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Amazing Platform, Customized for our special needs, Sophisticated, Smart & Cutting-Edge!

Amazing Platform, Customized for our special needs, Sophisticated, Smart & Cutting-Edge!

My experience with airSlate WorkFlow has been remarkable. I worked with Olga, who taught me how to work with slates, flows, and bots! Exciting! We had two custom requirements that weren't readily available, so their engineering team went to work and created a work-around for one (that makes it better than we asked for) and did something magic that made the other happen. Olga was the consummate professional, even testing for me after we went live and contacting me when she found something not quite right. We were looking at three separate software platforms to do what airSlate can do. It is truly document automation and I'm thrilled we found them for our start-up business. Highly Recommend. Read original

Julia Whitfield , Executive Director

Amazing Platform, Customized for our special needs, Sophisticated, Smart & Cutting-Edge!

About company

Read more about this customer

Champ Plan Advisors introduce technology that enables companies to ensure immediate and long-term savings for their employees’ health insurance plans. The company was developed as an AI-driven smartphone app to allow for significant tax reductions and behavioral changes for health improvements. Read more about this customer

Kickstart your automation journey

Experience the power of automation for your document workflows

Bot library

Pre-fill from Magento 2.x Records

Pre-fill documents with data from Magento records...

Update UIPath Record Bot

Archive to SharePoint Folder Bot

Archive completed documents to SharePoint folder...

Create MS Dynamics 365 Records Bot

Create MS Dynamics 365 records using data from completed documents...

Notify via Twitter on Documents Opening

Send direct message when a recipient opens the documents...

Invoke MS Dynamics 365 Workflow on Completion

Start an MS Dynamics 365 workflow after documents completion...

Pre-fill from Office 365 Excel Bot

Pre-fill documents with data from a Microsoft 365 Excel spreadsheet...

Export to Google Sheets Bot

Export data from a document to Google Sheets...

Pre-fill Salesforce Record Attachments

Pre-fill Salesforce files into document placeholder...

Create HubSpot Records Bot

Create HubSpot records using data from completed documents...

Send Document via SMS Bot

Send a document as a ZIP archieve via SMS...

Save to Procore Bot

Archive Slate and put it into the Procore folder...

Flow templates

Customize templates, connect to multiple data sources and add them to your contract workflows.

Capital Expenditure Request Approval

The Capital Expenditure Request Flow is used by accounting and finance departments to get expenditure requests approved by their company’s CFO and CEO....

Collecting Employee Feedback

The Employee Feedback Flow is used by HR departments to collect anonymous employee feedback via a custom URL available as a public link....

Contract Management

The Contract Management Flow is used by a company’s Procurement department to automate the process of purchasing goods or services on contract....

Employee Onboarding

The Employee Onboarding Flow is used by HR departments to automatically collect new employee information for future use....

Vacation/Leave Request

Automatically collect approved vacation request forms with airSlate. Integrate with your CRM with no coding required. Try out the seamless workflow automation....

Requesting Newsletter Approval

Marketing departments use the Newsletter Approval Flow to automate the process of requesting design and content approval prior to publishing....

The Sales Invoice Flow is used by Sales departments to create and approve sales invoices before sending them to customers....

Budget Approval

The Budget Approval Flow is used by Accounting and Finance Departments to automate and speed up the approval processes for funding company initiatives....

Marketing Campaign

A Marketing Campaign Flow is used by Marketing departments to automate reviews and approvals of new marketing campaigns....

Internal Job Application

The Internal Job Application Flow is used by HR departments to automate the process of collecting and reviewing applications for new hires....

Accounting and finance departments use the Travel Request Flow to automate the process of managing employee requests for planning business trips or requesting assistance for upcoming travel plans....

Item Purchase Order

Accounting and finance departments use the Item Purchase Order Flow to automate the process of creating and approving purchase orders for various items....