Get deep insights into your document workflows

Analyze the key metrics of your workflows including order forms received, contracts signed, and invoices paid. Visualize complex data using widgets and concise graphs, as well as track any changes with an Audit trail.
Customers illustration
airSlate is a critical business component for our customers, small or large
National Wildfire
Wagner College
Acadia
Tapcheck
Swarovski
Eversource
Integra
Makane

Keep track of all your business data with airSlate Analytics

Optimize processes, reveal opportunities, and predict outcomes by gathering key insights from your data.

Analytics widgets

Configure a dashboard widget to display a precise graph for every workflow you want to track including contracts signed and archived, payments collected, and more.

airSlate has been essential in increasing our efficiency at Rock The Street, Wall Street. airSlate allows us to send batch emails instead of having to send each form out individually. Because of airSlate, our forms can now be easily filled out from a mobile device, which has made a huge difference for us and our recipients. The customer service has also been excellent!
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Ashley Leftwich
Partner Engagement Manager at Rock The Street, Wall Street
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Custom reports

Create and download PDF, CSV, or XLS reports based on any field in a document, data value, or activity in your Workspace. Customize the data you review and focus on the most vital events in your business.

We were looking for a Process analytics solution. We have found the right solution for Analytics with airSlate.
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Gloria Effertz
Sauer-Rutherford
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Real-time Audit trail

Track Workspace access and workflow changes made by admins, team members, and business partners in real time to ensure security and compliance, and identify potential issues.

The flexibility of airSlate allowed us to design a workflow that works for us. The automation built into airSlate helped us remove many manual steps in our old process.
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Anthony Matero
Operations at T2 Biosystems
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Powerful Analytics

Learn why airSlate’s Analytics beats the competition.
This chart represents a partial list of features available in airSlate, Nintex, KissFlow, K2 and Spring CM. Nintex KissFlow K2 DocuSign hyland
Data visualization
Comprehensive data filters
Customizable metrics for each process
Visualized comparative analytics
PDF, CSV, XLS data reports
Real-time data updates
No-code analytics
Custom reports
Audit trail
Workflow automation
Custom workflow routing
No-code conditional routing
Assign recipient roles to fields in web forms, PDFs and contracts
Assign recipient roles to forms, contracts and documents
Workflow library
Embedded workflows
No-code multi-cloud workflow automation
Pre-fill workflows with data from Salesforce, GSuite, Office 365 via no-code integrations
Extract data from workflows to CRM, GSuite, Office365 via no-code integrations
Robotic process automation
No-code automation bots
No-code integration bots
No-code archive bots
Task assignment
for extra cost
File sharing with teammates
for extra cost
No-code reminders and notifications
Expiration for process
Redirect to external link
Advanced recipient authentication
for extra cost
Recipient attachments
for extra cost
Accept payments
for extra cost
eSignature
via integration
via integration
via integration
Signing order
Certificate of completion
In person signing
for extra cost
Adding fillable fields to PDF files
Advanced fields in web form builder and PDF editor
Conditional fields in web form builder and PDF editor
Formula fields in web form builder and PDF editor
Actionable fields
In Editor comments
PDF editing
PDF annotations
Redlining documents
Web form builder
Drag & drop interface
Custom applications in Salesforce, NetSuite, Dynamics, Office 365
Document generation
for extra cost
Spreadsheet creation
Document storage
Reusable templates
Contract negotiation
for extra cost
Contract lifecycle management
for extra cost
Document authoring and collaboration
for extra cost
Custom branding
SSO
User management
for extra cost
Organization administration
for extra cost
Multiple workspaces
Security and compliance
HIPAA compliance
for extra cost
Mobile application
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Enterprise‑grade security and compliance

airSlate is committed to protecting your sensitive information by complying with global industry‑leading security standards.
Security overview
GDPR compliance
Regulates the use and storage of personal data belonging to EU residents.
SOC 2 Type II Certified
Identifies organizational controls that secure your data & the privacy of your clients.
PCI DSS certification
Safeguards credit/debit card data during the payment process.
FERPA readiness
Protects the privacy of student records maintained by an educational institution.
HIPAA readiness
Protects the processing of your patients’ private health information.
CCPA compliant
Enhances the protection and privacy of personal data for California residents.

Automate in minutes with pre‑built templates

Forget about weeks spent on automation setup ‒ choose from thousands of ready‑to‑use forms and workflow templates handpicked for your industry and department.

Human resources

Streamline manual data entry for your HR specialists so they can focus on strategic initiatives.
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Education

Eliminate paper‑based workflows, decrease turnaround times, and improve efficiency in your institution.
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Finance

Automate and integrate administrative banking processes at any scale on a single, no‑code platform.
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Healthcare

Avoid cumbersome paperwork and focus more on patient care with an all‑in‑one, HIPAA‑ready solution.
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Insurance

Transform paper‑based workflows into straightforward cost‑efficient insurance processes.
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Market Research

Gain a competitive advantage by automating entire document workflows in your marketing agency.
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IT & Digital

Provide consistent experiences for your teams and customers with automated document workflows.
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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 each out to us.

Automate document workflows with airSlate products

Deploy any business process with an all-in-one no-code automation platform..
Robotic process automation
Configure no-code airSlate Bots in minutes to pre-fill or extract data, integrate into a single or multiple systems of record, automate routing and decisions, or set up reminders, and notifications. Any repetitive task can be done by an existing Bot, or we can build a new one.
Document generation
The most powerful document generation engine with text tags, fillable fields, e-signature and roles built in, with the ability to connect to multiple data sources simultaneously without writing a single line of code.
Accept payments
Connect to a payment gateway and accept credit cards, ACH or other forms of payment. Use no-code airSlate Bots to quickly integrate payment collection into contract negotiation, quote-creation, invoicing or accounting.
Workflow automation
Automate routing, approvals, data collection, reporting and other workflows using no-code airSlate Bots. Configure and deploy them in minutes, no API, coding or complicated standards to learn.
Contract negotiations
Pre-fill, generate from templates, comment, redline, track changes, approve and e-sign contracts in a single, integrated no-code business automation platform.
Built-in e-signing
Use airSlate’s enterprise-grade e-signature to set up any multi-signature role-based workflow.
Mobile-first web forms
Use airSlate’s drag-drop wizard to create powerful, interactive, mobile-native web forms.
Contract management
Generate quotes, contracts, orders, and invoices while receiving payments and tracking contract execution. Automate every step of the sales and procurement process by integrating with a single platform.
Advanced analytics
Custom analytics are as easy to set up as our no-code airSlate Bots. Create graphs and reports based on any field in a document, data value, or activity in your workspace.

How does data analytics help improve business processes?

Business processes in every sphere and industry are closely connected with document workflows. Some statistics suggest that they take up to 75% of HR’s time. Smooth and consistent workflows free up time and money for companies to focus on important tasks. If you find yourself smothered in bottlenecks, delays and hundreds of notifications, it’s a clear sign to start optimizing your business processes.

Successful optimization requires preliminary analysis in order to identify the strengths and weaknesses of your processes. Once you know where your workflow’s weaknesses are, you can experiment with solutions until you’re completely satisfied with the result. But how do you go about measuring strengths and weaknesses? There are a lot of analytics widgets (tools) out there built for doing exactly that. They help trace processes from start to finish and provide clear statistical data that allows you to pinpoint inefficiencies.

How to analyze business processes

With the help of workflow analysis, businesses can scan their performance and look for areas to boost efficiency, productivity and promote growth. To understand the ups and downs of workflow processes, businesses employ three basic methods:

  1. Interview employees — Nobody knows an organization’s routine processes better than the employees performing them daily. They can provide important information on the consistency of the process, participants and their responsibilities.
  2. Analyze process models  — In order to assess a process’s model, its goal, value and KPI should be established.
  3. Record metrics  — The process becomes clear when it’s displayed in figures or graphs where the required managers can easily trace ups and downs, growth and inconsistencies. Visual documentation is essential for effective management and analysis.

To further improve the above methods, the most successful companies deploy robotic process automation (RPA) for more automated analyses. A great example of effective RPA is an audit trail or analytics widgets. These built-in tools enable businesses to generate performance results in real time, introduce changes and assess their impact.

Workflow analysis in airSlate: the unique features that make it a future-forward platform revolutionizing the way business processes are handled

airSlate is a holistic RPA platform with a goal of automating business processes of any complexity: forms generation, contract negotiation and management, eSigning, e-payments, etc. With the help of airSlate, businesses can speed up and streamline workflows while saving money. It features configurable tools for optimizing and building a smooth working process using analytical tools for generating statistical data.

airSlate’s data metrics enable users to see:
  1. Incoming Documents
  2. Documents, that have been sent
  3. Teammates involved
  4. Templates created

airSlate’s workflow analytics enables users to access statistics for a certain period, filtering it by date and time. The data can be displayed visually and downloaded in PDF and XLS format. Analytics in airSlate is performed with the help of analytics widgets. The most commonly used widgets are the New Documents for calculating created Documents, and Field trigger for calculating how many times a specific event was triggered. Some analytics widgets are applied by default, while others need to be set up and configured.

Over 20 million customers, including XEROX, AMGEN, and FirstData employ airSlate for automating their workflows. Its easy-to-use interface, top-notch security and versatile feature pane are among the top criteria that attract big businesses. Sign up for a free trial and enhance your business’s performance.

Conclusion

Times change, although the formula «Plan-Act-Reflect» remains king. Proper workflow data analytics help reveal gaps and bottlenecks and even eliminate them. If used properly, analytics tools will eventually unleash huge growth within your organization. Deploy airSlate RPA into your workflow and see amazing results fast.