Design and visualize automation using the no-code workflow creator

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

See the airSlate drag-and-drop Template creator in action

Learn how to design automated document workflows using the drag-and-drop interface.
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Powerful Template creator

Learn why airSlate’s drag-and-drop functionality 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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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 reach out to us.
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airSlate enables you to map out a workflow and take a closer look at the details. With the process flow creator, you can visualize any process regardless of the number of established actions. Add participants, replace steps, and change conditions as you like. Advanced settings are available for each step, so keep configuring your workflow until satisfied.

A process flow diagram creator is a solution that builds a flowchart of any process to present a sequence of steps. No matter which department uses this process, the workflow creator will help design a clear and straightforward algorithm. In general, creating a diagram helps to model, optimize, and enhance your process. Using a drag and drop editing solution, you can eliminate and move steps to get rid of bottlenecks.

Once you've created your interactive form using airSlate, you can start setting up your workflow. Use drag and drop editing tools, pick a Step or a Branch, and insert it into your workflow. Add roles and conditions to each step to trigger any action. Save your changes and launch the workflow by sharing a document via link or email.

A diagram fully reflects the process as it is. So when you create your flowchart, make sure you don't miss a single step. If your process is sequential, use Steps. If there are parallel processes, use Branches. Double check the visual presentation of your workflow before launching it and remove bottlenecks as you find them. One more tip, name each action to navigate between them easily.

A comprehensible visual representation of workflow is a diagram. It includes all the actions that take place in your process and also links these actions in a logical order. Also, the diagram distinguishes between sequential and parallel steps. Thus, anyone who looks at the chart will be able to follow the process from the very beginning.

A parallel workflow, also called an unordered workflow delivers documents to multiple users at once. Nobody has to wait for others to complete or approve their designated parts of the form or contract. To launch parallel document routing with the airSlate process creator, use Branches. Don't forget to set trigger conditions to guide the document. The process is based on if-that-then-that logic to help you create an algorithm for your Flow.

airSlate has an intuitive process creator interface. You just need to drag steps or branches and connect them to each other. Name each step to get a full visualization of your workflow from beginning to end. Once you've finished, click Done and test your Flow.

As the name suggests, you just need to pull blocks and insert them into your workflow. For each step, you can install a Bot to automate an action. airSlate provides a no-code process creator, so you don't need programming skills to use it. Create an efficient online workflow without printing, manual data entry, or error-prone processes.

To get a visual representation of a workflow, go to the Flow settings. There, you can look at the sequence of steps and change them if you want. To add more steps, just drag and drop an item from the left menu. In addition, airSlate allows you to name each step to get a clear picture.

Any workflow is a sequence of specific actions. To better understand the whole workflow and quickly find bottlenecks, process visualisation is essential. Using the airSlate workflow creator, you can take a closer look at steps and make changes. By polishing every action, you achieve the perfect workflow that suits your needs.

airSlate developers enable users who don't have a programming background to automate workflows in a few clicks. Even if you haven't used a drag and drop software builder before, the solution's intuitive interface will help bring all your ideas into reality. On average, setting up a process takes half an hour. You edit documents, add participants, and set up Bots. Then, click one button to launch your workflow.

airSlate helps you create an end-to-end process. What that means is you’re able to build a workflow from the first document to gathering data within one solution. The comprehensive workflow creator enables you to upload and edit templates, configure steps, set up Bots, distribute your Flow, and get results.

Automate document workflows with airSlate products

Deploy any workflow with an all-in-one workflow automation platform.

No-code Bot automation for any online 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 online: 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 online 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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Try airSlate’s all-in-one document workflow automation for free

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 Template Creator. In fact, this is an updated and easy-to-use interface that allows you to build a Template 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 Template 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 Template Creator is no exception. The updated Template 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 Template 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 Flow’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 Template that adapts to any case according to the prescribed algorithm.

Parallel document sharing

The parallel sending function enables the transfer of a Flow 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 Template. 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 Flow, 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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