Design and visualize automation using the no-code workflow builder
Design, visualize, and automate any document workflow. No coding needed.
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!
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 Online workflow diagram maker solution. We have found the right solution for Workflow Builder with airSlate.
Add no-code Bots and start your workflow in one click
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.
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.
Powerful workflow builder
|This chart represents a partial list of features available in airSlate, Nintex, KissFlow, K2 and Spring CM.||Nintex||KissFlow||K2||Spring CM|
|Drag & drop interface|
|Configurable custom workflows|
|Custom workflow routing|
|No-code conditional routing|
|Role-based field access|
|Role-based document access|
|No-code multi-cloud workflow automation|
|Visualized comparative analytics|
|PDF, CSV, XLS data reports|
|Real-time data updates|
|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|
|Certificate of completion||
|In person signing||
|Adding fillable fields to PDF files|
|In Editor comments|
|Web form builder|
|Document authoring and collaboration|
|Contract lifecycle management|
|Security and compliance|
|File sharing with teammates|
|No-code reminders and notifications|
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Questions & answers
Automate document workflows with airSlate products
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.
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.
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!