Effortlessly automate Executive Summary using Flow template

The Executive Summary Template 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 Template 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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intro-texture Executive Summary
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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 business interactions with airSlate products

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

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

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 template 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 template

  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 Templates tab, click a new Template 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 Template-specific file(s), like the executive summary template, 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 Template.
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.

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HOW iT WORKS

How to Effortlessly automate Executive Summary using Flow template

Watch our quick user guide video and learn how to use the Effortlessly automate Executive Summary using Flow template. Our instructions show how to automate, sync, and streamline document workflows without coding.

How to Effortlessly automate Executive Summary using Flow template

welcome my name is felix saller i'm a former manager at bain and company and in this video i want to share with you all there is to know about executive summaries and presentations and hopefully by the end of the video i will have persuaded you that you should always use executive summaries in your own presentations you will specifically learn what is an executive summary why you should always use one what are the benefits of an executive summary and lastly how to create effective ones what are the three four things you should always have in effective executive summaries first what is an executive summary as the name suggests an executive summary summarizes your presentation's content and typically on one page so for instance if you have a 30 40 page presentation what is the one page that summarizes your key messages quite often you see presentations where the presenter talks and talks and shares a bunch of data and interesting information but he or she might not be able to summarize the key messages the key takeaways in 20-30 seconds so every time you're not able to summarize your presentation's message in in a couple seconds you probably don't know specifically what you want to share with your audience most traditional executive summaries and presentations have the title executive summary at the top and then you would write four or five first level bullets that summarize the four or five key messages takeaways and then potentially one or two sub-bullets however there are different variations of six of executive summaries you could also have more of a visual representation of the messages or put the action title in the title and the slides header or right at the glance or some other creative ways to to present it but the takeaway is an executive summary summarizes or synthesizes what you want your audience to leave with on one page next the executive summary is the most important slide in your presentations so every time you have a presentation make sure you have an executive summary that synthesizes your presentation's key takeaways having a slide that summarizes the messages is beneficial for a few reasons number one it clarifies your own thinking quite often you have presentations where people pull together different slides there's a bunch of interesting data charts quotes but there isn't a cohesive story and there isn't a clear concise message the presenter wants the audience to leave with so always be clear in one of the three four things if i only had 30 seconds with this audience what do i want them to leave with and and forcing yourself to create an next exam make sure that you take the time to go deep to think about the presentation's message and that you are clear about what you want to convey to your audience it always starts with you being clear about what you want to convey and then you obviously want
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