airSlate Academy Courses

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A Roadmap to Digital Transformation
A Roadmap to Digital Transformation
Every day, SMBs struggle to overcome problems responsible for disrupting their growth. These problems range from a lack of proper planning, flexibilit...
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30 minutes
A Step-by-Step to airSlate Spreadsheets
A Step-by-Step to airSlate Spreadsheets
Manage your document workflows with spreadsheets in airSlate. Make operations error-free and data routing seamless. Learn how to reduce data input err...
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1 hour
airSlate 101
airSlate 101
Familiarize yourself with the basics of airSlate that are required for creating and managing automated workflows for your business....
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30 minutes
airSlate Bots: the Ultimate Guide
airSlate Bots: the Ultimate Guide
Bot is an office worker’s best friend, wouldn't you agree? Discover how airSlate no-code Bots come to the rescue when automating almost any repetiti...
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40 minutes
airSlate Contract Negotiation for Salesforce
airSlate Contract Negotiation for Salesforce
Streamline every step of contract negotiation in Salesforce with airSlate document generation, role-based access permissions, no-code automation, and ...
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30 minutes
airSlate Document Generation & Contract Negotiation Basics
airSlate Document Generation & Contract Negotiation Basics
Discover how to adapt airSlate document generation and contract management to boost the most crucial document workflows without hassle or risking data...
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30 minutes
airSlate Dynamic Web Forms and Their Types
airSlate Dynamic Web Forms and Their Types
Discover airSlate dynamic web forms and learn how to use them — from creating surveys to processing payments and routing data. Find out how to use t...
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30 minutes
airSlate for MS Dynamics 365
airSlate for MS Dynamics 365
Get the most out of Microsoft Dynamics 365 by integrating it with airSlate, a no-code workflow automation platform. Achieve maximum productivity from ...
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30 minutes
airSlate for NetSuite
airSlate for NetSuite
Discover how to increase NetSuite’s efficiency by integrating it with airSlate. Learn how to streamline team collaboration and get the most out of t...
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30 minutes
airSlate for Salesforce: Getting Started
airSlate for Salesforce: Getting Started
Discover how airSlate document workflow automation helps you eliminate repetitive tasks and accelerate your daily Salesforce operations....
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30 minutes
airSlate Functionality for Salesforce Teams
airSlate Functionality for Salesforce Teams
Start running automated workflows right from Salesforce, collaborate on them with your team, and simplify user management....
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30 minutes
Workflow Analytics with airSlate
Workflow Analytics with airSlate
Track your team’s progress and put updates and key metrics on autopilot in document workflows. Discover airSlate workflow analytics as a working sol...
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30 minutes
Automating Bulk Sends with airSlate for Salesforce
Automating Bulk Sends with airSlate for Salesforce
Discover how airSlate helps save time and minimize hassle when it comes to distributing documents with several Salesforce recipients at once....
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30 minutes
Automation Bots
Automation Bots
Automate without writing a single line of code. Sound unrealistic? Get familiar with airSlate Automation Bots and forget about manual work such as ass...
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30 minutes
Automation in Action: Industry Use Cases
Automation in Action: Industry Use Cases
Discover the value of business process automation in any industry for the most common use cases. Get familiar with the benefits of workflow automation...
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30 minutes
BPM Essentials
BPM Essentials
Business process management has been around for several decades and the traditional approach has already outlived its utility. The new era of BPM has ...
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20 minutes
Building Salesforce Workflows in airSlate
Building Salesforce Workflows in airSlate
Let airSlate no-code automation help you handle multi-level Salesforce document workflows, including parallel document sending, instant notifications,...
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30 minutes
Business Process Automation
Business Process Automation
Looking for ways to enhance business performance with minimal time and hassle? This course explains how to increase an organization’s efficiency and...
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30 minutes
Business Process Mapping
Business Process Mapping
The business landscape is constantly evolving — forcing businesses to achieve a higher level of control and management over their processes. Learn h...
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1 hour
Citizen Development: What’s It About?
Citizen Development: What’s It About?
Citizen development is one of the most popular trends in automation for streamlining business workflows. Learn how to release new products and service...
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30 minutes
Collecting Data for Salesforce Records
Collecting Data for Salesforce Records
Forget about time-consuming and error-prone data collection. Learn how to automate document workflows to collect customer data with ease and seamlessl...
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30 minutes
Automating Contract Management
Automating Contract Management
Contract management is a complex procedure by definition. Why not simplify it with workflow automation? This course will transform your perception of...
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30 minutes
Contract Negotiation
Contract Negotiation
The automated contract negotiation workflow streamlines the entire contract lifecycle, eliminates risks, and enhances collaboration. Learn how to crea...
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30 minutes
Automating Course Enrollment
Automating Course Enrollment
Academic institutions shouldn’t have to focus on documents instead of students. Unfortunately, there are piles of separate forms that have to be pro...
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30 minutes
bot
Create Event in Google Calendar
Simplify scheduling and planning by automatically creating events in Google Calendar using data from the completed documents....
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15 minutes
Creating My First Template
Creating My First Template
Discover a faster and more convenient way to create reusable document workflows for any department or industry. Save time by making edits to an alread...
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15 minutes
CRM Integrations: a Brief Outline
CRM Integrations: a Brief Outline
Heard of CRM but unsure what it means? You’ve come to the right place. Get familiar with the concept of a customer relationship management system in...
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30 minutes
Data Movement Bots
Data Movement Bots
Still transferring data manually? With Data Movement Bots you no longer need to waste time on these types of tasks. Learn how to set up a no-code Bot ...
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30 minutes
Designing My First Flow
Designing My First Flow
Familiarize yourself with the concept of a Flow, its key features, and understand how to monitor and track them....
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15 minutes
Different Ways to Create Documents from Salesforce Records
Different Ways to Create Documents from Salesforce Records
Find out how to keep the key information of any document workflow at hand by automatically connecting a Salesforce organization to airSlate....
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30 minutes
Digital Lending: a Roadmap to ROI and Intelligent Automation
Digital Lending: a Roadmap to ROI and Intelligent Automation
Advancements in tech have had a major impact on the entire financial industry. As one of the most influential parts of the financial sector, lending h...
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1 hour 30 minutes
Digital Security at airSlate
Digital Security at airSlate
This course walks you through the most common data privacy and security regulations, their key principles, and how airSlate complies with them in prac...
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1 hour
Document Generation
Document Generation
Document generation is often a complicated and time-consuming process. Learn how to simplify and speed up the workflows that include different types o...
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30 minutes
Introduction to Document Process Automation
Introduction to Document Process Automation
Looking for simple ways to streamline your document workflows? You came to the right place! Discover the basics of document process automation, the be...
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50 minutes
bot
Email on Documents Completion
Getting notified right after recipients complete documents is a great way to maintain transparency in your document workflows. Get to know the Email o...
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15 minutes
bot
Email on Documents Opening
Staying in the know when your recipients open documents sent to them is always a good idea. Find out how to enhance your document workflows by applyin...
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15 minutes
Automating Employee Onboarding
Automating Employee Onboarding
Onboarding a new employee usually means hours of exhaustive paperwork and lost time. What if there was a way to get all that time back? In this HR cer...
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30 minutes
eSignature: Let’s Get Started
eSignature: Let’s Get Started
Dive into the world of digital documents and start creating secure, legally-binding signatures in seconds. Discover useful tips for selecting an eSign...
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30 minutes
Flow Versioning
Flow Versioning
Does changing your working routine mean creating a new workflow from scratch? With airSlate, not anymore. Create and manage new Flow versions, analyze...
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30 minutes
Generating Documents with Salesforce Data
Generating Documents with Salesforce Data
Get started adapting airSlate document generation to reduce workloads and enhance the most complex sales-based workflows in your Salesforce organizati...
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30 minutes
Getting Started with airSlate
Getting Started with airSlate
Discover an easier way to improve productivity, enhance transparency, and get things done smoothly by creating a single place for team collaboration....
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20 minutes
Automating Incident Reporting
Automating Incident Reporting
‘Safety first’ should be the motto of every employer. Learn how to enhance the safety and security level of your organization, analyze recent inci...
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30 minutes
Integration Bots
Integration Bots
Tired of switching between multiple tools and apps non-stop? Put an end to the hassle and headache of going between different software solutions. Get ...
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30 minutes
Automating Invoice Processing
Automating Invoice Processing
Time is money, who would argue? The faster an invoice is processed, the sooner money exchanges hands. But urgency can result in errors. So how to stre...
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30 minutes
Automating IT Requests and Approvals
Automating IT Requests and Approvals
Handling one IT request can take a few minutes, which isn’t much. But multiply this by dozens or hundreds and this amounts to hours or even days of ...
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30 minutes
Automating Partnership Agreements
Automating Partnership Agreements
Are you about to start a business with a new partner? Try delegating all of the manual work to a workflow automation solution and experience how simpl...
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30 minutes
Automating Patient Intake
Automating Patient Intake
The hospital registration process usually means piles of paperwork and time lost. Learn how to improve the patient registration process by replacing p...
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30 minutes
Permissions Bots
Permissions Bots
Still managing document access permissions manually? Delegate this process to Permissions Bots to let them monitor who can access your documents and e...
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30 minutes
bot
Pre-fill from Doc to Doc
Dedicate your time and efforts to high-priority tasks by automatically populating documents with information from other documents....
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15 minutes
bot
Pre-fill from Excel Spreadsheet
Make the most of document workflow automation by simplifying your work with loads of data in Excel spreadsheets and eliminating possible errors....
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15 minutes
bot
Pre-fill from Google Sheets
Let no-code automation remove inaccuracies and hassle from your document workflows by moving data from Google sheets to the documents you are working ...
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15 minutes
bot
Pre-fill from MS Dynamics 365 Records
Get familiar with using automation to enhance data routing in your daily operations in MS Dynamics 365....
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15 minutes
bot
Pre-fill from MySQL
Discover how to eliminate manual data entry and reinforce accuracy and accountability in your document workflows. Learn how to automatically populate ...
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15 minutes
bot
Pre-fill from Salesforce Records
Save time and make your document workflows accurate by eliminating the need to manually enter data from Salesforce records in your documents....
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15 minutes
Automating Price Quoting
Automating Price Quoting
Sales and procurement departments are easily burdened with piles of documents and can often spend most of a working day processing them. Discover a si...
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30 minutes
bot
Remind Recipients to Complete Documents
Get your documents completed, signed, and submitted by recipients on time. Sounds good? With this airSlate Academy course, it’s a piece of cake. Lea...
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15 minutes
Scheduled Workflows in airSlate
Scheduled Workflows in airSlate
Make your document workflows run like clockwork by choosing when and how they should automatically start. Learn how to turn your most complex processe...
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30 minutes
Syncing Salesforce Data between Multiple Systems
Syncing Salesforce Data between Multiple Systems
Get the most out of airSlate no-code automation by connecting your document workflows to multiple external apps and routing data between them....
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30 minutes
Team Management in airSlate
Team Management in airSlate
Discover a simple way to streamline the management of team members working together on a specific workflow. Learn how to ensure proper access permissi...
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30 minutes
bot
Create Salesforce Records
Learn how to boost your work in Salesforce by automatically creating records using data from completed documents....
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15 minutes
bot
Save to Dropbox
Find out how to organize and safeguard your document workflows by storing the data you need in Dropbox folders....
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15 minutes
bot
Export to Google Sheets
Streamline your document workflows that include spreadsheets by automatically transferring data to Google Sheets....
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15 minutes
bot
Export to NetSuite
Working with customers can entail endless stacks of paperwork resulting in lost time, erroneous data, and missed opportunities. Learn how to organize ...
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15 minutes
bot
Export to Salesforce
Forget about unending searches and lost documents. Start automatically transferring completed documents to your Salesforce organization....
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15 minutes
bot
Save to Google Drive
Create organized and consistent document workflows by automatically archiving completed documents to Google Drive....
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15 minutes
bot
Hide Signatures New
Ensure a seamless signing experience for your recipients by protecting documents and removing signatures and initials stored while signing documents....
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15 minutes
bot
Pre-fill from NetSuite Records
Discover a simple and automated way to eliminate manual data entry, inaccuracies, and slow turnaround when populating documents with data from a singl...
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15 minutes
bot
Pre-fill from Microsoft 365 Excel
Processing vast amounts of data in spreadsheets can seem like a nightmare due to the likelihood of errors, delays, and manual hassle. Learn how to aut...
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15 minutes
bot
Pre-fill with Custom Data
Filling in documents with large amounts of data often leaves the door open for missing information and errors. Learn how to make data entry fast and a...
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15 minutes
bot
Rename Document
Piles of paperwork can create stress and confusion, especially when trying to keep everything organized. Find out how to automatically rename document...
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15 minutes
bot
Rename Slate
The Rename Slate Bot helps you automatically assign names to Flows when needed, using different types of data....
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15 minutes
bot
Update Salesforce Records
Discover how to eliminate the process of manually changing data in Salesforce records to save time and dedicate resources towards more valuable tasks....
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15 minutes
Automating Travel Reimbursement
Automating Travel Reimbursement
From conferences and meetings to exhibitions and corporate events — the list of reasons for making business travel preparations is endless. However,...
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30 minutes
Understanding Document Management
Understanding Document Management
Processing piles of paperwork, organizing data, and ensuring safe storage are the most error-prone parts of a document workflow. Learn how document ma...
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1 hour
Automating Vendor Contract Approvals
Automating Vendor Contract Approvals
Selecting new suppliers, scheduling payments, and organizing the delivery of goods — it doesn’t have to be complex and time-consuming, does it? No...
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30 minutes
Web Forms
Web Forms
Online forms possess a number of advantages in comparison to other types of business documents: they are much easier to track, organize, and more conv...
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1 hour
Workflow Diagram: Simplifying Document Processes
Workflow Diagram: Simplifying Document Processes
Design and visualize document workflows using a single, all-in-one solution. Streamline mundane paperwork and simplify collaboration between colleague...
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1 hour
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