How to Automate Asset Tracking with airSlate Analytic Widget

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Is your organization’s IT request process causing bottlenecks? Do you know the status of each request and how to move it along?

Stay in the loop at every stage of your IT request workflow by managing and tracking assets with ease. Eliminate paper-based routines and automate data collection and processing while keeping employees and staff informed of status updates, upcoming policy updates, or new procedures.

Use airSlate to deliver greater accuracy and transparency to IT operations without compromising them.

Here are a few insights on using airSlate to optimize your processes so you can focus on strategic initiatives, not manual tasks.

If you want to increase security and transparency over your document workflows, use airSlate analytics widgets to track the progress of specific events right on your dashboard. You can use default widgets or create new ones ― up to 15, but only six widgets can be displayed simultaneously.

To create a custom widget, click Manage on the Analytics tab. Then click Create new widget and enter a title.

• Click Add line in the Widget lines section and:

• Add a line title and description

• Select one or multiple Flows where you intend to track data

• Click Apply selected.

Add conditions for when the data will be tracked:

Select the document and the field that will trigger the widget to start. Once this field has been completed or signed, the graph line will display the data you need to track. Click Create Line to enable your widget to display the data you need to track. Finally, click Create widget to complete the setup.

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 most appropriate workflow for your business needs.

Then, adjust your workflow and set up 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 and 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 or 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.

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