Your business runs on documents Automate it with WorkFlow

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1

Use multiple launch options for your workflow

1

Initiate the document workflow from your CRM, from URL in an email or a web page, from WorkFlow management application, or trigger it automatically by schedule or data changes in your applications.

2

Create a package of documents

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Assemble multiple documents into a dynamic logical package based on business rules, recipient details, and document data.

3

Populate documents with data from CRMs and databases

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Avoid errors and wasted time by having the data from CRMs, databases, and spreadsheets to fill the document fields.

4

Route the documents to the right people based on business logic

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Documents are sent to specific recipients based on the document data, previous signatories, and business rules. For example, any travel expense over 10K needs CFO approval.

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Update CRMs and databases

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Update records in CRM, databases, and spreadsheets with the data from the documents.

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Attach signed documents to records

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Attach signed documents to the corresponding records in CRM and other applications.

Tangible benefits of document automation

Get started

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

Sales Ops/CRM Admin
Line of Business Operations
IT

Order forms

Learn how to configure and put your Order Man...

Purchase contract

Automate tiresome and error-prone parts of your...

Leads intake

Take your document-driven operations to the nex...

Proposal management

Discover how to set up and put your Business Pr...

Human resources:

Performance management/reviews

Speed up your information collection with Perfo...

Benefits management

Speed up your information collection with Benef...

Hiring process

Enhance your data gathering with Recruitment In...

Employee onboarding

Improve your data collection with Employee Onbo...

Legal:

Court documents

Automate your Privacy and Confidentiality Polic...

Contract/agreement

Secure and safe Client Contract Renewal Agreeme...

Healthcare:

Intake form

Automate your Patient Intake template and manag...

Different exam results

Automate your Eye Exam template and manage othe...

Education:

Application processes

Optimize your Operations & Procurement departme...

Academic progress

Ease your day-to-day workflows with Academic Pe...

Supports LOBs

Try out Desktop Support Request automation by...

Helpdesk & tech support

Try out IT Help Desk Survey automation by airS...

IT request

Take your document-based operations to the next...

Data compliance

Automate your Report of Compliance Activity and...

User management

Try out Website feedback survey automation by...

Has your business outgrown eSignature solutions?

Download the whitepaper to learn how document automation can take your business to the next level.
Download now
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Power up your business with document automation

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