Working with airSlate WorkFlow Documents

Today, it's becoming increasingly rare for someone to have never heard the term "automation." This technology has made its way into 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. They remain skeptical about implementing it into their professional operations, and 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 document automation tools
• A considerable lack of awareness of what automation can bring to a business

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

Document automation in a nutshell

Document management for small business is 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 often employ an 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 automating processes, considering all the roadblocks associated with its implementation. But there's no need to despair: no-code, all-in-one solutions like airSlate WorkFlow exist.

airSlate WorkFlow 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 a steep learning curve.

Tackling routine tasks with the marketing automation workflow in airSlate WorkFlow

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 department.

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 your department utilizes, 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, ideally before storing the collected information in your app or CRM system.

Eventually, you reach a 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 WorkFlow, you don’t need to start from scratch when setting up a content request workflow, or bounce from application to application. airSlate WorkFlow 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 documents that you can set up and configure in minutes, and customize to suit your needs. You can even create your own unique workflows using the wide selection of advanced workflow automation tools airSlate WorkFlow 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 using the 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 WorkFlow as your go-to process workflow automation solution, you get easy no-code integration, accurate data entry, and up-to-date and industry-compliant document management solutions.

One of the best parts of using airSlate WorkFlow is the possibility of learning the ins and outs of business process automation with airSlate Academy. The course Designing a Document takes you through what you need to get started on creating and configuring your first document as well as automating other business-critical processes.

In this course, you will learn the essentials of document workflow 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 document automation solution.