Workflow Builder: From Beginner to Pro

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1683 students
1 hour
Get better visibility into your document processes with an intuitive drag-and-drop interface. Discover how to create, visualize, and automate workflows in minutes.
Workflow Builder: From Beginner to Pro

About this course

This course walks you through the ins and outs of visualizing document processes in airSlate WorkFlow. You'll learn how to create a visual layout for your document processes and decide how each step should be completed, by whom, and in what sequence.

By the end of this course, you'll be equipped with all the knowledge necessary for enhancing your document workflows' transparency, accuracy, and visibility.

What’s included?

lessons to explain the ins and outs of workflow visualization
quiz to consolidate your knowledge & test new skills
certificate to showcase your new skills

What will you learn?

How to visualize and automate any document workflow in minutes
How to ensure workflow participants have proper access permissions
How to set up conditional document routing without any special skills

Who is this course for?

Anyone looking to simplify and streamline paperwork
Anyone interested in automating document workflows
Those who want to advance their career with new skills

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What our students say


Review from Capterra platform

The different courses are well defined, easily searchable, and the titles are useful. The content can get a bit long, and theoretical from time to time but mostly they try to keep it to bite-sized chunks with small quizzes to help you retain what you just read.


Review from YouTube

I’ve taken 20 airSlate Academy courses. These courses helped me create a workflow and generate business. The biggest skill I’ve learned is how to integrate data from other platforms into my workflow.


Review from G2 platform

airSlate Academy offers free courses in business process and workflow automation innovatively. The courses are well-researched and presented. Easily understood by a noncore IT audience.

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No-code workflow builder: document management transformation through visualization

In today's world, where most business operations are carried out through digital tools, automating and streamlining processes is the key to success. Hence, automating and streamlining processes is vital for business success. When creating document workflows, it is crucial to consider all the steps involved and their order. And because people generally perceive information better when presented graphically, visualizing the outline of workflows can significantly enhance efficiency and productivity. Using the art of workflow visualization, you can represent a complex task with manageable steps that are easy to understand, which will help analyze and improve the entire process.

Why visualization matters in document management

Workflow visualization involves visually mapping out a business process's steps, often using diagrams or flowcharts. They help break a task into a sequential order, showing the movement of functions, activities, or resources between individuals or teams. This approach allows teams and stakeholders to comprehensively understand how tasks are interconnected and flow from one to another.

The benefits of implementing document visualization are multifold. It enhances transparency by making the details of complex processes accessible to all involved parties. This clarity helps:

However, there are some other benefits of workflow diagrams that include:

  • identify bottlenecks, enabling the optimization of workflows for better productivity
  • pick out the process participants and assign roles to them
  • improve team collaboration and communication on each operation
  • cut down redundant steps and provide faster task execution.
  • Choosing an automation platform designed with a workflow builder and visualization in mind can significantly boost your daily work optimization and productivity. WorkFlow from airSlate is exactly the solution that will deliver your desired results!

Document process visualization with airSlate WorkFlow

airSlate WorkFlow is a state-of-the-art platform that takes document management and recurring task execution to a different level. It empowers users to effortlessly design, automate, and deploy complete business interactions with its drag-and-drop interface and a broad range of no-code bots for smooth process automation and integration. Its workflow builder feature enables graphic representation of any document-based business operation, providing a clear understanding of each step, its dependencies, and potential bottlenecks. It gives the insights on:

  • the documents included in the workflow
  • who and in what order should complete and sign the paperwork
  • document routing depending on the conditions you set
  • the bots used and their place in the workflow.

As a result, when building an automated document process, you have a complete picture of what, when, and how things will run once you complete the setup.

Ready to start training automation skills?

Though WorkFlow is an intuitive and easy-to-employ solution, it takes time to harness its tools' full potential. Fortunately, airSlate Academy offers a "Workflow Builder: From Beginner to Pro" course that can help you develop the necessary skills and optimize your tasks more efficiently.

This free, comprehensive training is meticulously crafted to guide learners through every aspect of document visualization and workflow optimization. Whether you're new to process design or an experienced automation specialist, this course will provide valuable insights and strategies to help you create perfectly running workflows that drive business success. The course is enriched with practical examples, real use cases, and quiz questions to solidify the acquired knowledge. Ready to become an automation expert? Then enroll now and enhance your everyday efficiency!

Questions & answers

Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
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A workflow diagram (also known as a chart) is a step-by-step visual representation of a business process. It is used to visualize the flow of different tasks, involved resources, and required actions within a particular procedure. Usually, it is created using images and symbols that make it universal and understandable for a broad audience.

You can find many services that enable you to combine various shapes into a diagram. You can try Lucidchart, Visio,, and Gliffy, which allow you to simply draw flowcharts. To implement these schemes into your work, however, you'll have to utilize other software. If you want to create a chart that will be ready to use, consider using airSlate WorkFlow.

The best way to diagram a workflow process is to draw it with all the required steps and variations on paper and then build a flowchart of the process in airSlate WorkFlow. This service enables you to upload or create documents and forms needed for data collection and add steps and branches to your process that will be automated. To learn more about building automated workflows using diagrams, check out the related course the airSlate Academy. Click Enroll at the top of the page and discover the most efficient way to deal with document-related tasks.

Actually, there are many types of process flow diagrams. Take a look at four of the most commonly used ones below:

  • Process charts – flow of a particular procedure;
  • Workflow diagrams – flow of documents and data;
  • Swimlane flowcharts – interactions of separate departments, employees, or processes;
  • Data flowcharts – processing of data.
If you dive deeper, you'll discover additional types like geographic, business processes modeling notation, SIPOC (supplier-input-process-output-customer), and many others.

There are software apps that are worth your attention. One notable example is airSlate WorkFlow. It enables you to build a chart with steps and brackets, add software robots that will route documents, remind employees to complete tasks, or manipulate data without any inference from a human. Learn more about airSlate WorkFlow capabilities with the specialized course by the airSlate Academy. Click Enroll and discover the world of business process automation now!

It's a composition of symbols that represent the flow of data, tasks, and resources between multiple employees or departments. Usually, they include ovals to define the start and the end of a procedure, rectangles to show steps, diamonds to demonstrate decisions, and arrows to indicate direction. In advanced workflows, you can also find specialized symbols describing documents, data, merging, inputs, outputs, etc.

In airSlate WorkFlow, you have the ability to guide recipients through filling out multiple documents based on the actions they take and the data they submit in each document. You begin by uploading or creating all the forms that need to be completed within a workflow. Then, you build a diagram to indicate general steps and how they and each document are connected to one another. However, that's not all you can do with our robust solution. You can add bots that will route documents, analyze information, and complete many other actions for you.

Using workflow diagrams is beneficial for many reasons, but primarily for the ability they give you to streamline business operations. They accelerate the entire process, eliminate redundant activities, and optimize the number of resources required to complete tasks. Additionally, correctly built diagrams improve communication between different employees or teams and help you avoid bottlenecks or delays.

A workflow diagram is broader than a flowchart. A flowchart is a sequence of steps that serve as a visual representation of one particular process. A workflow diagram, on the other hand, can include entire groups of processes handled by different individuals and teams and visually represents the flow of information, tasks, and resources in complex processes.

Any diagram must include actions and resources. Additionally, you can indicate decisions that must be made (answerable with a simple “yes” or “no”), persons responsible for each particular action, and the time required for completing a task.