airSlate WorkFlow: Designing Automation
About this course
This course takes you through the key steps required for building a comprehensive, fully-automated workflow. You’ll take a closer look at how to create and customize it to fit your particular use case and reap the benefits of automated document workflows.
By the end of this course, you’ll be equipped with all the necessary knowledge to get the most out of your workflows, streamline document processes, and eliminate errors.
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Put all your business processes on the rails with document workflow automation with airSlate Academy
Since the late 1990s, document workflow automation has been standard practice for businesses of all sizes and industries. Introducing automated workflow to your operations ensures that your focus is on relevant tasks and reduces the possibility of manual mistakes. Therefore, being at the forefront of your document management is key to providing premium services to your customers.
One of the best ways to solidify your document workflow automation processes is to choose from the leading solutions on the market. airSlate is an all-in-one holistic no-code automation platform with a robust set of features that tap into the full potential of document automation. With Flows and Templates, you can easily set up all your business processes without breaking a sweat.
Understanding Flows and Templates
Flows and Templates come hand in hand when describing workflow automation with airSlate:
- Flow is a one-time business process created by setting up step-by-step workflows for documents and forms and automating the process. Flows can be saved as a Template to be used later.
- Template refers to a repeatable business process. You can run multiple Flows with pre-established settings to send documents to different recipients.
For anyone who manages monotonous and similar tasks like sending an invoice or gathering feedback, this type of document automation can truly optimize your efficiency. airSlate offers you a toolkit to design Flows and Templates according to your needs, with Automation and Integration Bots that help simplify the process.
Benefits of training with airSlate Academy
- Unlimited access to the free and self-paced document workflow automation course library.
- Valuable insights on how to create a Template with airSlate.
- Sets you up to be a leader in your company’s digital transformation journey.
- By training with airSlate Academy, shape your future and advance your career.
Start your Flow automation and Creating a Template course today and get a certificate to acknowledge your proficiency. Discover all the benefits of airSlate for your business.
Questions & answers
Dictionaries define a template as a pattern or model that serves to create something. In document management, it refers to a form with a specially set format, generic placeholder text, and blank fields that people can fill out to suit their needs or desires. Flow automation also uses this term. In airSlate, a Template is a repeatable automated process that enables users to run numerous Flows with the same settings and collect up to 20 forms for sending to different recipients.
airSlate is very straightforward, so creating a template will take only a few minutes. In your Workspace, click on the Create New Flow button in the left-side panel. Add your desired forms to your workflow, set up all steps, and install Bots. When ready, save your Flow as a Template to re-use at any moment. You can also save after running a particular Flow. To do this, go to All Flows → select the one you need → click Save as Template. Our airSlate Academy course details how to create a template for a multi-use automated business process. Enroll to learn more.
Once you create a new automated workflow and save it as a template, you can get access to it anytime and launch it over and over. To get the one you previously created, find the All Templates option in the side panel of your Workspace. You can also group these automated processes for faster search. You can also find Team Templates (available for particular teammates) and Group Templates (accessible for specific groups of teammates) categories in the side panel.
A document is a specific piece of paperwork created for one-time data fill-out. A template is, on the other hand, a form with pre-designed formatting and multi-use features. They are a significant part of document process automation. You can use them to generate business forms with pre-filled information and send them to recipients as often as you need instead of creating them from scratch.
airSlate offers many solutions for users to increase their productivity. One is a library of pre-built flow automation patterns, which you can find right in your Dashboard. We’ve categorized these by industry (Construction, E-commerce, Education, etc.). The most popular examples are the Sales Order, Sales Invoice, Contract Management flow templates, etc. You can upload the one you require to your Workspace, adjust it, and configure all steps as needed.
Document workflow automation is hard to imagine without templates. They simplify the business form generation process and save users time and effort. airSlate Templates provide the key to greater efficiency and enhanced team collaboration. Take our airSlate Academy training and learn how to configure reusable automated flows, even with minimal technical skills.
