Automate Workflows

Automate every part of your document workflows with airSlate

Create and automate workflows with a single no-code business automation platform. Assign roles and add conditional routing and notifications. Integrate with the CRMs and databases you’re already using with 100+ no-code Bots.

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Create dynamic workflow templates

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.

Streamline routine tasks with automation and integration

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.

E-sign using the built-in solution for legal documents

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.

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.

Complete workflows your way. No coding, no APIs.

Cut the costs for configuring and deploying automation by setting up business processes with a single no-code solution.

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Watch airSlate workflow automation in action

Learn more about airSlate workflow capabilities.

Powerful workflow automation

Learn why airSlate workflows beat the competition

airSlate

Nintex

KissFlow

Pega Systems

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

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No-code integration bots

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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

E-signature

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

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

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Automate business interactions 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 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.

Join airSlate Academy

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.

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

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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.