Know your Customer Flow

The Know your Customer Flow is used by Sales departments to automate information research about customers before doing business.

Use Workflow

By clicking «Use Workflow», you agree to the Terms of Service and Privacy Policy

flow thumb

Know your Customer Flow

Know your Customer Flow

The Know your Customer Flow is used by Sales departments to automate information research about customers before doing business.

Use Workflow

By clicking «Use Workflow», you agree to the Terms of Service and Privacy Policy

Understand Your Clients Better with Know Your Customer 

Know Your Customer or KYC procedure recently was widespread only among banks. It was used to understand the financial manners of clients. Nowadays, more and more companies want to understand consumers, and this method gaining popularity. The basic elements of KYC are name, location, occupation, age, gender, nationality, contacts, payment information, and identity proof. Those criteria will help show the full portrait of the buyer and make regular charges concerning goods or services.

The features helping to automate the workflow are the following:

  1. HTML form — made to simplify data collection and management. Easy to share and fill out.
  2. Adjustable Bots, that control the process of filling out. They remind users about the necessity to file document and workflow owner about all changes.
  3. Secure environment for safe collecting and processing of information.
  4. The powerful toolkit, located fully in the cloud.
  5. Partner mode for non-team members with accessibility only to the HTML template you shared.

Creation of the electronic Know Your Customer Flow speeds up the process of gathering and systematization of all data.

Show more
Lines illustrations Flow feedback
Lines illustrations

Pre-fill Know your Customer Flow fields from a CRM, Spreadsheet or database records

Extract data from Know your Customer Flow to a CRM, Spreadsheet or database

Archive Know your Customer Flow to Google Drive, Dropbox, OneDrive and other cloud storage services

Assign recipients to fields and route the document automatically

Automate repetitive tasks in CRMs, G Suite, and other systems of record

Save an average of 8 hours per week with an automated Know your Customer Flow workflow

Spend an average of 10 minutes to complete a Know your Customer Flow document

Show more

No-code automation, integrations, configuration and distribution of Know your Customer Flow

  • Add additional fillable fields to Know your Customer Flow

    Workflow document feature example Workflow document feature example

  • Embed fillable Know your Customer Flow in your website or distribute it via a public link

    Workflow document feature example Workflow document feature example

  • Collect payments for Know your Customer Flow

    Workflow document feature example Workflow document feature example

  • Authenticate recipients for Know your Customer Flow

    Workflow document feature example Workflow document feature example

  • Request attachments for Know your Customer Flow from recipients

    Workflow document feature example Workflow document feature example

  • Integrate Know your Customer Flow with dynamic web-forms

    Workflow document feature example Workflow document feature example

  • Auto-generate documents from data in Know your Customer Flow

    Workflow document feature example Workflow document feature example
Show more
Documents & Forms included:
Rate Know your Customer Flow

4.5 out of 5

Rate this flow

Rate this form

Help your caterer improve their service by rating them

0

Thanks!

Your feedback has already sent

Use Workflow

By clicking «Use Workflow», you agree to the Terms of Service and Privacy Policy

Related flows

Automate business interactions with airSlate products

Deploy any business process with an all-in-one no-code automation platform.
Workflow features examples
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.
 Workflow features examples
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.
 Workflow features examples
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 features examples
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.
 Workflow features examples
Contract Negotiation
Pre-fill, generate from templates, comment, redline, track changes, approve and e-sign contracts in a single, integrated no-code business automation platform.
 Workflow features examples
Built-in e-signing
Use airSlate’s enterprise-grade e-signature to set up any multi-signature role-based workflow.
 Workflow features examples
Mobile-first web forms
Use airSlate’s drag-drop wizard to create powerful, interactive, mobile-native web forms.
 Workflow features examples
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.
 Workflow features examples
Аdvanced 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.

No-code Bot automation for any 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: 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.

Top-notch security and compliance

Stay up to date with industry-leading security standards to protect your sensitive information
Learn more about security
Security standart icon
PCI DSS certification
Payment Card Industry Data Security Standard
Security standart icon
SOC 2 Type II Certified
System and Organization Controls (Type Ⅱ)
Security standart icon
GDPR compliance
General Data Protection Regulation
Security standart icon
HIPAA compliance
Health Insurance Portability and Accountability Act
Learn more about security

Check out the airSlate Academy

Learn all automation How-to’s for FREE in less than 5 hours!
Free
Business Processes Automation with airSlate
Businesses benefit from airSlate on every level of process-automation. airSlate provides an array of necessary tools for optimizing the way a business operates. We created this course to share hands-on experience when using airSlate, rather than hav...
Free
Bot Basics
airSlate excels at automating routine processes and eliminating paper-based tasks. Now is the time to get to know how airSlate gets this done.This course will walk the user through the basic steps of setting up task automation using different types o...
Free
Workflow Analytics with airSlate
The workflow analytics course explains how to efficiently analyze a workflow and reduce or get rid of time-consuming tasks by means of automation. airSlate provides handy dashboard reports, configurable analytics, and an audit trail to help you monit...
Free
Digital Security and Compliance
airSlate deals with complex business workflows which often include optimizing docflows, simplifying management and reporting, and automating routine tasks such as routing and signing documents, all online. This course will take the user through the b...
Free
airSlate Fundamentals Certification Program
This program is aimed at those eager to commence their no-code automation journey and start increasing productivity and saving money. The program guides you through the entire process of learning airSlate basics to putting airSlate into action....
Free
Integrating Workflows with CRMs
The course gives a deep-dive into workflow integration with popular platforms such as Salesforce, Netsuite, and MS Dynamics 365. You will attain the skills needed to configure airSlate integrations with CRMs, routing documents, and transferring data....
Free
Automation in Action: Industry Use Cases
This course ensures you know exactly how airSlate saves you time and money both in theory and in practice. It demonstrates how actual companies integrate airSlate into their working processes. The course details common broken processes that discour...
Free
Introduction to Document Process Automation
The purpose of DPA is to automate monotonous document process workflows so that employees can refocus their efforts on more vital tasks such as decision making, problem-solving, and team collaboration. This course will help you stay in the know on do...
Free
Patient Intake Course
This course shows you how airSlate automates the patient intake workflow by transferring patient data from one document to another, revising and editing forms, creating patient records in CRMs/EMRs, and updating patient data after each visit within m...
Free
The Email Notification Bot
This course illustrates how to automate email notifications and get notified when your recipient opens a document you sent to them. By the end of the course, you’ll be able to add the Email Notification Bot to your workflow and configure it to you...
Free
Employee Onboarding Course
In this course, users will learn how to automate the signing and sending of onboarding paperwork such as W-4s, I-9s, and non-disclosures as well as setting reminders and notifications for these documents to ensure a smooth start for new hires. By th...
Free
The Roles Reminder Bot
This course goes over how to automate email reminders based on the recipient roles in your workflow. By the end of the course, you’ll be able to install and set up the Roles Reminder Bot on your own....
Free
IT Requests and Approvals Course
Learn how to create request forms with pre-filled information, accept or decline requests, and process payments on time. You will learn how to route and store documents in CRMs, company databases, or online clouds, using integration Bots. By the end...
Free
The Pre-fill from Google Sheets Bot
Learn how to automate the process of populating a Slate with data taken from a Google spreadsheet. By the end of this course, you will be able to install the Pre-fill from Google Sheets Bot and customize it to your needs....
Free
Contract Management Course
Learn how to create a new contract, add fillable fields to it, and configure no-code automation. These steps allow users to create compliant data-driven contracts, route them for signing, and negotiate in real-time. By the end of the course, users w...
Free
The Pre-fill from Excel Spreadsheet Bot
Learn how to automate the process of populating a Slate with data taken from an Excel spreadsheet. By the end of this course, you will know how to install the Pre-fill from Excel Spreadsheet Bot and customize it to your needs....
Free
Incident Reporting Course
This course will show you how to digitize, simplify, and streamline incident reporting workflows with airSlate. You will learn how to replace paper-based reports with configurable templates, minimizing the time and hassle associated with manual data ...
Free
Vendor Contract Approvals Course
Learn how to customize documents and forms with pre-filled information, sign contracts on time, and process payments in seconds. You will know how to automatically route and store documents in CRMs, company databases, Google Drive, or Dropbox. By th...
Free
The Pre-fill Document Bot
Learn how to automate the process of pre-filling one document with the data from another one. By the end of the course, you will be able to install the Pre-fill Document Bot and set it up according to your needs....
Free
Invoice Processing Course
In this course, you will learn how to automate invoice processing, reduce the amount of time spent on processing a payment from days to hours, and minimize manual data entry. By the end of the course, you will be able to build and implement the invo...
Free
The Pre-fill from Salesforce Record Bot
Learn how to automate the process of populating Slates with data taken from Salesforce records. By the end of this course, you will be able to install the Pre-fill from Salesforce Record Bot and customize it to your needs....
Free
Student Registration Automation Course
This course shows you how airSlate automates the student registration process by collecting student information via digital forms, assigning roles to individuals in a workflow, and storing and processing the data collected. By the end of this course...
Free
The Pre-fill from MySQL Bot
Learn how to automatically pre-fill a Slate with data taken from a MySQL database. By the end of this course, you will be able to install the Pre-fill from MySQL Bot and adjust it to your workflow....
Free
Digital Lending: A Roadmap to ROI and Intelligent Automation
We’ve created this course in partnership with Turnkey Lender to help you discover the ins and outs of digital lending, its benefits, types, and services. You will learn how Turnkey Lender delivers a seamless digital lending experience, as well as t...
Free
Travel Request Course
Discover how automation helps improve travel approvals and manage costs efficiently. Learn how to enhance your management of travel requests using forms with pre-filled contact information and attached receipts. By integrating these tools with your ...
Free
The Pre-fill Slate from MS Dynamics 365 Records Bot
Learn how to use the Bot to automatically pre-fill a Slate with data from one or multiple related MS Dynamics 365 records. By the end of this course, you will be able to add the Pre-fill Slate from MS Dynamics 365 Records Bot to your workflow and s...
Free
The Pre-fill from NetSuite Records Bot
Learn how to use this Bot to automatically transfer data from a NetSuite record to specific fields in a Slate. By the end of this course, you will be able to add the Pre-fill from NetSuite Records Bot to your workflow and set it up....
Free
The Update Salesforce Record Bot
Learn how to use the Bot to automatically update Salesforce records with data taken from a completed Slate. By the end of this course, you will be able to add the Update Salesforce Record Bot to your workflow and set it up....
Free
The Create Salesforce Record Bot
Learn how to automate the process of creating Salesforce records using data from completed Slates. By the end of this course, you will be able to install the Create Salesforce Record Bot and customize it to your needs....
Free
The Send a Slate to Salesforce Contact Bot
Learn how to automate the process of emailing Slates to anyone in a Salesforce contact list so that they can follow the Slate link and fill in their required information. By the end of this course, you will be able to install the Send a Slate to Sal...
Free
The Export to Salesforce Bot
Learn how to automate the process of adding Slates as Salesforce attachments using the Export to Salesforce Bot. By the end of this course, you will be able to install the Bot and customize it to your workflow....
Free
Price Quoting Course
In this course, you will learn how to enhance the price quoting workflow, minimize manual data entry, improve collaboration between teams and departments, and reduce the time it takes to close sales deals....
Free
The Export to Google Sheet Bot
Learn how to automate the process of populating a Google spreadsheet with information from a Slate in your workflow. By the end of this course, you will be able to install the Export to Google Sheet Bot and customize it according to your needs....
Free
The Google Drive Bot
Learn how to automate the process of archiving completed Slates to a specific folder in your Google Drive. By the end of this course, you will be able to add the Google Drive Bot to your workflow and customize it according to your needs....
Free
The Google Calendar Bot
Learn how to automate the process of creating Google events with data taken from your Slates. By the end of this course, you will be able to add the Google Calendar Bot to your workflow and adjust it to your needs....
Free
The Rename Slate Bot
Learn how to set up the Bot to automatically create a new name and assign it to a Slate. By the end of this course, you will be able to add the Rename Slate Bot to your workflow and set it up....
Free
The Send a Slate to Role Bot
Learn how to automate the process of assigning a role to a certain recipient in order for them to complete a Slate. By the end of this course, you will be able to install the Send a Slate to Role Bot and customize it to your Flow’s needs....
Free
Partnership Agreement Course
This course demonstrates how automation is used to streamline the process of setting up a partnership agreement from beginning to end. You will learn fast and easy ways for drafting partnership agreements and collecting signatures without scanning, p...
Free
The Dropbox Bot
Learn how to automatically store completed Slates to a specific folder in Dropbox. By the end of this course, you will be able to add the Dropbox Bot to your workflow and customize it according to your needs....

Searches related to Know your Customer Flow

Know Your Customer Form Pre-fill from Excel Spreadsheet Bot Pre-fill from Excel Spreadsheet Dropdown Options Bot Export to NetSuite Bot Google Calendar Bot airSlate document generation software document workflow software