Simplify Inventory approval using Flow template

The Inventory Flow Template is used by Operations departments to accelerate business processes and maintain full control over important documents while eliminating manual actions.

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Implement the Pre-Built Workflow and Enjoy the Benefits of Automation

The automated Inventory Flow Template simplifies the work of the operations specialists and helps close important deals without delays or data losses. With easy-to-configure Bots, Operations departments can begin automating on day one, without writing a single line of code.

Check out the benefits airSlate delivers to your team:

  1. Use professional-looking, editable templates.
  2. Set up smart reminders and notifications, so you don’t miss deadlines.
  3. Negotiate contracts with your colleagues and partners in real time.
  4. Populate documents and contracts from your data sources using the no-code Bots.
  5. Automatically archive documents to your storage when a task is completed.

Optimize internal processes and focus on critical initiatives with the business automation platform. Deploy it once and save hours of time and hassle on every workflow step.

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intro-texture Inventory
lines-illustrations

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

Extract data from Inventory to a CRM, Spreadsheet or database

Archive Inventory 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 Inventory workflow

Spend an average of 10 minutes to complete a Inventory document

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No-code automation, integrations, configuration and distribution of Inventory

  • Add additional fillable fields to Inventory

    Workflow document feature example Workflow document feature example

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

    Workflow document feature example Workflow document feature example

  • Collect payments for Inventory

    Workflow document feature example Workflow document feature example

  • Authenticate recipients for Inventory

    Workflow document feature example Workflow document feature example

  • Request attachments for Inventory from recipients

    Workflow document feature example Workflow document feature example

  • Integrate Inventory with dynamic web-forms

    Workflow document feature example Workflow document feature example

  • Auto-generate documents from data in Inventory

    Workflow document feature example Workflow document feature example
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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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Automate multi-step workflows with ready-to-use Bots, from document routing and notifications to generating documents pre-filled with CRM data.
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Automate every step of your workflow: reminders and notifications, document population with data from other documents, assigning permissions, archiving and more.
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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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HOW iT WORKS

How to Simplify Inventory approval using Flow template

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

How to Simplify Inventory approval using Flow template

using the Get user profile action to retrieve the email addresses of the approvers. Once the approval is completed, I will check the outcome of the approval using a condition. If the outcome is approved, I will update the status of the item to "approved" and append the approval info with the details of the approval. If the outcome is rejected, I will update the status to "rejected" and append the approval info with the rejection details. Finally, I will add a button to the SharePoint form using the Power Apps integration, which will allow the user to resubmit the item for approval. This button will trigger a flow to reset the status to "new" and update the approval info accordingly. By using this approach, I can ensure that the item is secure during the approval process. Users will not be able to edit or delete the item while it is under review. Additionally, the approval history is logged in the approval info column, allowing for transparency and accountability. Overall, this flow template simplifies the inventory approval process by automating the approval workflow, setting item level security, and providing a user-friendly interface for resubmission.
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