Manage IT Service Requests with No-Code Bots

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.

It’s difficult for IT managers to switch between parallel tasks like maintaining authorization, onboarding and offboarding employees, managing and tracking technical equipment and requests, all while keeping sensitive data secure.

airSlate’s no-code automation allows you to run multiple IT workflows simultaneously while boosting process visibility and syncing data between systems.

airSlate empowers IT specialists to strengthen their company's operating efficiency, reclaim time and resources away from routine requests and towards more valuable initiatives.

Let’s take a look at how airSlate does the heavy lifting so that you can focus on your goals, not manual tasks.

Use airSlate’s no-code Bots to automate routine manual tasks in any document workflow. To do so, in your airSlate account, create a new Flow, or select the Template or Version you want to work with.

From the Documents tab, select the type of document you need and start customizing it by adding the basic elements to it.

From the Workflow tab, add Steps to your Flow, assign access permissions, and based on what you want to automate, add Bots to the Steps.

To find which Bots best suit your workflow needs, click Add Bot to Step.

Based on their functionality, Bots are divided into four categories: Automation, Data Movement, Integration, and Permissions.

Pick the Bot you need, click Install Bot, go through the Bot settings, and click Apply 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.

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