Automate Document Workflow

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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.
Assemble multiple documents into a dynamic logical package based on business rules, recipient details, and document data.
Avoid errors and wasted time by having the data from CRMs, databases, and spreadsheets to fill the document fields.
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.
Update records in CRM, databases, and spreadsheets with the data from the documents.
Attach signed documents to the corresponding records in CRM and other applications.

Tangible benefits of document automation

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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.
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esignature-solutions

Automate your document workflows in hours

Already using airSlate WorkFlow? Log in

Your quick guide to get started with airSlate WorkFlow

WorkFlow is designed to revolutionize how businesses handle document workflows. With its no-code platform, businesses can achieve seamless workflow automation without technical expertise. From document processing automation to real-time monitoring, WorkFlow simplifies complex tasks, enabling faster setups and enhancing productivity. Offering flexible pricing, comprehensive integrations, and enterprise-ready security, it’s the ultimate document automation solution for businesses of all sizes.

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

Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
Contact Support

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.

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Power up your business with document automation

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