Self-paced

Automating IT Requests and Approvals

4
Star Rating
2509 students
30 minutes
Handling approval processes can consume multiple working hours. Sound familiar? Discover how to make your approval process more flexible, transparent, and accurate without writing a single line of code.
Automating IT Requests and Approvals

About this course

This course provides step-by-step instructions on how to build fully-automated approval workflows. You’ll learn how to transform routine paper-based processes into automated approval workflows, reduce delays, and improve visibility, all without coding.

By the end of the course, you will be equipped with all the knowledge necessary to create, visualize, and automate approval workflows and similar use cases, eliminating hassle and inefficiencies.

What’s included?

lessons to explain how to automate approval workflows
quiz to consolidate your knowledge & test new skills
certificate to showcase your new skills

What will you learn?

How to build fully-automated approval workflows without coding
How to create a visual representation for approval workflows
How to route documents between recipients and systems

Who is this course for?

Anyone looking to streamline their approval processes
Anyone looking to automate their approval paperwork
Those who want to advance their career with new skills

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What our students say

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Review from Capterra platform

The different courses are well defined, easily searchable, and the titles are useful. The content can get a bit long, and theoretical from time to time but mostly they try to keep it to bite-sized chunks with small quizzes to help you retain what you just read.

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Review from YouTube

I’ve taken 20 airSlate Academy courses. These courses helped me create a workflow and generate business. The biggest skill I’ve learned is how to integrate data from other platforms into my workflow.

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Review from G2 platform

airSlate Academy offers free courses in business process and workflow automation innovatively. The courses are well-researched and presented. Easily understood by a noncore IT audience.

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Solve your company’s approval process bottlenecks with airSlate Academy

Managing IT requests is critical for maintaining operational efficiency and security within any organization. Cumbersome, slow approval processes hold your company back in multiple ways. When employees consistently encounter delays in obtaining necessary software, they may take dangerous shortcuts, introducing shadow IT that leaves your company’s tech vulnerable.

These delays also send project timelines into chaos, wasting valuable resources. Relying heavily on manual processes for IT requests invites errors that further strain your IT teams and create costly rework.

Why risk these consequences? Because inefficient IT request management directly affects your organization's security, productivity, and ability to stay ahead of the curve. By optimizing it, you can address these challenges head-on, improving efficiency, protecting your data, and supporting a more productive workforce.

Use airSlate WorkFlow to automate approval processes within your organization. It allows for no-code IT process automation that speeds up operations and boosts accuracy and compliance. By transforming how requests are managed, airSlate WorkFlow reduces the bottlenecks that traditionally plague IT request management.

Why does efficient IT request management matter?

Efficient IT request management directly impacts an organization's overall operations, allowing it to solve problems faster and focus on strategic advancements. This translates to an improved user experience, as employees receive timely help and feel empowered with knowledge resources, boosting productivity. Additionally, efficient approval processes contribute to a more secure and compliant environment, enabling IT to fix potential vulnerabilities quickly.

If you want to achieve this efficiency level, use airSlate Workflow. Our no-code automation platform allows you to create a streamlined path from request submission to approval, cutting down wait times and reducing the dependency on manual workflow management.



airSlate WorkFlow is the go-to choice for your IT process automation

airSlate WorkFlow's comprehensive platform is designed to integrate into existing corporate structures, offering a robust solution for managing IT requests and approval processes. It provides:

  • A unified platform that combines document creation, robust integrations, eSignatures, and no-code automation in a single interface.
  • An intuitive setup that allows teams to adopt and implement the system without extensive training quickly.
  • Scalability to meet the growing needs of any business, enhancing the workflow as companies expand.

Master IT process automation with airSlate Academy

For a comprehensive guide to implementing and optimizing IT workflow automation, explore airSlate Academy’s course on automating IT request management. It will equip you with the knowledge to:

  • Streamline and automate approval processes efficiently, improving your organization's responsiveness and reducing manual errors.
  • Gain proficiency in using advanced tools that allow for seamless integration and continuous IT operations support.
  • Develop practical skills through hands-on training that can be immediately applied to scenarios that simulate real-world challenges.

Upon completion, you will receive a certification, confirming your expertise and equipping you with the credentials to advance your careers in tech-driven enterprises. Enroll today and embrace the future of IT request management with airSlate Academy!

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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Create a request form using the built-in editor. After that, insert fillable fields for text, images, digits, and so on. Create roles (e.g., Employee and Manager) and assign them fields to fill out. After that, set up bots to automate and speed up the process and archive data. That's it. You are ready to run your new workflow.

A workflow approval process is a common procedure for any company. For example, from onboarding until offboarding, each employee goes through various approvals to get hardware, software, invoices, etc. Process bottlenecks hinder everyone. Without streamlined approval, other processes may get slow and inefficient.

Workflow approval software serves to save time and reduce errors. Therefore, the solution you pick should be easy to use. It's great if such service includes examples of use cases and training courses like airSlate Academy does. Also, pay attention to security, compliance certificates, the number of features offered, and the pricing factor.

There are two types of approval workflows with slight differences between them: self-approval and entire approval workflows. Self-approvals are automated processes that don't require any human intervention. In approval workflows, you need a manager or other approver to check and verify your requests.

airSlate WorkFlow helps you create a reusable fillable document template for approval requests. Use the platform's built-in editor to equip your form with text, signature, data, and other types of fillable fields with pre-defined roles. When it comes to invoices, add calculation fields to eliminate errors for good.

A request can be automatically approved if it doesn't need additional verification. Use the appropriate conditions when configuring a bot to apply your request auto-approval. Once the conditions are set, other approvers, like managers, are only involved in essential matters, while the rest of the requests go through the whole process on their own.

Workflow approval processes are valuable for any department. If you need to send a request for software or to start a development process, approval workflows are 100% necessary. To better understand this, imagine you’re going to quit your job. To do so, you’ll need to fill out a leave request for the HR department. In Sales, different approvals are necessary for purchase processes. airSlate WorkFlow helps simplify such repeatable processes, putting them on autopilot. Check the airSlate Academy courses to explore how our platform works for typical business use cases like approval workflows.

An approval workflow starts another company process. Without completed approval requests, your organization can't handle and close deals. Hiring, selling, doing payroll, etc., begin with orders, invoices, or offers that must be approved.

airSlate Academy is the best way to learn how to work with an approval workflow using BPA tools. Eliminate errors and reduce human intervention in your approval requests in clicks. airSlate WorkFlow, with its numerous bots, is here to help you route, filter, and set up your auto-approval process.

The best way to do it is to use a ready-made fillable form to avoid missing any critical information. Be sure to include your full name and your department, and CC all interested parties.