Analytics

Get deep insights into your workflows with airSlate Analytics

Analyze the key metrics of your business processes including order forms received, contracts signed, and invoices paid. Visualize complex data using widgets and concise graphs, as well as tracking any changes with an Audit Trail.

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Analytics widgets

Configure a dashboard widget to display a precise graph for every business process 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 all Workspace access and workflow changes made by admins, team members, and business partners in real time to ensure security and compliance, and identify potential sources for problems.

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

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

Review business data in real time with airSlate Analytics

Reveal opportunities, identify potential issues, and predict outcomes with airSlate analytics tools.

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Watch airSlate Analytics in action

Learn how easy it is to track your most complex business processes in airSlate.

Powerful Analytics

Learn why airSlate’s Analytics beats the competition.

airSlate

Nintex

KissFlow

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

E-signature

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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Automate business processes 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, 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 Negotiation

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.

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 business processes with airSlate products.

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Generate documents for any industry workflow

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

See all industries

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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Try airSlate’s all-in-one business process automation for free

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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, e-signing, 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:

Slates, that have been drafted
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.