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airSlate WorkFlow has been a great addition to our business!

airSlate WorkFlow has been a great addition to our business!

airSlate WorkFlow has been a great addition to our business! It integrates well with Salesforce allowing our team to seamlessly get custom documents ready for signatures within our Salesforce record! The automation that follows is top-notch, making it so that our team is not wasting time and resources uploading and saving documents after they are completed. Also, Igor has been a tremendous help! From when we first got set up to now, Igor has been able to guide us and ensure that we are using WorkFlow in the best way possible to suit our needs. He has also helped us tailor a few things to fit our company’s needs. Great product and superb customer service! Read original

Michael Moore , Insurance Advisor

airSlate WorkFlow has been a great addition to our business!

About company

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Transition Insurance Agency provides insurance services to families and businesses in North Carolina, South Carolina, and Georgia. The company offers a wide range of services and coverage options for almost all situations while also aiming to provide great service and educated guidance. Transition Insurance Agency utilizes cutting-edge technology to speed up delivery, increase communication, and build relationships. Read more about this customer

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Experience the power of automation for your document workflows

Bot library

Send SendGrid Email Campaign

Send emails to recipients using SendGrid...

Export Custom Values to Google Sheets Bot

Export custom data to Google Sheets...

Pre-fill Dropdowns from Excel Spreadsheet Bot

Pre-fill dropdown fields with data from a XLS/XLSX file...

Pre-fill from Doc to Doc Bot

Pre-fill a document with data from another document or within the same document...

Enable Documents Completion via Slack

Transfer data between the documents and Slack...

Create ActiveCampaign Records Bot

Create ActiveCampaign records using data from completed documents...

Email on Documents Completion Bot

Send email notifications when a recipient completes the documents...

Export to Formstack documents Bot

Export data from a document to Formstack Documents...

Pre-fill with Custom Data Bot

Pre-fill documents with custom values...

Create Technical Revision Bot

Create a Revision without inviting recipients to fill out a document...

Send Webhook on Documents Completion Bot

Convert data into JSON and transfer it to the specified URL...

Export Custom Values to Formstack Documents Bot

Export custom data to Formstack Documents...

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....

Check out the airSlate Academy

Learn all automation How-to’s for FREE in less than 5 hours!

A Roadmap to Digital Transformation

Rethink how your organization uses resources and completes processes. Learn how to implement digital technologies that boost your existing processes by enhancing efficiency and improving the customer experience.

Working with Spreadsheets in airSlate WorkFlow

Are you ready to take your experience with spreadsheets to the next level? Acquire new skills, streamline paperwork, and make a difference where it counts.

airSlate WorkFlow 101

Are you ready to change the way you handle paperwork? Discover how to automate document workflows within one platform and keep things running smoothly.

No-Code Bots: the Ultimate Guide

Looking for a no-code tool capable of managing every routine task in your document workflows? Discover how user-friendly software bots enhance work efficiency.

Salesforce Contract Negotiation with airSlate WorkFlow

Is your team butting heads when negotiating contracts with stakeholders from inside and outside Salesforce? Discover how to manage a fast and neat contract negotiation process to keep all the data you need at hand without leaving Salesforce.

The Basics of Document Generation & Contract Negotiation

Still filling in data-heavy contracts manually? Find out how to automate contract generation, negotiate terms, and get contracts signed without hassle for every stakeholder.

Web Forms and Their Types

Collect any data type in seconds — all you need is an optimized web form. Discover how to create dynamic online forms for any business use case quickly and seamlessly.

Integrating airSlate WorkFlow with MS Dynamics 365

Are you looking for ways to improve your daily operations with data in MS Dynamics 365? Make things easier for your MS Dynamics 365 organization by connecting to the apps you use and automatically routing large amounts of data to your document workflows with a single click.

Integrating airSlate WorkFlow with NetSuite

Are you looking for the best way to manage integrations, analytics, and reporting in your NetSuite organization? Discover how to use built-in integrations, track the processes you run, and automatically generate reports right from your NetSuite account.

Getting Started with airSlate WorkFlow for Salesforce

Are your data-heavy operations in Salesforce fast and seamless? Retain control of your document workflows by automatically launching and optimizing them without leaving your Salesforce organization.

airSlate WorkFlow Functionality for Salesforce Teams

How many challenges do you face when managing your team or enabling specific functionality in Salesforce? Learn how to adjust your workspace, grant permissions to users, and provide access to document workflow automation tools without any additional logins or verification right in Salesforce.

airSlate WorkFlow Analytics

Looking for ways to improve workflow efficiency? We’ve got you covered. Analyze your workflow metrics, visualize data on your dashboard, and reveal insights to make data-driven decisions.

airSlate WorkFlow Automation for Salesforce Bulk Sends

Do you know how to send documents to multiple Salesforce recipients in one click? Find out how to automatically send the documents you need to multiple recipients on schedule without copying and pasting emails one by one.

Automation Bots

Is it possible to automate without any coding skills? Now it’s easier than ever! Learn how to delegate tedious, time-consuming tasks to no-code software robots in just a few clicks.

Automation in Action: Industry Use Cases

Are you looking to put automated workflows into practice? Take a brief overview of some real-life examples to see how our customers use no-code automation to succeed.

Are you looking for ways to improve your business processes but aren’t sure where to start? Learn how to enhance the performance of your existing processes and get things done while serving customers and generating revenue.

Running Salesforce Operations in airSlate WorkFlow

How much time do you spend on scheduling and running parallel tasks in Salesforce? Find out how best to handle multi-level Salesforce processes, including visualizing steps, sending multiple documents at once, and managing access permissions for different recipients.

Business Process Automation

Looking for ways to enhance business performance with minimal time and hassle? Learn how to simplify your daily routine and transform your manual processes into fully-automated workflows.

Business Process Mapping

Are you facing chaos, inaccuracies, and other bottlenecks while trying to manage business processes? Find a way to increase visibility, maintain more control over your processes, and get things done quickly and accurately.

Citizen Development: What’s It About?

Did you know that even non-technical users can build services and apps? Discover how to develop faster for less, increase productivity and work effectiveness, reduce operating costs, and minimize your IT backlog.

Collecting Data for Salesforce Records

Is collecting customer data taking too much time and creating hassle for your business in Salesforce? Automate your document workflows, collect customer data with ease, and seamlessly route data between the systems you’re using.

Automating Contract Management

Spending too much time managing contracts? We’ve got you covered. Discover how to eliminate excessive paperwork, reclaim working hours, and reduce your number of administrative tasks so you can focus on higher-priority business goals.

Contract Negotiation

Looking for a way to streamline processes related to contract negotiation? Discover how to automate the contract lifecycle, from creating a document to getting it finalized with minimal time and hassle.

Automating Course Enrollment

Student enrollment goes hand in hand with piles of registration forms that must be processed, sorted, and stored. Sound familiar? Discover how to make the course enrollment experience easier for your students by eliminating time-wasters and process hassles.

Create Event in Google Calendar

Getting lost among the many tasks you’re handling or forgetting to schedule important meetings? Find your way to seamless scheduling and planning by automatically creating events in Google Calendar.

airSlate WorkFlow: Designing Automation

Get ahead of the game with quick and easy automation of complicated document tasks. Say goodbye to tedious paperwork and let automation take care of the hard work for you.

CRM Integrations: a Brief Outline

Are you interested in streamlining your company’s relationships and improving customer interactions? Find a better way to streamline processes, keep your customers aligned, and drive revenue.

Data Movement Bots

Still wasting time transferring data between documents manually? Forget about this tiresome, error-prone process with dedicated no-code software robots.

Working with airSlate WorkFlow Documents

Gain peace of mind with process visibility. Unlock the potential of seamless document preparation and enjoy greater transparency over your business routine.

Different Ways to Create Documents from Salesforce Records

Did you know you can automatically initiate processes and run document workflows right from Salesforce? Now you can connect your Salesforce organization to external pages, applications, or other systems you use with a single click of a button.

Digital Lending: a Roadmap to ROI and Intelligent Automation

Take a deep dive into today's world of digital lending. Get to know how to boost productivity and establish profitable processes for issuing loans while delivering a seamless digital lending experience.

Digital Security at airSlate

Take a deep dive into the most popular industry-leading security standards and discover how to automate entire company workflows while keeping data protected.

Document Automation Hub: Workflow Automation APIs

Discover a simple way to upgrade your approach to working with documents by integrating your automated workflows with your website, CRM, application, etc. Learn how to use the airSlate API to automate and streamline document processes within your organization.

Document Generation

Refine the quality of your documents with critical business data in seconds. Sounds unrealistic? Discover how fast, simple, and flexible automatic document generation can be.

Introduction to Document Process Automation

Searching for a better way to manage document workflows? Learn how to improve document processes, reduce manual errors, and save time, all without coding.

Electronic Signature for Small Businesses

Are you ready to leap into a future where signing documents is as easy as the click of a button? Our comprehensive course on electronic signatures teaches you everything you need to revolutionize your signing process.

Electronic Signatures: Past, Present, and Future

Embark on a captivating journey through the evolution of electronic signatures, discovering their revolutionary impact on traditional paperwork and business processes. Delve deeper into the fascinating history, remarkable advancements, and promising future prospects of electronic signatures.

Email on Documents Completion

Are you looking to track when exactly your documents are completed and where they will go next? Stay on top of your documents’ completion by receiving automatic emails with completed documents attached.

Email on Documents Opening

Tired of wondering if recipients have reviewed the documents you’ve shared with them? Learn how to stay in the loop on the status of your documents and get them completed quickly and easily.

Automating Employee Onboarding

Onboarding a new employee goes hand in hand with hours of exhaustive paperwork and lost working hours. Sound familiar? Learn how to streamline employee onboarding documentation processes and make the best first impression.

eSignature Legality & Security Essentials

Are you ready to harness the full potential of electronic signatures within your professional domain? Unlock the power of electronic signatures with our comprehensive course designed to demystify their legal underpinnings and ensure secure implementation.

eSignature: Let’s Get Started

Get familiar with digital documents and start creating secure, legally-binding eSignatures in seconds. Discover useful tips for selecting the right solution that suits your needs and delivers a variety of benefits to your day-to-day processes.

eSignature: Mastering Document Signing in Emails

Embark on an engaging journey to guarantee document integrity and confidentiality. Discover how to securely e-sign documents sent via email and select the optimal eSignature solution tailored to your requirements.

Workflow Versioning

Changing your working routine doesn't have to mean creating a new process from scratch. Discover how to get the most out of your document workflows while minimizing time and hassle.

Generating Documents with Salesforce Data

Looking to change how your organization handles sales-based workflows and generates data-driven documents in Salesforce? Get familiar with document generation tools to automatically create reusable templates with dynamic data for multiple workflows in Salesforce.

Getting Started with airSlate WorkFlow

Swamped by your workload? Discover an easier way to take control of your workflows, improve transparency, and keep your team on the same page.

Getting Started with pdfFiller

Discover how to make your documents accurate and professional. Learn the basics of pdfFiller and explore the opportunities at your fingertips for building paperless workflows.

Getting started with SignNow API

Are you looking to streamline your document workflows? Learn how to enhance your website or mobile app’s user experience with SignNow’s powerful eSignature API in a way that keeps customers coming back.

Automating Incident Reporting

‘Safety first’ should be the motto of every employer. Get to know how to quickly and efficiently respond to work-related incidents, maintain a safe environment at your place of work, and prevent incidents from recurring.

Integration Bots

Looking for ways to combine cloud storage, email services, CRMs, and spreadsheets into one workflow? airSlate integration software robots have a simple, no-code answer for you.

Introduction to pdfFiller

Looking for a better way to handle paperwork? Take your first steps towards digital transformation to understand its impact on different industries and pdfFiller’s role in the process.

Introduction to Robotic Process Automation

Are you ready to supercharge your business processes and boost productivity with automation? Dive into the transformative world of robotic process automation and discover how no-code technology can streamline your operations.

The Basics of SignNow Usage: Key Concepts

Dive into the world of eSignature workflows with SignNow. Discover how to harness our features for enhanced efficiency and align them with your business goals. Start your journey towards seamless eSignature processes and efficient document management today!

Automating Invoice Processing

Time is money, who would argue? The faster an invoice is processed, the sooner money exchanges hands. Learn how to convert your complex invoicing processes into fast and easy automated workflows.

Automating IT Requests and Approvals

Handling approval processes can consume multiple working hours. Sound familiar? Discover how to make your approval process more flexible, transparent, and accurate without writing a single line of code.

The Basics of SignNow Usage: Templates

Take your eSignature workflows to the next level with SignNow templates! Master the art of template preparation for repeated use and tailor document management to fit the unique demands of your business.

Automating Partnership Agreement

Ready to take your partnership agreements to the next level? Discover how to generate your partnership agreements in minutes and automate your most used actions without writing a single line of code.

Automating Patient Intake

Does your patient intake process amount to piles of paperwork and hours of wasted time? Not anymore. Discover how to replace paper-based forms with online documents, cut administrative process routines from hours to minutes, and keep completed documents in one place.

Permissions Bots

Facing issues with document access control? Don’t stress. Discover how to use dedicated software robots to stand watch over your document access.

Pre-fill from Doc to Doc

How much time do you spend copying information from one document to another? Learn how to automatically route data between multiple documents to save time and eliminate the hassle of completing high-priority tasks on a deadline.

Pre-fill from Excel Spreadsheet

Working with spreadsheets shouldn’t involve micromanagement. Simplify your most complex operations in Excel spreadsheets by automatically routing data to your document workflows.

Pre-fill from Google Sheets

Looking for the best way to keep important calculations and numbers from spreadsheets at hand? Learn how to automate the process of populating your document workflows with any information from Google Sheets without manual input or risk of error.

Pre-fill from MS Dynamics 365 Records

How often do you get tied up with data migration in your MS Dynamics 365 organization? Discover an easy way to transfer the data you need from MS Dynamics 365 to the document workflows you’re running.

Pre-fill from MySQL

Working with large amounts of data in MySQL can easily spiral out of control. Discover how to enhance your data-heavy operations in MySQL by automatically populating your documents with the information you need.

Pre-fill from Salesforce Records

Do you still lose time transferring customer data from Salesforce into the documents you need? Make your sales workflows fast and accurate by automatically moving information between Salesforce records and contracts, sales orders, or the proposals you’re working on.

Automating Price Quoting

Sales and procurement departments are easily burdened with piles of documents. They often spend most of their working days processing paperwork. Discover a simple way to make price quoting processes more efficient, flexible, and transparent.

Remind Recipients to Complete Documents

How often do your customers or colleagues forget about or misplace documents? Relieve yourself from ever having to track down documents or deal with sending overdue reminders to recipients.

Scheduled Autostart for Document Workflows

Eliminate any lack of transparency when it comes to document processes. Keep your finger on the pulse of when and how your document workflows run, and enjoy peace of mind.

Signing Documents with SignNow

Embrace a paperless future and sign your documents with ease! Discover how to simplify and expedite your signing process with SignNow, create legally binding eSignatures, and easily manage your documents.

SignNow 101 for Subscription Administrators

Progress through every step of setting up your SignNow account for Subscription Administrators. Discover how to manage and allocate user licenses, create organizations, build teams, apply customized branding, and much more.

The Basics of SignNow Usage: Documents

Maximize your document-handling capabilities with SignNow. Effortlessly learn to draft, prep, and dispatch your digital documents for eSigning — whether for one recipient or many. Elevate your document management skills with ease for free!

SignNow eSignature: Beginner's Guide

Explore a robust eSignature solution and how businesses across industries are reaping the benefits. Delve into real-world scenarios and success stories that vividly showcase the transformative impact of SignNow.

SignNow Power User

Take your eSignature workflows to the next level with SignNow's advanced functionality. Explore a more straightforward way to handle document packages, get them eSigned, and enhance team collaboration for seamless business workflows.

Syncing Salesforce Data between Multiple Systems

Are you still switching between different apps and getting lost between different data storage solutions when routing your documents from inside and outside Salesforce? Start automatically storing completed contracts, sales orders, and reports to the cloud storage apps of your choice.

Team Management in airSlate WorkFlow

Boost your team’s productivity and empower colleagues to work smarter together. Discover how to simplify onboarding, management, and collaboration on document workflows.

Create Salesforce Records

How much time and headache do you endure when saving information from new stakeholders and customers to the right place in Salesforce? Learn how to simplify the most problematic and time-consuming data-based operations for your Salesforce organization.

Save to Dropbox

Document storage has never been simpler. You no longer need to manually place completed documents in your Dropbox folders. Discover how to streamline document archiving upon file completion and keep documents organized with no-code workflow automation.

Export to Google Sheets

Do you find errors or typos when pulling large amounts of data into spreadsheets? Learn how to completely get rid of any mistakes that occur in spreadsheets while automatically populating Google Sheets with data from your documents.

Export to NetSuite

Do you spend hours going through complicated setups, endless installations, or paying for expensive integrations just to route data? Discover a simple way to keep the documents and data in your NetSuite organization safe.

Export to Salesforce

Delegate document transfers to no-code automation! Discover how to simplify and streamline your Salesforce processes by instantly attaching completed documents without going through any manual motions.

Save to Google Drive

Still worrying about your critical documents being safely and properly stored in your cloud services? Run organized and consistent document workflows by automatically archiving completed documents to the Google Drive folders of your choice.

Hide Signatures New

Are you able to secure the personal information of customers when sharing documents for signature? Discover how to ensure the proper level of data safety, security, and legal compliance for your document workflows.

Pre-fill from NetSuite Records

Why waste time on moving data between records manually? Discover a fast and simple way to eliminate inaccuracies by automatically pre-filling your documents with NetSuite data.

Pre-fill from Microsoft 365 Excel

Do you still face errors, delays, and hassle while handling large amounts of data in spreadsheets? Learn how to make your operations fast and seamless by automatically populating documents with data from Microsoft 365 Excel spreadsheets.

Pre-fill with Custom Data

How many mistakes do you or your recipients make when filling out documents? Make data entry fast and accurate by automatically populating documents with predefined information.

Rename Document

Do you sometimes misplace documents or spend ages searching for the one you need? Discover how to keep your paperwork organized by automatically renaming documents using filled-in information, recipient names, current data, and other criteria.

Rename Workflow Instances on Completion

Isn’t it easier to sort document packages when they are properly named? Discover how to automatically change names for your sets of documents using recipient data.

The Ultimate Guide to Electronic Signature Generation

Get ready to dive into the dynamic world of electronic signatures! Explore the crucial role of electronic signatures in modernizing business operations, unlocking unparalleled efficiency, and security benefits.

Update Salesforce Records

Update your Salesforce records with new data in seconds. Sounds too good to be true? Discover how to keep your Salesforce record automatically updated and accurate without lifting a finger.

Automating Travel Reimbursement

Is your ability to manage travel expenses stifled by cumbersome reports, hours of administrative work, and payment delays? Discover how to speed up travel reimbursement workflows and focus on more crucial tasks rather than paperwork.

Understanding Document Management

Tired of piles of paperwork, unorganized data, typos, and other error-prone document processes? Discover a better way to handle document workflows and get things done faster with greater accuracy.

Automating Vendor Contract Management

Is managing vendors challenging and time-consuming for your business? Don’t worry. Discover how to level up the efficiency of your day-to-day processes by simplifying the approval and onboarding of new vendors.

Tired of time-consuming data collection processes? Discover how to automatically gather and transfer data between documents and systems, enhancing efficiency and delivering a seamless customer experience.

Workflow Builder: From Beginner to Pro

Get better visibility into your document processes with an intuitive drag-and-drop interface. Discover how to create, visualize, and automate workflows in minutes.

Your First pdfFiller Document

Take your first steps toward creating paperless workflows in pdfFiller. Discover how to edit, manage, and share documents online using an all-in-one solution.