Holistic workflows your way, no coding, no APIs, infinite possibilities

Integrate e-signing, contract negotiation, document generation, payments and other features with no-code airSlate Bots.
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Set up dynamic workflow templates
Set up integration Bots to populate documents and web forms with data from multiple systems of record including CRMs, SQL databases, Excel or Google spreadsheets.
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Automate any routine task
Configure no-code automation Bots to send reminders and notifications, or route documents between recipients and separate systems of record.
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Built-in e-signature solution
Create and manage e-signature workflows. Assign roles, set up signing steps and send out documents for e-signing.

Watch airSlate workflow automation in action

Learn more about airSlate workflow capabilities.

Powerful workflow automation

Learn why airSlate workflows beat the competition
Pega Systems
Basic workflows
Advanced workflows
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
Unlimited workflows
no info
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
File sharing with teammates
Bulk workflow initiation
No-code reminders and notifications
Expiration for process
Redirect to external link
Advanced recipient authentication
Recipient attachments
Accept payments
via integration
via integration
via integration
via Docusign
Signing order
via Docusign
Certificate of completion
via Docusign
In person signing
via Docusign
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
Spreadsheet creation
Document storage
Reusable templates
Contract negotiation
Contract lifecycle management
Document authoring and collaboration
Custom branding
User management
Organization administration
Audit trail
Multiple workspaces
Security and compliance
HIPAA compliance
No-code analytics
Custom reports
Mobile application
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airSlate products that are integrated with airSlate document generation

Configure and automate any business process with a no-code automation platform.

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.

Top-notch security and compliance

Stay up to date with industry-leading security standards to protect your sensitive information
Learn more about security

What is workflow automation?

Workflow automation is a rule-based series of actions for different steps in a business process. By using specialized software, you can design, execute, and automate processes to improve everyday business responsibilities.

Workflow automation can include several actions, ranging from a straightforward request or approval to combining dozens of complicated processes with several departments involved. It allows you to get more done with less hassle and concentrate on more critical tasks.

What benefits do you get with business process automation?

Usually, people spend just as much time on the actual work as they do on the processes that support this work. If you want to save more time for tasks that matter, implementing automation into your business is a must.

An excellent way to determine whether or not you need automation is if you use multiple tools and services for accomplishing one task (CRM systems, email marketing services, cloud storage) or if you work with a lot of documents (approvals, requests, contracts). Business automation quickly solves the problems associated with routine steps. In addition, it helps you:

  • Keep everything in a single workspace. Easily and quickly access anything you need.
  • Reduce expenses. Using a business process automation (BPA) platform allows you to reduce unnecessary costs.
  • Eliminate human-prone errors. Systems with accurately defined rules don’t make mistakes, and if they do, they flag them.
  • Optimize document processing. Calibrated steps remove the need to send each record manually.
  • Enhance cross-organization collaboration. Teams that have more clarity in the process and know who’s involved generate better results and are, on average, more productive.

How to create a workflow

Workflow automation software can be used by organizations in almost any industry, from IT to sales and HR. And yet, the process of getting started is universal for all of them.

  1. Create a visual representation of your work process
    The most convenient way to get a visual representation is to draw a diagram. This diagram doesn’t have to be perfect. Its primary purpose is to give you and your team a more transparent and understandable view of how things operate. It outlines each step of your work. Take notice of repetitive tasks, bottlenecks, and identify critical points that need decision-making.
  2. Ask for opinions.
    Show the diagram to people who’re involved in the workflow. Talk to them about their experiences and if they know what works or doesn’t work for them. Then improve the plan.
  3. Define roles.
    Compose a list of roles and positions to establish different levels of access and responsibilities within the workflow.
  4. Test your workflow.
    Many often skip testing their ideas and go straight to implementation and live use. Don’t rush. Try to use it in different situations with various data to ensure that your workflow automation software holds up.

How to use airSlate workflow automation in your business

airSlate takes automation in a workflow to a whole new level. It can do much more than what typical document workflow software can.

A future-forward way to automate even the most complex business processes:
  1. Upload a document, create one from scratch, or choose a template from the Forms library
  2. Select and set up automation and integration Bots
  3. Set ’if-that-then-this’ conditions for when Bots act
  4. Track each stage with a powerful Audit trail
  5. Analyze data with intuitive analytics widgets

On top of all of that, you’re able to use advanced features like a PDF editor, document generator, built-in electronic signature solution, CRM, and cloud integrations.

Start using airSlate from day one. Create a workflow and launch it in just a couple of minutes, depending on how complex it is. airSlate would not be a full-featured platform without educational courses on how to use workflow software efficiently. The airSlate Academy takes you and your team through a thorough certification program that teaches you everything you need to know about how to create any workflow, set up Bots, and recreate real-life use cases.

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