Analytics

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.

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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.

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.

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.

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.

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.

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.

Share your documents fast and secure

Keep track of all your business data with airSlate Analytics

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

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Powerful Analytics

Learn why airSlate’s Analytics beats the competition.

airSlate

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

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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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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What is an audit trail?

An audit trail is a set of records that includes all the manipulations made to a document or device. The list must be created in chronological order and provide comprehensive information about any activity. For example, in a document audit trail of a high quality, you’ll be able to see the history of changes, the name of a user, time of action, their IP addresses, approximate locations, and much more. This option comes in handy while working with process analysis and enhancing security.

What does an audit trail check for?

An audit trail's primary purpose is to show all the activities in a document/on a device. By having a comprehensive list of records of what, when, and by whom the changes were made, you increase the security level and protect yourself from fraud. Furthermore, in capable hands, it can also function as an analytics widget and assist you in enhancing your company's data analytics workflow.

What is an audit trail in qualitative research?

When it comes to working with research, an audit trail functions as a description of all its steps from the very beginning to reporting results. It helps to make a data analytics workflow more transparent and understandable for people who want to review the outcomes. Of course, you can skip creating these descriptions, but research process analytics is likely to become harder and less engaging for the third parties.

What is an audit trail report?

It's a chronological order of records containing evidence for process analytics. Each record tracks all document changes and collects data for identifying the author of these changes. In an audit trail report, you can find the name of a person that modifies a record, their IP address, type of device, operating system, browser, and many more details about a person. Consider checking the log to discover new ways to make your data analytics workflows more efficient and stimulate your business.

What is process analysis?

Process analysis is the first step to implementing improvements. To perform these analytics, an organization must analyze how it completes tasks, compare inputs with outputs, recognize bottlenecks, and find how to avoid them. In any case, checking existing workflows is a valuable thing needed for business process automation. If you want to make process analysis faster and more illustrative with analytics widgets consider trying airSlate.

How do I write a process analysis?

A regular process analysis essay includes three main parts: introduction, body, and, specifically, analysis. In the introduction, you need to write what process you analyze and why it's important. In the body, explain what the reader or viewer should have for a procedure. Finally, in process analysis, describe all the steps required for completing a task. Don't forget to use transitions and consider separating different procedure types between paragraphs to help your reader avoid confusion.

How can I create an analytics widget?

Transfer your workflows to airSlate. On this platform, you can automate repetitive tasks and improve data analytics workflows simultaneously. Our service has built-in monitoring tools like analytics widgets, so you can always keep track of all the actions in your Flows. Try using airSlate on your own or visit the airSlate Academy to learn more about implementing automation.

What is the best tool for document process analytics?

It's definitely airSlate. Its analytic widgets start working right after creating a Flow. All you need is to implement our tool into your workflows. In addition to advanced business process analytics, airSlate helps you to simplify team collaboration, streamline documents, and accelerate many other repetitive tasks. If you're afraid that it might be challenging for you, feel free to join the airSlate Academy, get familiar with business automation for free, and learn how simple it actually is.

What is the purpose of using an analytics widget?

Widgets help you receive valuable information in a convenient visual way. Data from analytics widgets is easily comprehensible so that you can get answers to business questions and predict unknown outcomes earlier and, as a result, more efficiently. When you have a visual representation of data, making decisions becomes simpler. Try airSlate – access tools to track all the actions in your workflows and notice how your work is affected with the help of automation.

Where do I build data analytics workflows?

You can try to build a data analytics workflow in airSlate. It has enough tools to collect information, generate documents, and integrate them with other systems of record. Furthermore, you can even set up automation to complete all the repetitive tasks connected to this workflow by specialized software robots. Try to build your brand new data analytics workflow on your own or enroll in the appropriate airSlate Academy course.

What are the main steps of any data analytics workflow?

Any data analytics workflow can be divided into five main steps. It all starts with preparing the right unambiguous questions. Then, it continues with information collection. After that, you need to clean up your data and analyze it. In the end, don't forget to interpret the results. You can use a specialized analytics widget to simplify the process and make it more illustrative.

How do I process analytics?

In airSlate, you can configure your Workspace dashboard to show various graphs. Customize it to work with different types of data like the number of signed contracts, collected payments, archived documents, and more. Additionally, track who and how works with the built-in Audit Trail. If you need to save these reports, it's easy to create and save reports in PDF, XLS, or CSV format.

Automate document workflows with airSlate products

Deploy any workflow 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, eSignature 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 Negotiation

Pre-fill, generate from templates, comment, redline, track changes, approve and eSign contracts in a single, integrated no-code business automation platform.

Built-in eSigning

Use airSlate’s enterprise-grade eSignature 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.

Аdvanced 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.

No-code Bot automation for any workflow

Automate multi-step workflows with ready-to-use Bots, from document routing and notifications to generating documents pre-filled with CRM data.

Automation bots

Automate every step of your workflow: reminders and notifications, document population with data from other documents, assigning permissions, archiving and more.

Integration bots

Go beyond airSlate and make the CRMs and services that you already use a part of your automated workflows. Expand automation to third-party services without the need to code or pay for API integration.

Use pre-built templates for any business case

Browse a library of hundreds of ready-to-use templates. Customize them, connect them to multiple data sources, and start running your automated workflows.

Capital Expenditure Request Approval Flow

The Capital Expenditure Request Flow is used by accounting and finance departments to get expenditure requests approved by their company’s CFO and CEO....

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Contract Management Flow

The Contract Management Flow is used by a company’s Procurement department to automate the process of purchasing goods or services on contract....

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Employee Onboarding Flow

The Employee Onboarding Flow is used by HR departments to automatically collect new employee information for future use....

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Vacation/Leave Request Flow

Automatically collect approved vacation request forms with airSlate. Integrate with your CRM with no coding required. Try out the seamless workflow automation....

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Sales Invoice Flow

The Sales Invoice Flow is used by Sales departments to create and approve sales invoices before sending them to customers....

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Budget Approval Flow

The Budget Approval Flow is used by Accounting and Finance Departments to automate and speed up the approval processes for funding company initiatives....

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Marketing Campaign Flow

A Marketing Campaign Flow is used by Marketing departments to automate reviews and approvals of new marketing campaigns....

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Internal Job Application Flow

The Internal Job Application Flow is used by HR departments to automate the process of collecting and reviewing applications for new hires....

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Travel Request Flow

Accounting and finance departments use the Travel Request Flow to automate the process of managing employee requests for planning business trips or requesting assistance for upcoming travel plans....

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Become an expert in automation

Enroll in any of the airSlate Academy's free courses and learn the ins and outs of automating document workflows with airSlate products.

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Generate documents for any industry workflow

By connecting and automating entire document workflows, airSlate helps industries and departments do business faster with less risk, lower costs, and better experiences for customers and employees.

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Enterprise-class security and compliance

airSlate is committed to protecting your sensitive information by complying with global industry-leading security standards.

SOC 2 Type II certification

Guarantees the secure management of your data & the privacy of your clients.

HIPAA compliance

Protects your patients’ private health information.

GDPR compliance

Regulates the use and holding of personal data belonging to EU residents.

PCI DSS certification

Safeguards credit/debit card data for every monetary transaction a customer makes.

FERPA

Protects the privacy of student records maintained by an educational institution.

CCPA compliance

Enhances the protection of personal data and privacy belonging to California residents.

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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:

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.
Analyze process models — In order to assess a process’s model, its goal, value and KPI should be established.
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:

Incoming Slates
Slates, that have been sent
Teammates involved
Flows 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 Slates for calculating created Slates, 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.