Automate every part of your document workflows with airSlate
Create documents from PDF or DOCX templates and use customizable web forms to collect client information. Automatically pre-populate documents and web forms with data from multiple systems of record.
Configure no-code Bots to send reminders and notifications. Route documents between recipients and systems of record. Use CRMs or other services as a part of your automated workflows.
Create and manage e-signature workflows. Assign roles, set up signing steps, and send out documents for e-signing. Make e-signatures part of your workflows to get work done easier and faster.
Watch airSlate workflow automation in action
Powerful workflow automation
Automate business interactions with airSlate products
No-code Bot automation for any workflow
Use pre-built templates for any business case
Enterprise-class security and compliance
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.
- 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.
- 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.
- Define roles..
Compose a list of roles and positions to establish different levels of access and responsibilities within the workflow.
- 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:
- Upload a document, create one from scratch, or choose a template from the Forms library
- Select and set up automation and integration Bots
- Set ’if-that-then-this’ conditions for when Bots act
- Track each stage with a powerful Audit trail
- 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.