Automate document workflows with no-code robotic process automation

Use no-code airSlate Bots to automate routing, approvals, data analytics, and notifications. Set up Bots in minutes to trigger specific events or transfer information once data is received.
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Wagner College
Acadia
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Swarovski
Eversource
Integra
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Automate any part of your document workflow

Eliminate routine tasks, streamline processes, and connect to multiple cloud apps using airSlate’s no-code Bots.

Intuitive interface and setup

airSlate Bots are easy to set up, no coding experience necessary. Follow simple ‘if-this-then-that’ logic to add conditions and tasks for Bot automation in minutes.

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!
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Ashley Leftwich
Partner Engagement Manager at Rock The Street, Wall Street
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No-code Bots for any task

airSlate Bots send reminders, assign permissions, transfer data, and integrate with the services you already use. Choose from 100+ Bots working simultaneously to complete your routine tasks.

We were looking for a Automated process management solution. We have found the right solution for Robotic Process Automation with airSlate.
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Prof. Dimitri Armstrong II
Feest-Luettgen
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Get your custom Bot in a week

Can’t find the Bot you need for a specific task? Feel free to request it from the airSlate team. If we don’t have it in our library, we’ll create a new Bot for you in a week.

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.
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Anthony Matero
Operations at T2 Biosystems
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Powerful robotic process automation

Learn why airSlate’s RPA beats the competition
This chart represents a partial list of features available in airSlate, Nintex, KissFlow, K2 and Spring CM. Automation Anywhere Blue Prism Microsoft Power Automate
Automate repetitive tasks
Scheduling tasks
No-code bot configuration
No-code bot orchestration
No-code multi-cloud workflow automation
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
No-code automation bots
No-code integration bots
No-code archive bots
Custom bots
Batch processing
Real-time data routing
No-code conditional routing
Custom applications in Salesforce, NetSuite, Dynamics, Office 365
Natively multi-cloud
Onboarding
Workflow library
Embedded workflows
Task assignment
File sharing with teammates
Bulk send
No-code reminders and notifications
Expiration for process
Redirect to external link
Advanced recipient authentication
Recipient attachments
Accept payments
eSignature
Signing order
Certificate of completion
In person signing
Adding fillable fields to PDF files
Advanced fields in web form builder and PDF editor
Conditional fields in web form builder and PDF editor
Formula fields in web form builder and PDF editor
Actionable fields
Assign recipient roles to fields in web forms, PDFs and contracts
Assign recipient roles to forms, contracts and documents
In Editor comments
PDF editing
PDF annotations
Redlining documents
Web form builder
Drag & drop interface
Document generation
Spreadsheet creation
Document types
Document storage
Reusable templates
Contract negotiation
Contract lifecycle management
Document authoring and collaboration
Custom branding
SSO
User management
Organization administration
Audit trail
Multiple workspaces
Security and compliance
HIPAA compliance
No-code analytics
Custom reports
Mobile application
Want to see more features?

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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.
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GDPR compliance
Regulates the use and storage of personal data belonging to EU residents.
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Identifies organizational controls that secure your data & the privacy of your clients.
PCI DSS certification
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Protects the processing of your patients’ private health information.
CCPA compliant
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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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Education

Eliminate paper‑based workflows, decrease turnaround times, and improve efficiency in your institution.
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Finance

Automate and integrate administrative banking processes at any scale on a single, no‑code platform.
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Healthcare

Avoid cumbersome paperwork and focus more on patient care with an all‑in‑one, HIPAA‑ready solution.
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Insurance

Transform paper‑based workflows into straightforward cost‑efficient insurance processes.
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Market Research

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

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

How to Automate Workflows of Any Complexity From Top to Bottom With the Right RPA Software

The Robotic Process Automation revolution is taking the world by storm. Companies of all sizes are doing everything they can to get their hands on the best tools for achieving quality process enhancement. Though, to apply automation tools correctly, you need to identify the problems your business is facing and find the right solution. In this article, we’re going to go over a couple of common use-cases to show how businesses have used airSlate to tackle workflow bottlenecks. But first, let’s learn a little bit more about RPA automation in airSlate.

What is robotic process automation?

RPA technology is a new way of working using a digital workforce. airSlate provides a fully automated workflow run by Bots. A Bot is a software robot that completes an action or a set of actions without any assistance from a human. You can embed them in your workflow without code and tell them what to do with simple «if-this-then-that» logic. Bots are triggered after specific events in the document or in the Template. For example, the Export to Google Sheets Bot activates and exports data from a document to a Google Sheet after a specific action occurs.

What benefits does RPA offer?

RPA’s primary goal is enhancing process management in a way that, as much as possible, removes the chances for human error. Aside from reducing costs and saving time, robotic process automation tools offer other powerful benefits. Use them to:

  1. prevent mistakes by eliminating manual data entry;
  2. process a large number of documents, contracts and applications;
  3. analyze the effectiveness of each transaction using clear statistics;
  4. store documents accurately and avoid losing them;
  5. easily change the structure of the workflow according to new needs.

Where is robotic process automation most effective?

Of course, RPA tools cannot replace the need to build strong internal organizational structures. But it can significantly enhance existing processes and get rid of inefficient steps.

Implementing automation correctly drastically improves:
  1. Onboarding 
    Is a process that is more complicated than many realize. Any HR manager would be able to tell you that there is a lot going on behind the scenes, interlocking several departments including Legal, IT and Finance. Getting a new hire ready for work involves filling out documents, creating accounts, giving access and buying hardware/software. Managing information is tough and traditional processes are prone to errors because every step involves new paperwork and new paperwork means more manual writing and filling. An optimized onboarding workflow uses Bots that turn the complex into simple. A new employee only has to fill out one datasheet and with that datasheet Bots will automatically take the information, fill out the other needed forms and send those forms to the respective representative of each department.
  2. Invoice processing 
    Is very important and making one mistake on an invoice can be costly for your company. Normally, the finance department has to check and double-check each digit. It’s hard to imagine a more meticulous process. Burnout is common, leading to less effective work and even more errors. RPA tools enable the process to run without human intervention and greatly reduces the risk of mistakes. For example, in airSlate, when you receive a request, the invoice is automatically generated with the necessary data from your CPM system. After that, all you have to do is eSign it.
  3. Inventory management 
    Is a lengthy and extremely tedious endeavor. In large companies, counting can take up to a week or more. The question is: why does so much time and money have to be wasted on something like counting? Isn’t there a better way? The reason is it’s important. However, RPA technology turns a pile of paperwork into a cost-efficient process. With the right tools, products are categorized and organized on sheets. Any time that a product is sold, the system updates itself with each new document and automatically calculates the goods in stock. airSlate is a powerful inventory management system that saves you money by keeping a constant count of all inventory.

    Implement flexible no-code RPA software and manage resources on a single holistic platform avoiding all the typical pitfalls and bottlenecks. Join airSlate for free today!