Automate entire document workflows

Create and automate workflows online using a no-code workflow automation solution. Set up steps and conditional routing, automate manual tasks, and integrate with and across your CRMs and databases.
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National Wildfire
Wagner College
Acadia
Tapcheck
Swarovski
Eversource
Integra
Makane

Automate workflows your way. No coding or APIs.

Set up efficient document workflows for any business case using an all-in-one, no-code solution.

Create actionable document templates

Make documents from PDF and DOCX files or use customizable web forms to collect client information. Automatically pre-populate documents and web forms with data from multiple cloud environments.

Along with making us more efficient and saving us an incredible amount of time, airSlate was easy to set up, and its templates are already set in a way that is more simple to use.
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Ashley Leftwich
Partner Engagement Manager at Rock The Street, Wall Street
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Streamline routine automation and integration tasks

Configure no-code Bots to send reminders and notifications. Route documents between recipients and systems of record. Use CRMs or other cloud services as a part of your automated workflows.

We were looking for a Business process management automation solution. We have found the right solution for Workflow Automation with airSlate.
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Claire Weimann
Hamill, Pollich and Grimes
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Sign documents using a built-in eSignature solution

Manage your eSignature workflow online from end to end. Set up signing steps, assign access permissions, automatically send out documents for eSigning, and collect them, once completed.

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 workflow automation

Learn why airSlate workflow automation beats the competition
This chart represents a partial list of features available in airSlate, Nintex, KissFlow, K2 and Spring CM. Nintex KissFlow K2 Pega System
Basic workflows
Advanced workflows
Custom workflow routing
No-code conditional routing
Versioning
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
eSignature
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
SSO
User management
Organization administration
Audit trail
Multiple workspaces
Security and compliance
HIPAA compliance
No-code analytics
Custom reports
Mobile application
Want to see more features?

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Try airSlate’s all-in-one document workflow automation for free.
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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.

Choose a better solution

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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.

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.

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 online

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 creating any workflow online, setting up Bots, and recreating real-life use cases.