Effortlessly automate Executive Summary using Flow template

Effortlessly automate Executive Summary using Flow template

The Executive Summary Flow is used by sales departments to automate contract management processes and speed up customer data collection.

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Get your business processes up and running in minutes, not days

Use the Executive Summary Flow to create and manage sales processes for you and your team. By incorporating automation into your organization’s internal interactions, you can completely replace most manual paperwork routines with end-to-end automation.

When properly set up, airSlate’s business automation provides sales teams with the tools to:

  1. Set up fully automated end-to-end document-driven workflows
  2. Reduce paper-based tasks and manual copy-paste work
  3. Maintain transparency in the sales process
  4. Go green (environmentally and financially) with less recycled paper
  5. Make the user experience for both managers and clients exciting and straightforward

Any time there’s a change in your processes, you can easily modify the existing structure of your automated workflows via the settings, without having to write a single line of code.

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Pre-fill Executive Summary fields from a CRM, Spreadsheet or database records

Extract data from Executive Summary to a CRM, Spreadsheet or database

Archive Executive Summary 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 Executive Summary workflow

Spend an average of 10 minutes to complete a Executive Summary document

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No-code automation, integrations, configuration and distribution of Executive Summary

  • Add additional fillable fields to Executive Summary

    Workflow document feature example Workflow document feature example

  • Embed fillable Executive Summary in your website or distribute it via a public link

    Workflow document feature example Workflow document feature example

  • Collect payments for Executive Summary

    Workflow document feature example Workflow document feature example

  • Authenticate recipients for Executive Summary

    Workflow document feature example Workflow document feature example

  • Request attachments for Executive Summary from recipients

    Workflow document feature example Workflow document feature example

  • Integrate Executive Summary with dynamic web-forms

    Workflow document feature example Workflow document feature example

  • Auto-generate documents from data in Executive Summary

    Workflow document feature example Workflow document feature example
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Automate document workflows with airSlate products

Deploy any workflow with an all-in-one workflow 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, eSignature 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 eSign contracts in a single, integrated no-code business automation platform.
 Workflow features examples
Built-in eSigning
Use airSlate’s enterprise-grade eSignature 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
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PCI DSS certification
Payment Card Industry Data Security Standard
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SOC 2 Type II Certified
System and Organization Controls (Type Ⅱ)
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GDPR compliance
General Data Protection Regulation
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HIPAA compliance
Health Insurance Portability and Accountability Act
Learn more about security

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Move your organization operations forward by establishing a highly effective executive summary flow

Are you trying to find more streamlined methods of dealing with your day-to-day procedures and business transactions? Look no further than airSlate. It’s a multi-cloud, no-code service that helps increase the pace of a company’s crucial paper-based processes and make them certified with business requirements.
Discover ways to set up and customize the executive summary flow and dramatically decrease the time both you and your colleagues dedicate to routine duties using this guide.

How to create and configure the executive summary flow

  1. Create a free account with airSlate. Log in to your existing account if you’ve already created one.
  2. When logged in, go to the Workspace section. Pick a Workspace to work in or make a new one.
  3. In the All Flows tab, click a new Flow or launch an existing one.
  4. Put in a new file by adding one or creating one from scratch. You will be provided with all sorts of document editing instruments.
  5. If you’re after a business- or Flow-specific file(s), like the executive summary flow, make sure you browse the library of pre-made templates.
  6. Revise the file(s) by adding fillable fields, removing and highlighting or annotating textual content. Preset the execution algorithm for every field.
  7. Assign the roles by designating each field and/or restricting access to particular parties.
  8. Add more configurable Bots and speed up the Flow.
With airSlate, you get more independence to pay attention to significant duties that will drive your business forward. Have a try and start creating your workflows without a single line of code.

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 reach out to us.
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An executive summary should summarize the key points of the report. It should restate the purpose of the report, highlight the major points of the report, and describe any results, conclusions, or recommendations from the report.

An executive summary should summarize the key points of the report. It should restate the purpose of the report, highlight the major points of the report, and describe any results, conclusions, or recommendations from the report.

Elements to Include in Your Executive SummarySummary.Company description.Market Analysis.Organization description.Management team.Product line.Marketing plan.Funding request and use.More items...

Your executive summary should include an overview of your business concept, a summary of each of the key sections of your plan company overview, industry analysis, customer analysis, competitive analysis, marketing plan, operations plan, management team, financial plan and answer why your business is uniquely ...

Most executive summaries are 1-2 paragraphs, but less than one page. o Write the executive summary after you have completed the report and decided on your recommendations. Look at first and last sentences of paragraphs to begin to outline your summary.

How to Write a Compelling Executive SummaryDescribe a problem, need or goal. Underneath the words "EXECUTIVE SUMMARY" explain in one or two sentences at most why a decision is needed. ... Describe the desired outcome. ... Describe your proposed solution. ... Explain how youll overcome risks. ... Ask for the decision you want made.

An executive summary should summarize the key points of the report. It should restate the purpose of the report, highlight the major points of the report, and describe any results, conclusions, or recommendations from the report.

Your executive summary should include: The name, location, and mission of your company. A description of your company, including management, advisors, and brief history. Your product or service, where your product fits in the market, and how your product differs from competitors in the industry.

How to Write an Effective Executive SummaryExecutive summaries should include the following components: ... Write it last. ... Capture the readers attention. ... Make sure your executive summary can stand on its own. ... Think of an executive summary as a more condensed version of your business plan. ... Include supporting research.More items...

An executive summary is a brief section at the beginning of a long report, article, recommendation, or proposal that summarizes the document. It is not background and not an introduction. People who read only the executive summary should get the essence of the document without fine details.

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