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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.
Did you know that poor inventory management affects your relationships with customers? A great customer experience starts with being sure of the availability of products your customers want.
This is why working with simple inventory sheets and sales records are not sufficient for businesses, even small businesses.
airSlate’s no-code automation fully addresses this challenge by automating and accelerating business processes, maintaining full control over important documents, and eliminating manual, error-filled actions.
Here are some tips your team can use to reclaim working hours and reduce costs with airSlate.
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 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 airSate Academy, where we provide valuable insights on how to leverage real-time data analytics for your business. In this comprehensive guide, we will walk you through the steps, strategies, and tools required to unlock the power of real-time data and drive growth for your organization.
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To access the video instructions on How to Get Real-Time Data Analytics for Your Business, simply visit the airSlate Academy website. The videos are available for free and provide valuable insights into leveraging real-time data analytics. Watch as our expert instructors guide you through the process step by step, helping you unlock the full potential of your business's data.
Yes, a transcript is available for the video instruction on How to Get Real-Time Data Analytics for Your Business. We understand the importance of accessibility, and providing a transcript ensures that everyone can benefit from the valuable information shared in the video. Whether you prefer reading or need to refer back to specific details, the transcript is there to assist you.
The video instructions on How to Get Real-Time Data Analytics for Your Business are designed to be concise and time-efficient, with each video lasting between 40 seconds to 1 minute. This ensures that you can quickly grasp the key concepts and immediately start applying them to your own business. We value your time and aim to provide maximum value in the shortest amount of time possible.
No, you do not need an airSlate account to follow along with the video guide on How to Get Real-Time Data Analytics for Your Business. We believe in providing accessible resources to everyone, regardless of their account status. Simply visit the airSlate Academy website and dive into the video instructions without any barriers or limitations.
Yes, in addition to the video instructions, we offer a comprehensive guide on 'How to Get Real-Time Data Analytics for Your Business' within the airSlate Academy. This guide goes beyond the videos, providing detailed information, tips, and best practices for harnessing the power of real-time data analytics. Whether you prefer videos or written content, we've got you covered with our extensive resources. Explore the guide and accelerate your journey towards data-driven decision-making.
