About a year ago, we embarked on rebuilding our document automation product. The big why—to bring a low-code SaaS that will have everything a business needs to execute a document. The vision—a single pane of glass to run any document-centric process end to end for any enterprise.
It starts with creating the document or contract, easily connecting the document to any CRM/ ERP/storage system, and running automation rules to support the business/document process and logic. This tool is easy for anyone to use to quickly execute/process a document for the final endgame—digital signatures.
In essence, we are democratizing and accelerating the document process so businesses can use that clock time for higher-value work in running their businesses. We are doing this by building the best automation technology (under the hood) with a unique approach to automation.
Customer pains – learning from the street
- Businesses came to us with many complex manual processes and papers and a desire to leverage technology to streamline this—with an objective, of course, to save time and use that for a bigger impact.
- They owned CRMs like Salesforce and NetSuite with lots of customer data that would need to integrate with a document system to execute things at scale – essentially, data silos waiting to be broken.
- They brought complex rules and regulations based on expanding their business across various parts of the globe. They wanted to ensure that their document automation engagement system adhered to these.
Customers wanted ONE platform that could be an all-in-one document automation solution, from building any type of document to running automation rules and integrating with third-party CRM, ERP, database, or storage systems.
Stacking up vs. the best
The automation market is crowded, but document automation has room for disruption. Only a few handful of tools give us a 360-degree solution to build, automate, and integrate under one roof. Many tools solve for business process automation, digital signatures (of course), and document and form generation.
Few tools combine all this and layer it up with advanced automation and AI, specifically for document-related processes. And now, with this new version, we take automation to the next level—we abstract entirely the complexity of this automation away from the user to provide a cleaner UI and a low-code approach, making it for business users to do the heavy lifting in a DIY style.
Build – automate – integrate any doc process in minutes
A word on the expanded footprint of our legacy version – widely used by small businesses and some medium to large enterprises worldwide. We have deep roots in healthcare, education, legal, and manufacturing businesses. Supported by a fantastic team of experts in product, channel, customer success, support, solutions, and sales teams – the product today solves complex document processes at scale.
And now, about the newest version and its DIY magic, here’s what you can do with it:
- Create any doc in just a few clicks
With AI-powered document generation capabilities, you can create documents, dynamic web forms, online surveys, and edit PDFs in a snap. - Design and visualize your WorkFlow
From simple approvals to complex cross-departmental automation, visually design and configure any WorkFlow using an intuitive drag-and-drop interface. - Automate any WorkFlow in minutes
Automate your WorkFlow with if-then bots that route documents, move data, send notifications, assign permissions, and much more. - Connect to any system to power your WorkFlows.
Automatically populate, export, create, and update documents and records with data from your CRM, ERP, or cloud app. - Track your document WorkFlow in real-time
View all the details and document statuses of your WorkFlow to take necessary actions and keep work moving forward.
Watch this one-minute clip for a quick overview of the product:
Your passport to build the best document process for your business
Now that you have heard about the capabilities of WorkFlow as it relates to document automation, do you self-identify as a business that could leverage this? We are calling on all operations and lines of business operations in legal, HR, manufacturing, healthcare, nonprofit, and government to see if this will work for your processes. This tool could be your efficiency partner if you have a CRM like Salesforce or NetSuite and are running sales operations.
From our customers’ first-hand experience
The power of airSlate Workflow: Better compliance standards for respiratory protection of healthcare workers with airSlate on any device. Signing done and done in < 1 minute! And with the recent integration of Salesforce and airSlate, they can create compliance cards with a single click. Watch the customer story here:
What’s ahead – the road to AI
Automation is the foundation for advanced intelligence frameworks to better the game. At airSlate we’re already using Gen AI for our document generation features and capabilities. The playing field to leverage AI for automation is green, and in the many months to come, you’ll be able to see these play out.
Meanwhile – here’s your passport to sign up for airSlate now.