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Document Workflow Automation for Finance Specialists
Embark on a transformative journey into the world of document workflow automation. Discover how to revolutionize your day-to-day finance operations, reduce bottlenecks, and bring more value to your organization.
About
This certification program guides you through the essential fundamentals of document workflow automation tailored for a financial specialist role. You’ll discover how to enhance your finance operations and achieve exceptional outcomes in the digital era.
Upon completing this certification program, you'll gain financial specialist skills to build automated processes for your day-to-day operations, keeping you ahead in the ever-evolving finance sector. Additionally, you’ll receive a digital certificate to validate your newly acquired skills.
You will learn
The fundamentals of document workflow automation and its relevance
How to identify specific challenges in finance-related document tasks and methods for solving them
How to build step-by-step automation for the most popular finance workflows
Curriculum
1. Introduction
2 lectures
10 minutes
1.1. Welcome
1.2. Learning objectives
2. Document Workflow Automation Overview
5 lectures
40 minutes
2.1. The concept of document workflow automation
2.2. Automation as a solution for document workflow issues
2.3. The benefits of document workflow automation
2.4. Summary
2.5. Knowledge check
3. Document Workflow Automation for Finance Specialists
5 lectures
50 minutes
3.1. Finance specialists’ document-based tasks and challenges
3.2. Transforming finance specialists’ tasks with document workflow automation
3.3. Finance specialists’ workflows that need automation
3.4. Summary
3.5. Knowledge check
4. Getting Started with No-Code Automation for Finance Specialists
5 lectures
65 minutes
4.1. Key features to streamline finance specialists’ document workflows
4.2. Automating an invoice processing workflow
4.3. Finance specialists’ workflows in action: success stories
4.4. Summary
4.5. Knowledge check
5. Conclusion
4 lectures
15 minutes
5.1. Final knowledge check
5.2. Next steps
5.3. Assignment
5.4. Survey
How does industry-based learning work?
Create an account
Start your learning journey, study online at your own pace, and enjoy greater flexibility.
Develop new skills
Successfully complete a learning path, test your knowledge, and get a certificate.
Gain recognition
Share your certificate on LinkedIn to showcase the skill set you now command.
Looking for additional resources?
Browse catalogLevel up your financial specialist skills
If you’re wondering what professional skills to try improving next, take this brief course and learn how to automate finance processes, increase productivity, and decrease the costs associated with document workflows. Learn to run your financial processes hands-free and discover more features to elevate your efficiency.
Choose from pre-created templates for automation in finance
Once you know your way around the airSlate WorkFlow feature set, try selecting a pre-built document workflow template, customize it according to your objectives, and run it immediately. With such a robust set of tools, you can significantly lower the time needed to prepare documents and other materials. Start leveraging pre-existing templates that you can easily customize to fit your specific needs.
Create your workflow from scratch
If you do not see a suitable template, you can create one from scratch or gear up existing ones with as much automation as you need. With airSlate WorkFlow's automation features, it's possible to create rules-based workflows that are triggered based on specific events. These events can include the receipt of a specific document, a change in a customer's account balance, or any other important event. This can increase efficiency, reduce errors, simplify planning, make management more transparent, and ensure compliance with regulations in the usual financial specialist workflow.
Learn at your pace
This online learning platform provides self-paced training courses that allow users to become certified specialists in workflow automation for corporate finance specialist positions. All the courses are brief, to the point, and practice-centered, so you will be able to practice all your new skills right in your current workflow. After successfully completing the training, you will receive your upskilling personal certification.
Take your first step towards automating your department’s processes by enrolling for the free course now!
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.
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This airSlate Academy course for financial specialists includes detailed instructions on how to leverage workflow automation to streamline finance processes and increase productivity. It covers a range of topics, including document automation, eSignatures, process mapping, and more.
Workflow automation for a corporate finance specialist involves using software tools like airSlate WorkFlow to automate repetitive tasks and improve the management of related processes. This can include creating templates, planning and setting up automated workflows that trigger based on specific events, and automating approval workflows for invoices or other documents.
By completing this airSlate Academy program, you will gain a strong foundational understanding of workflow automation principles and how to apply them in the financial industry. You will learn how to use airSlate WorkFlow to automate document workflows, set up real-time conditional processes, and create customized documents that meet industry-specific requirements.
No, you do not need any coding skills to take this program for automation in finance. The materials are accessible to individuals with varying levels of technical expertise, including those with little to no experience in programming or coding.
The airSlate Academy course for financial specialists is free to enroll in and complete. There are no hidden or additional costs associated with taking this training, and all the materials are provided at no charge. All you need to start learning is an airSlate WorkFlow account.
The video content itself is approximately three hours long, but the amount of time it takes to complete the training will vary depending on your personal pace and level of practice. You can take as much time as you need to practice the new financial specialist skills covered in the program, work through any additional resources provided, and get the certification once you complete the training.