Workflow Solutions by Use Case

Compliance

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.

Education

Program Application for the Bemidji State University Flow

The Program Application Flow is used by university admission faculty to automate the process of collecting applications from prospective students and simplify the enrollment process.

Program Application for the Lander University Flow

The Program Application Flow is used by university admission faculty to automate the process of collecting applications from prospective students and simplify the enrollment process.

Program Application for the Thomas Edison State University Flow

The Program Application Flow is used by university admission faculty to automate the process of collecting applications from prospective students and simplify the enrollment process.

Program Application for the Maryville University Flow

The Program Application Flow is used by university admission faculty to automate the process of collecting applications from prospective students and simplify the enrollment process.

Program Application for the Stevenson University Flow

The Program Application Flow is used by university admission faculty to automate the process of collecting applications from prospective students and simplify the enrollment process.

Program Application for the California Baptist University Flow

The Program Application Flow is used by university admission faculty to automate the process of collecting applications from prospective students and simplify the enrollment process.

Program Application for the University of Mary Washington Flow

The Program Application Flow is used by university admission faculty to automate the process of collecting applications from prospective students and simplify the enrollment process.

Program Application for the San Mateo County Community College District Flow

The Program Application Flow is used by university admission faculty to automate the process of collecting applications from prospective students and simplify the enrollment process.

Program Application for the Xavier University Flow

The Program Application Flow is used by university admission faculty to automate the process of collecting applications from prospective students and simplify the enrollment process.

Program Application for the Carroll University Flow

The Program Application Flow is used by university admission faculty to automate the process of collecting applications from prospective students and simplify the enrollment process.

Federal Student Aid (FAFSA) Application 2020-2021 Flow

The Federal Student Aid Application 2020-2021 Flow is used by state higher education agencies to automate the process of collecting requests from students in need of financial grants, work-study and loans

Finance

Capital Expenditure Request Approval Workflow

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

Contract Management Workflow

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

Vacation/Leave Request Workflow

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

Hiring Request Workflow

The Hiring Request Flow is used by HR departments to issue a request for hiring new employees.

Overtime Claim Workflow

The Overtime Claim Flow is used by accounting departments to automate the approval of overtime claim workflows.

Petty Cash Workflow

The Petty Cash Flow is used by petty cash custodians or finance teams to automate the approval of petty cash forms.

Sales Invoice Workflow

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

Item Purchase Request Workflow

Accounting and finance departments use the Item Purchase Request Flow to automate the process of collecting and managing requests from staff members for purchasing various products.

Service Request Details Workflow

The Service Request Details Flow is used by administrators to automate requests for services to be completed using their company’s assets.

Team Outing Workflow

The Team Outing Flow is used by Human Resources departments to approve and budget team outings.

Budget Approval Workflow

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

Business Card Request Workflow

Whenever a new set of business cards is needed, Administration departments use the Business Card Request Flow to automate the process of collecting business card requests from their company’s staff.

Employee Timesheet Workflow

HR departments use the Employee Timesheet Flow to automate the process of submitting daily employee timesheet logs for approval.

Mileage Reimbursement Workflow

The Mileage Reimbursement Flow is used by accounting departments to catalog costs for employee travel & expenses and account for employee reimbursements.

Asset Purchase Workflow

The Asset Purchase Flow is used by accounting departments to automate employee requests for purchasing assets and finalizing any terms and conditions related to a purchase.

Expense Approval Workflow

The Expense Approval Flow is used by accounting and finance departments to automate the internal submission of expense reporting.

Expense Reimbursement Workflow

Procurement departments use the Expense Reimbursement Flow to manage reimbursements for the acquisition of supplies and services.

Purchase Invoice Workflow

The Purchase Invoice Flow is used by procurement departments to automate the invoicing process for purchase orders.

Refund/Return Request Workflow

The Refund/Return Request Flow is used by procurement departments to automate the processing of refunds or return requests from customers.

Sales Discount Approval Workflow

The Sales Discount Approval Flow is used by Sales Departments to automate the process of approving special discounts for certain sales orders.

Sales Incentive Claim Process Workflow

The Sales Incentive Claim Process Flow is used by Sales Departments to automate the process of reviewing sales incentive claims for newly completed orders.

Travel Request Workflow

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.

Vehicle Request Workflow

Administration departments use the Vehicle Request Flow to collect and automate requests from staff members wishing to use a company vehicle for official purposes.

Vendor Payment Workflow

Procurement departments use the Vendor Payment Flow to streamline the invoicing process in order to cycle and avoid errors caused by manual data entry.

Item Purchase Order Workflow

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

Press Release Workflow

The Press Release Flow is used by marketing departments to automate the approval of press-release workflows.

Travel Reimbursement Workflow

The Travel Reimbursement Flow is used by accounting departments to automate employee travel reimbursement requests.

Vendor Registration Workflow

The Vendor Registration Flow is used by procurement departments to automate the process of registering new vendors in a company’s database.

Human resources

Collecting Employee Feedback Workflow

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

Employee Job Offer Workflow

The Employee Job Offer Flow is used by HR departments to automate the process of capturing data and generating a new job offer letter.

Employee Onboarding Workflow

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

Vacation/Leave Request Workflow

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

Hiring Request Workflow

The Hiring Request Flow is used by HR departments to issue a request for hiring new employees.

Training Feedback Workflow

The Training Feedback Flow is used by HR departments to obtain employee feedback for recently attended training sessions.

Employee Appraisal Request Workflow

HR departments use the Employee Appraisal Request Flow to streamline the process of appraising employee performances by conducting effective employee evaluations for a specified period of time.

Employee Resignation Request Workflow

HR departments use the Employee Resignation Flow to automate the process of employee resignation by collecting and structuring all employee-related information followed by the manager’s feedback.

Employee Master Workflow

The Employee Master Flow is used by HR departments to maintain and update a detailed list of current employees in a timely fashion.

Emergency Contact Workflow

The Emergency Contact Flow is used by HR departments to collect emergency contact information for employees.

Employee Exit Checklist Workflow

The Employee Exit Checklist Flow is used by Human Resources departments to automate the process of recovering company belongings from a departing employee.

Employee Exit Interview Workflow

The Employee Exit Interview Flow is used by Human Resources departments to automate employee exit interviews.

Internal Job Application Workflow

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

Employee Onboarding Workflow

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

Requesting IT Access Workflow

Get full control of IT access with airSlate. Experience how simple an automated process for collecting requests for resolving IT tasks can be.

Visitor Pass Workflow

The Visitor Pass Flow is used by administration departments to automatically collect visitor information and speed up the check-in process.

Service Request Details Workflow

The Service Request Details Flow is used by administrators to automate requests for services to be completed using their company’s assets.

Legal

Contract Management Workflow

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

Employee Job Offer Workflow

The Employee Job Offer Flow is used by HR departments to automate the process of capturing data and generating a new job offer letter.

Requesting Newsletter Approval Workflow

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

Overtime Claim Workflow

The Overtime Claim Flow is used by accounting departments to automate the approval of overtime claim workflows.

Item Purchase Request Workflow

Accounting and finance departments use the Item Purchase Request Flow to automate the process of collecting and managing requests from staff members for purchasing various products.

Sales Order Workflow

The Sales Order Flow is used by sales departments to automate the process of reviewing and approving customer sales orders.

Sales Quotation Workflow

The Sales Quotation Flow is used by sales departments to automate the internal creation and approval of sales quotations.

Team Outing Workflow

The Team Outing Flow is used by Human Resources departments to approve and budget team outings.

Budget Approval Workflow

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

Employee Appraisal Request Workflow

HR departments use the Employee Appraisal Request Flow to streamline the process of appraising employee performances by conducting effective employee evaluations for a specified period of time.

Employee Resignation Request Workflow

HR departments use the Employee Resignation Flow to automate the process of employee resignation by collecting and structuring all employee-related information followed by the manager’s feedback.

Mileage Reimbursement Workflow

The Mileage Reimbursement Flow is used by accounting departments to catalog costs for employee travel & expenses and account for employee reimbursements.

New Contact Workflow

The New Contact Flow is used by HR departments to automate the process of adding new contacts to a company’s database.

Asset Purchase Workflow

The Asset Purchase Flow is used by accounting departments to automate employee requests for purchasing assets and finalizing any terms and conditions related to a purchase.

Customer Enquiry Workflow

The Customer Enquiry Flow is used by marketing departments to automate the process of handling direct questions raised by customers.

Emergency Contact Workflow

The Emergency Contact Flow is used by HR departments to collect emergency contact information for employees.

Employee Exit Checklist Workflow

The Employee Exit Checklist Flow is used by Human Resources departments to automate the process of recovering company belongings from a departing employee.

Employee Exit Interview Workflow

The Employee Exit Interview Flow is used by Human Resources departments to automate employee exit interviews.

Internal Job Application Workflow

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

Purchase Invoice Workflow

The Purchase Invoice Flow is used by procurement departments to automate the invoicing process for purchase orders.

Refund/Return Request Workflow

The Refund/Return Request Flow is used by procurement departments to automate the processing of refunds or return requests from customers.

Vendor Payment Workflow

Procurement departments use the Vendor Payment Flow to streamline the invoicing process in order to cycle and avoid errors caused by manual data entry.

Item Purchase Order Workflow

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

Travel Reimbursement Workflow

The Travel Reimbursement Flow is used by accounting departments to automate employee travel reimbursement requests.

Vendor Registration Workflow

The Vendor Registration Flow is used by procurement departments to automate the process of registering new vendors in a company’s database.

Marketing

Requesting Newsletter Approval Workflow

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

Business Card Request Workflow

Know your Customer Workflow

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

Marketing Campaign Workflow

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

Content Request Workflow

The Content Request Flow is used by marketing departments to automate requests for new written or designed content.

Customer Master Workflow

The Customer Master Flow is used by Sales Departments to automate the collection of customer data to a database.

Press Release Workflow

The Press Release Flow is used by marketing departments to automate the approval of press-release workflows.

Operations

Requesting IT Access Workflow

Get full control of IT access with airSlate. Experience how simple an automated process for collecting requests for resolving IT tasks can be.

Visitor Pass Workflow

The Visitor Pass Flow is used by administration departments to automatically collect visitor information and speed up the check-in process.

Employee Timesheet Workflow

HR departments use the Employee Timesheet Flow to automate the process of submitting daily employee timesheet logs for approval.

Expense Approval Workflow

The Expense Approval Flow is used by accounting and finance departments to automate the internal submission of expense reporting.

Expense Reimbursement Workflow

Procurement departments use the Expense Reimbursement Flow to manage reimbursements for the acquisition of supplies and services.

Vehicle Request Workflow

Administration departments use the Vehicle Request Flow to collect and automate requests from staff members wishing to use a company vehicle for official purposes.

Accord Certificate of Liability Insurance 2020-2021

The Acord Certificate of Liability Insurance Flow is used by business owners, vendors, HR departments, brokers, insurance agents and others to generate completed liability insurance forms and update CRM records.

Sales

Sales Invoice Workflow

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

Sales Order Workflow

The Sales Order Flow is used by sales departments to automate the process of reviewing and approving customer sales orders.

Sales Quotation Workflow

The Sales Quotation Flow is used by sales departments to automate the internal creation and approval of sales quotations.

Know your Customer Workflow

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

Marketing Campaign Workflow

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

New Contact Workflow

The New Contact Flow is used by HR departments to automate the process of adding new contacts to a company’s database.

Content Request Workflow

The Content Request Flow is used by marketing departments to automate requests for new written or designed content.

Customer Enquiry Workflow

The Customer Enquiry Flow is used by marketing departments to automate the process of handling direct questions raised by customers.

Customer Master Workflow

The Customer Master Flow is used by Sales Departments to automate the collection of customer data to a database.

Sales Discount Approval Workflow

The Sales Discount Approval Flow is used by Sales Departments to automate the process of approving special discounts for certain sales orders.

Sales Incentive Claim Process Workflow

The Sales Incentive Claim Process Flow is used by Sales Departments to automate the process of reviewing sales incentive claims for newly completed orders.

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