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airSlate is everything you need to create, integrate, and automate your document workflows.
Hey, everyone. Welcome back to the airSlate video guide with a new helpful tip on how to leverage automation in your day-to-day document workflows.
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.
Let’s take a look at how airSlate does the heavy lifting so that you can focus on your goals, 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.
Want to try airSlate for Free? Just click the link in the description and begin streamlining your processes right away.
Welcome to airSate Academy, where we empower businesses to streamline their operations and maximize productivity. In today's fast-paced world, every second counts, and our pre-built templates are here to revolutionize the way you handle manual processes.
Are you tired of wasting precious hours on repetitive tasks that could easily be automated? Look no further than our comprehensive selection of pre-built templates. Designed with efficiency and effectiveness in mind, these templates are the key to unlocking seamless automation within your organization.
Picture this: no more mind-numbing data entry, no more tedious paperwork, and no more human errors that can cost you time and money. Our pre-built templates take the hassle out of manual processes, allowing you to focus on what matters most – growing your business.
With a wide range of templates to choose from, tailored to different industries and business functions, you're sure to find the perfect automation solution for your unique needs. Whether it's HR forms, financial reports, or customer service logs, our templates are meticulously crafted to save you time and effort.
But what sets our templates apart from the rest? Not only are they designed to be user-friendly, but they also integrate seamlessly with your existing systems. No need to start from scratch or hire expensive developers – our templates offer a plug-and-play solution that gets you up and running in no time.
Embracing automation has never been easier or more accessible. By utilizing our pre-built templates, you'll experience a surge in productivity and a reduction in manual errors, all while freeing up valuable resources to focus on strategic initiatives that drive your business forward.
Don't let inefficiency hold you back. Join the countless businesses worldwide who have already transformed their operations through airSate Academy's pre-built templates. Say goodbye to time-consuming manual processes and hello to a new era of streamlined efficiency.
Experience the power of automation with our pre-built templates today. Take the first step towards a more productive and agile future for your business. Start your journey with airSate Academy – where automation meets success.
To access the video instructions on how to Automate Manual Processes with Pre-Built Templates, simply navigate to the airSlate Academy website. There, you will find a collection of free instructional videos that showcase the capabilities of airSlate integrations and provide step-by-step guidance on automating manual processes using pre-built templates. These videos are designed to efficiently demonstrate the power of airSlate and how it seamlessly connects documents to various popular apps.
Yes, transcripts are available for the video instructions. We understand the value of having written material to reference and review, so we provide detailed transcripts alongside the video content. These transcripts offer a comprehensive written overview of each instructional video, allowing you to easily follow along and grasp the concepts discussed.
The video instructions on how to Automate Manual Processes with Pre-Built Templates are kept concise and informative, with a duration of approximately 40 seconds to 1 minute per video. We believe in delivering information efficiently, ensuring that you can quickly learn and apply the knowledge to streamline your manual processes.
While an airSlate account is not mandatory to access the video instructions, having an account will greatly enhance your automation experience. By creating an airSlate account, you gain access to a wider range of features and resources, enabling you to take full advantage of the pre-built templates and integrations available. Sign up today to unlock the full potential of airSlate's automation capabilities.
Automating manual processes with pre-built templates is remarkably easy with airSlate. Our user-friendly interface and intuitive design provide a seamless experience, making it effortless for anyone to automate their manual workflows. With clear, step-by-step video instructions and the power of airSlate integrations, you'll be amazed at how quickly you can transform your manual processes into efficient, automated workflows. Embrace the ease and efficiency of automation with airSlate Academy.
