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airSlate is everything you need to create, integrate, and automate your document workflows.
Hello and welcome to airSlate, the best workflow automation solution out there. Watch this video to stay current with all the ways airSlate can benefit your business and streamline your day-to-day processes.
Over 90% of SMB employees perform time-consuming, repetitive tasks. Are you one of them? How often do you face the following problems when completing your business operations processes manually?
• Inefficient uses of time resulting in higher costs
• Inaccurate and error-prone processes
• Lack of process visibility
Automate manual tasks in your workflows and save time and reduce errors with airSlate’s no-code automation.
Transform your most complex operations into fully-automated workflows without coding or hassle.
Here are a few insights on using airSlate to optimize your processes so you can focus on strategic initiatives, not manual tasks.
Save time creating and configuring your Flow with ready-to-use pre-built Templates for any team, department, or business, from HR and sales to healthcare and construction. The templates include the documents and automation features needed to get your workflow up and running in no time.
Access our library of pre-built templates in just a few clicks:
• In your Dashboard, find the Pre-built Templates block.
• Click Select from library right next to it.
• In the search line, enter key words to help you find the workflows that align with your business goals.
• Review the templates by clicking Learn more next to the one you chose, go through its description, and click Import.
Now you can use the template straightaway or change its settings if needed.
Let’s see what else you can do with airSlate.
First of all, there are two ways of automating your document workflows. You can either build your Flow from scratch by clicking the Create New Flow button or choose one of the pre-built Flow Templates.
Browse the Flow Template collection from your Dashboard and pick the one that meets your needs.
Then, set up your specific Documents, Workflows, and Bots.
Start by adding or creating documents and web forms in your workflow. You can create them from scratch or upload documents from your computer or cloud storage. Customize docs the way you want. Add fillable or signature fields, assign recipients to them, make fields mandatory or optional, and more.
Next, visualize your workflow. Drag and drop Steps and name each one based on the role or responsibilities of those who’ll complete it. Manage document recipients, assign fields or entire documents to them, and add conditions for the step execution if necessary. Add Branches if you need to send documents simultaneously to several recipients.
Finally, automate your workflow by adding no-code Bots. Use the Bots to send reminders and notifications, pre-fill documents, transfer data, update records in CRMs, and much more.
If you want to use the Flow more than once, you can make it a Template. Just choose the Save as a Template option while configuring your workflow.
Once you’ve set up your workflow, click Send so that the documents are completed by the right people. You can also send the documents via SMS, email, or create a shareable link to add them to your website.
After your documents have been sent, use the airSlate Dashboard to track their completion and all the changes in your workflow.
For example, you can see the status of your Flow by opening the All Flows tab. Depending on your role in the Workspace and Flow access permissions, you may have different options available. For example, you can download, send, and remove a specific document.
View the Bots log to check if the Bots added to the workflow ran successfully, and if not, check the reason for failure.
If you have any trouble using airSlate, go to the Support Portal or get help from our Support team.
Want to develop new skills and gain recognition? Click the link in the top right corner to take one of our free courses.
Ready to save time and money? Then you need to click the link in the description and start your free 30-day trial of airSlate!
Welcome to airSlate Academy, your go-to resource for all things automation. In this page description, we are thrilled to introduce you to the game-changing feature of airSlate Templates: Automate Invoice Processing.
Are you tired of spending countless hours manually managing and processing invoices? Look no further. With airSlate Templates, you can bid farewell to tedious paperwork and embrace the efficiency of automation. Our cutting-edge technology allows you to streamline your invoice processing workflow like never before.
Imagine uploading your invoices into airSlate and witnessing the magic unfold. Our intelligent software will automatically capture crucial data from each invoice, such as billing details, payment terms, and due dates. No more manual data entry, no more costly errors. With airSlate Templates, you can trust that your invoices will be processed accurately and efficiently.
But it doesn't stop there. Our customizable automation workflows empower you to take control and create a seamless experience. Set up alerts and reminders to ensure timely payments and prevent bottlenecks. Collaborate with your team effortlessly by integrating airSlate with your preferred business tools like Google Drive, Microsoft Office, or Salesforce.
Unleash the power of automation with airSlate Templates and watch your productivity soar. Say goodbye to time-consuming manual tasks and hello to streamlined efficiency. Focus your energy on what truly matters – growing your business and delighting your customers.
At airSlate Academy, we are passionate about enabling businesses like yours to thrive in the digital age. Our step-by-step tutorials and expert guidance will equip you with the knowledge and confidence to harness the full potential of airSlate Templates for Automate Invoice Processing.
Ready to revolutionize your invoice processing? Join the growing community of innovators who are embracing the power of automation with airSlate Templates. Discover how reducing the burden of paperwork can unleash your business's true potential.
Visit airSlate Academy today and unlock the full potential of Automate Invoice Processing with airSlate Templates. Streamline your workflow, save time, and maximize your efficiency. It's time to elevate your business to new heights.
To access the video instructions on how to Automate Invoice Processing with airSlate Templates, simply visit the airSlate Academy website. There, you will find free access to pages containing these informative videos. These videos showcase the capabilities of airSlate, demonstrate how to use its powerful features, and provide step-by-step guidance on automating invoice processing using airSlate Templates. So, head over to the airSlate Academy website and start exploring the videos now!
Yes, transcripts are available for the video instructions on how to Automate Invoice Processing with airSlate Templates. These transcripts provide a written version of the content covered in each video, allowing users to easily reference and review the information at their own pace. Whether you prefer to watch the video or read the transcript, airSlate ensures that you have all the necessary resources to fully understand and implement the automation process.
The video instructions on how to Automate Invoice Processing with airSlate Templates are designed to be concise and informative, with a typical duration ranging from 40 seconds to 1 minute per video. This ensures that the content is delivered in a clear and efficient manner, allowing users to quickly grasp the key concepts and apply them to their own invoice processing workflows. With airSlate, you can acquire valuable knowledge and skills in a short amount of time.
Yes, in order to Automate Invoice Processing with airSlate Templates, you will need an airSlate account. By creating an account, you gain access to a wide range of features and functionalities that enable seamless automation of your invoice processing tasks. With an airSlate account, you can easily connect documents to different apps, integrate with existing systems, and streamline your workflow like never before. So, sign up today and experience the power of automation with airSlate Templates!
Automating Invoice Processing with airSlate Templates is incredibly easy and user-friendly. Whether you're a beginner or an experienced professional, airSlate provides a intuitive and straightforward platform that simplifies the automation process. The video instructions guide you through every step, ensuring that you can automate your invoice processing without any hassle. With airSlate Templates, you have the power to optimize your workflow, increase efficiency, and save valuable time and resources. So, don't wait any longer, start automating your invoice processing with airSlate Templates today!
