Design and visualize automation using the no-code workflow builder

Create a visual representation of any document workflow with the intuitive drag-and-drop interface. Automate real-time conditional routing and step assignments to set up and launch your streamlined workflows in minutes.
Customers illustration
airSlate is a critical business component for our customers, small or large
National Wildfire
Wagner College

Design, visualize, and automate any document workflow. No coding needed.

Build & visualize automation for any workflow, from two-step approvals to complex cross-departmental business processes.

Visualize your workflow with drag-and-drop elements

Add the documents or forms that you want to be completed and eSigned. Drag and drop workflow steps in sequential order or use branches to run multiple steps in parallel.

airSlate has been essential in increasing our efficiency at Rock The Street, Wall Street. airSlate allows us to send batch emails instead of having to send each form out individually. Because of airSlate, our forms can now be easily filled out from a mobile device, which has made a huge difference for us and our recipients. The customer service has also been excellent!
Workflow feature author
Ashley Leftwich
Partner Engagement Manager at Rock The Street, Wall Street
Workflow feature image

Configure automation settings for each step

Assign steps and set document access permissions. Route documents between recipients or CRM contacts. Follow no-code conditional logic to automate sequential and parallel routing based on real-time data.

We were looking for a Workflow creator solution. We have found the right solution for Workflow Builder with airSlate.
Mrs. Rita Doyle III
Workflow feature image

Add no-code Bots and start your workflow in one click

Automate any action within a workflow using no-code Bots. Run your process from WorkFlow or integrate with multiple cloud apps to start the workflow directly from them.

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.
Anthony Matero
Operations at T2 Biosystems
Workflow feature image

Powerful workflow builder

Learn why airSlate’s drag-and-drop functionality beats the competition
This chart represents a partial list of features available in airSlate, Nintex, KissFlow, K2 and Spring CM. Nintex KissFlow K2 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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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.

Human resources

Streamline manual data entry for your HR specialists so they can focus on strategic initiatives.
Learn more
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Eliminate paper‑based workflows, decrease turnaround times, and improve efficiency in your institution.
Learn more
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Automate and integrate administrative banking processes at any scale on a single, no‑code platform.
Learn more
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Avoid cumbersome paperwork and focus more on patient care with an all‑in‑one, HIPAA‑ready solution.
Learn more
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Transform paper‑based workflows into straightforward cost‑efficient insurance processes.
Learn more
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Market Research

Gain a competitive advantage by automating entire document workflows in your marketing agency.
Learn more
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IT & Digital

Provide consistent experiences for your teams and customers with automated document workflows.
Learn more
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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 each 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.

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 workflow builder. In fact, this is an updated and easy‑to‑use interface that allows you to build a workflow 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 workflow builder?

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 workflow builder is no exception. The updated workflow builder 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 workflow builder 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 workflow 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 workflow. 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!