Designing My First Flow

Today, it’s becoming increasingly rare to meet someone unfamiliar with the term “automation.” This technology has penetrated almost every aspect of our lives, from self-driving cars and coffee machines to chatbots and email campaigns.

At the same time, some companies are only starting to scratch the surface with automation and remain skeptical about implementing it within various professional activities. Document management is no exception. There are different reasons why companies are reluctant to embrace automation in their document-based processes. These include but are not limited to:

• The complexities of implementing new technologies (compliance, legal nuances, ever-changing data protection policies)
• The high costs associated with experimenting with different workflow automation tools
• A considerable lack of awareness of what automation can bring to the business

With that said, it’s time to shed some light on automation, explain why process flow automation is essential for any business, and share some tips on how to get your automation efforts off the ground.

Process flow automation in a nutshell

Automation process flows are the means by which you can automate routine and mundane tasks you’d otherwise have to perform manually. In the document management realm, this might include pulling and pushing data to external and internal systems of record, document routing, notification and reminder creation, and much more.

In an effort to streamline daily business processes, companies very often use a wide array of workflow automation tools. For instance, they might use different solutions for esignature, document generation, and workflow automation. In most cases, these solutions can’t be synced or natively integrated without resorting to writing code. It can be quite difficult to start a journey in automation, considering all the roadblocks associated with its implementation. But there’s no need to despair: no-code, all-in-one solutions like airSlate exist.

airSlate is here to spare you from needing multiple vendors and IT professionals to piece different automation tools together. Our no-code automation workflow solution offers a cloud-based platform with robust functionality, privacy-focused frameworks that protect your data at each point of interaction, and an intuitive interface that doesn’t require an intensive learning curve.

Tackling routine tasks with marketing automation Flow Creator in airSlate

Dealing with documents, approvals, and data or signature collection isn’t what attracts people to marketing in the first place. However, these routine processes constitute an integral part of any marketing work.

Let’s say you work for a marketing department and want to make sure you’re aligned with your colleagues on content plans and strategy. Before tackling a content project, you’ll need to create a content request form to be filled out by multiple departments in order to collect all the information you need. Using the various applications in operation in your department, you start off by putting together a document with fillable fields and assigning them to specific recipients. After that, you send the form out and check on its completion status before ideally storing the collected information in your app or CRM system.

Eventually, you reach the point where this simple data collection takes days rather than hours because of the effort it takes to patch together the different productivity and data storage applications in use and to build a process from the ground up.

With airSlate, you don’t need to start from scratch when setting up a content request workflow or bounce from application to application. airSlate provides you with a set of tools that enable you to create and configure a content request workflow from within a single place. We offer a huge library of department-specific and ready-to-use Flows that you can set up and configure in minutes, and customize to suit your needs. You can even create your own unique Flows using the wide selection of advanced workflow automation tools airSlate has to offer, like document generation, eSignature, automation, and integration. As a result, you save ample time, energy, and resources.

You can build or customize entire workflows by:

• Creating and putting together documents by using an intuitive drag-and-drop editor
• Launching easy-to-configure, no-code Bots to create reminders, notifications, and route data to the apps you already use
• Creating execution and role-based orders that will improve the accuracy of the input

By using airSlate as your go-to process flow automation solution, you get easy no-code integration, accurate data inputting, and up-to-date and industry-compliant document management solutions.

One of the best parts of using airSlate is the possibility of learning the ins and outs of business process automation with airSlate Academy. This course, titled Designing a Flow, will take you through what you need to get started on creating and configuring your first marketing automation flow as well as automating other business-critical processes.

In this course, you will learn the essentials of business process automation, explore various RPA (robotic process automation) and integration capabilities, and solidify your knowledge with short quizzes.

Register for our course today and learn how to fast-track your projects with our flow automation solution.