Design and visualize automation for any business process with airSlate

Create a visual representation of any workflow with the new and intuitive drag-and-drop interface. Automate real-time conditional routing and role assignments that allow for no-code workflow setup and deployment in minutes.
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Add documents or forms to be filled out and e-signed at every step of your workflow. Drag and drop workflow steps in a sequential order or use branches with multiple steps to be executed in parallel.
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Assign roles and set document access permissions. Route documents between your recipients or CRM contacts. Follow no-code conditional logic to automate sequential and parallel routing based on real-time data.
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Add and configure Bots to automate any action within a workflow. Run your workflow from airSlate or integrate multiple systems of record to start a workflow directly from your CRM.
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Design, visualize, and automate any business process. No coding needed.

Build & visualize automation for any workflow, from two-step approvals to complex cross-departmental business processes.
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See the airSlate drag-and-drop Flow creator in action

Learn how to design end-to-end business processes using the drag-and-drop interface.
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Powerful flow creator

Learn why airSlate’s drag-and-drop diagram beats the competition
Spring CM
Workflow library
Drag & drop interface
Predefined workflows
Configurable custom workflows
Workflow automation
Custom workflow routing
No-code conditional routing
Role-based field access
Role-based document access
Embedded workflows
No-code multi-cloud workflow automation
Visualized comparative analytics
PDF, CSV, XLS data reports
Real-time data updates
No-code analytics
Custom reports
Audit trail
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
Expiration for process
Redirect to external link
Advanced recipient authentication
Recipient attachments
Accept payments
via integration
via integration
via integration
Extra cost
Signing order
Extra cost
Certificate of completion
Extra cost
In person signing
Extra cost
Adding fillable fields to PDF files
Advanced fields
Conditional fields
Formula fields
Actionable fields
In Editor comments
PDF editing
PDF annotations
Web form builder
Reusable templates
Spreadsheet creation
Document generation
Document storage
Redlining documents
Document authoring and collaboration
Contract negotiation
Contract lifecycle management
Custom branding
Security and compliance
HIPAA compliance
File sharing with teammates
No-code reminders and notifications
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Automate business interactions with airSlate products

Deploy any business process with an all-in-one 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.

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.

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.
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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Things just got easier: a visual representation of your workflow

Even no-code automation can be confusing, especially if you haven’t used it before. Bots, routing documents, mapping fields, etc. The whole process should run like clockwork, but the lack of visual representation of your workflow often leads to a lot of errors that make the process harder than it has to be.

Automating multi-step processes just got more comfortable than ever with the new airSlate Drag and Drop Flow Creator. In fact, this is an updated and easy-to-use interface that allows you to build a Flow simply by dragging and dropping airSlate elements, modifying steps and managing roles. Let’s check out process visualization and all the benefits it has to offer.

What can you get from the Drag and Drop Flow Creator?

airSlate makes workflow automation easier and more accessible to companies of all sizes. Each new feature and tool helps users jump into automatization, and avoid the traditional obstacles and hassles along the way. The Drag and Drop Flow Creator is no exception. The updated Flow creator provides you with process visualization and helps you turn your operations into a smooth workflow faster and easier than ever.

Visual interface

The user-friendly Flow creator allows you to build processes step by step by dragging and dropping airSlate elements. Visualize processes to find and remove bottlenecks, combine review stages, and understand your workflow in a diagram format.

Expanded settings

Create a flexible workflow with ease. Set up unique conditions for each Step and navigate documents between recipients without human intervention. A Slate’s route depends on what conditions are met. This allows you to set up a Step with conditions that save you from making a new workflow for each new condition. Simply put, you can create a comprehensive Flow that adapts to any case according to the prescribed algorithm.

Parallel document sharing

The parallel sending function enables the transfer of a Slate between multiple recipients for filling. Set up the workflow once and enjoy how easily the process can be adjusted to all scenarios. It doesn’t matter if you’re sending a document to one person or several.

How to visualize a process with airSlate

The system is built on two main elements: Steps and Branches. They can be dragged and swapped as you see fit. To do this, simply select one of the items in the left menu and click on it. Customize every step, add a name and role with assigned fields so that every stage of your workflow is straightforward and clear. If you need to set up the parallel sending of documents, choose Branches. This stage consists of several steps that are executed in parallel or selectively. For example, based on the information filled in by the first recipient, a document can be sent to the correct manager without any additional human intervention.

Assign a recipient to each Step with fields and conditions. In the end, take a look at the visual presentation, and if everything looks alright, proceed to Bot setup. At any time, you can change the algorithm and reconfigure your Flow. Make sure to pay attention to every Step’s conditions you add to a Branch. Conditions must apply to both roles in a Branch. Otherwise, immediately after one of the roles fills out a Slate, it’ll pass to the next stage while closing access for another recipient coming from a different Branch.

Enjoy workflow automation with airSlate. Get access to fast, easy-to-use, and professional tools. Build a simple and understandable algorithm-based mind map. Create transparent and clear processes that are fully automated with airSlate. Get started today!

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Digitize your processes with airSlate