Automate Animal Boarding Release using Flow template with Bots

The Animal Boarding Release Flow Template is used by vet clinics to enhance veterinary practices by automating the process of collecting data from animal guardians, completing medical forms, getting approvals, and finalizing billing.

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Make your vet practice more efficient with our pre-built template

Streamline your veterinary practices and improve customer service with airSlate’s no-code document workflow automation. Configure the [Form template] Flow Template in minutes to reduce time on routine tasks like data collection and billing. Share forms with pet owners via a public link, SMS, or email, and get forms completed without delay.

This ready-to-use Template allows you to:

  1. Customize forms and documents, by dragging and dropping new fields.
  2. Standardize entire review and approval processes.
  3. Transfer the collected information to your CRM system or Google Sheets.
  4. Automate the entire process with no-code Bots.

Configure a paperless workflow to increase the efficiency of your team and improve the customer experience with no-code document workflow automation by airSlate.

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Save an average of 8 hours per week with an automated Animal Boarding Release workflow

Spend an average of 10 minutes to complete a Animal Boarding Release document

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No-code automation, integrations, configuration and distribution of Animal Boarding Release

  • Add additional fillable fields to Animal Boarding Release

    Workflow document feature example Workflow document feature example
  • Embed fillable Animal Boarding Release in your website or distribute it via a public link

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  • Collect payments for Animal Boarding Release

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  • Authenticate recipients for Animal Boarding Release

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  • Request attachments for Animal Boarding Release from recipients

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  • Integrate Animal Boarding Release with dynamic web-forms

    Workflow document feature example Workflow document feature example
  • Auto-generate documents from data in Animal Boarding Release

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Automate business interactions with airSlate products

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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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Stay up to date with industry-leading security standards to protect your sensitive information
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HOW iT WORKS

How to Automate Animal Boarding Release using Flow template with Bots

Watch our quick user guide video and learn how to use the Automate Animal Boarding Release using Flow template with Bots. Our instructions show how to automate, sync, and streamline document workflows without coding.

How to Automate Animal Boarding Release using Flow template with Bots

Today I am going to be taking you through a setup that I've done recently with Microsoft forms and Microsoft flow in which we're looking at a common business issue a time consuming issue which is new user inductions and getting people set up on systems with the relevant permissions for folders and applications and everything that needs doing from a payroll sense when a new user joins the business. So I've looked at a way of making this as efficient as possible and I'm just going to take you through exactly how it done this as an example so here we can say new starter information form this can be completed by somebody in the HR or people department or by the employee themselves potentially so we're going to go through and create some data on here first name and surname, job title and I've created a temporary user account in order to receive any emails that come through rather than using my own so I've put that into the personal email address the reason that a business might want to collect personal email address is something that's private to them for example for electronic pace let's now we're going to choose a start date for employment so that we know when to get these your user account set up before and choose yesterday for that date of birth choose a date what Department this person belongs to so let's just use accounts are their line manager personal emergency contact information such as emergency contact name and a potential emergency contact telephone number okay for paying the employees their salary we're going to need a bank shortcode and account number okay and when I submit the form see that that's been submitted if I go over to my flow you'll see I have an approval process and you can see now that the request has come through new start request for Wayne Rooney unlike with the HR manager or director of the business and the reason we've got an approval request is because I've created a flow which will create user accounts on systems we don't want that going through without authorization so if we just approve and confirm approval okay the request has been approved and if we go back to my flow and look at what's happening with this see it's already completed books this is basically doing the job of inputting the information onto a database which we can see here so you can see the information has been captured and the first name surname the date that they started what do to start personal email address the department they belong to it states that the and office 365 users been created that's because within my flow I actually have a task once approved which creates a password using some information from the company the name and the current year as a temporary password and it goes ahead and it creates the user account for that