Design and visualize automation for any business process with airSlate
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.
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.
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.
See the airSlate drag-and-drop Flow creator in action
Powerful flow creator
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
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.
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.
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!