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Self-paced
airSlate WorkFlow 101
5198 students
50 minutes
Are you ready to change the way you handle paperwork? Discover how to automate document workflows within one platform and keep things running smoothly.
About this course
This course walks you through the ins and outs of getting started with airSlate WorkFlow. You'll dive deeper into basic terminology, key concepts, and the role it plays in streamlining routine processes.
By the end of this course, you'll be equipped with all the knowledge necessary for building fully-automated document workflows to reclaim working hours and avoid headache.
What’s included?
lessons to explain the ins and outs of airSlate WorkFlow
quiz to consolidate your knowledge & test new skills
certificate to showcase your new skills
What will you learn?
The basics required for getting started with airSlate WorkFlow
How to create a single place for team collaboration
How to create, visualize, and automate document workflows
Who is this course for?
Anyone looking to change the way they handle paperwork
Anyone interested in reducing time and hassle spent on paperwork
Those who want to advance their career with new skills
Related workflows
Start learning today
Sign now for free
Why you need workflow automation
Digital transformation is essential for companies to succeed in today’s workspace, but it can be challenging to know where to get started. Organizations that digitally transform enjoy multiple benefits like enhanced marketing campaigns, improved customer relationship management, and streamlined processes with workflow automation.
What is workflow automation?
Workflow automation has recently become a trend, especially when it requires no code. It streamlines the process of making a task, document, or data flow from one action to another according to pre-defined rules. This means you don't have to complete repetitive tasks manually – instead, the software can replace or speed up all or part of a business workflow. For millions of people around the world, an average workday consists of sending emails and documents, entering data in various record systems, creating and processing forms, etc. What if robust workflow automation tools could free you from manual, tedious tasks?
Implementing automated workflows into everyday tasks is possible for any industry and line of business. Take a look at the top 5 workflow automation examples:
- Fast document creation. Workflow automation software enables you to easily create, edit, fill out, sign, and archive records. Systems can use data from attached forms, spreadsheets, or even third-party services to populate records. When someone interacts with your workflow, algorithms automatically fill a contract or agreement so that you receive a ready-to-use document.
- Simplified tasks. Specialized workflow automation tools can create and assign tasks without human interference. You can configure your systems to recognize who is responsible in different situations, and they will accelerate the entire process of task management.
- Satisfied customers. Automate lead nurture processes with software that moves prospects through the sales funnel until they're ready to contact your Sales team or place an order on your website. You can also implement automation into a workflow to accelerate collecting information, assigning a responsible person, and streamlining the customer experience.
- Happy human resources. Employee onboarding and offboarding require a lot of paperwork that can be digitized and automated. This empowers HR professionals to file requests easily and submit information using automated data routing instead of manually creating and sending out forms and emails.
- Finances. Optimize your processes for collecting payment and managing payment data. Automatically generate forms, send out applications, and request invoices.
Which workflow automation software is the best?
Are you ready to implement automation into workflows? Let's look at a few options.
There are two common types of workflow automation software: low-code and no-code. The first one requires IT specialists to write code for integrations with services you utilize for everyday work. This often requires organizations to hire developers to help with integrating multiple platforms.
However, if you're interested in a service with an intuitive user interface that does not require programming, consider no-code workflow automation tools like airSlate WorkFlow. This no-code solution enables you to automate almost any business process. Its user-friendly interface helps users build complicated workflows without writing a single line of code. All you need to do is drag and drop preferred elements and determine actions to be performed after each step.
How to use airSlate WorkFlow for document workflow automation
Using airSlate WorkFlow is an excellent choice for digital transformation. It takes just three steps to get started so that you can discover its efficiency. Simply create an account and start customizing your workspace. The service will provide tips to help you become familiar with the platform. From there, you can explore all aspects of the tool when you click the Start button and follow the guidelines below:
- Create or upload documents. Build forms according to your needs by adding and managing the required fields.
- Assign roles. Define workflow members responsible for making decisions and processing data.
- Set up bots. Every bot has a particular task. Add the appropriate bots to cover all workflow needs and minimize human interactions.
Next, share the workflow with colleagues and let them test it out. This allows you to improve its settings to ensure optimal automation.
Where can I learn more about using airSlate WorkFlow?
You can find courses and certification programs in the airSlate Academy. Start by enrolling in the airSlate WorkFlow 101 course to learn more about workflow automation tools and their primary concepts. Plus, you'll get assistance in creating your first automated process.
Our airSlate Academy teaches product specifics and seeks to develop a digital culture. You'll find many practical insights that can help with your professional development in digital transformation, analytics, and much more.
Enroll in the course and get started today!
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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BPA is the use of specialized technologies that allow business processes to run independently of human control. When you implement automated workflows, you no longer have to worry about monotonous everyday duties and enjoy multiple advantages like the ability to reduce the risk of human error, accelerate task completion, and optimize time and costs.
Automated work processes are significantly more efficient than manual ones. They enable you to minimize the number of mistakes made, complete tasks faster, and spend less of your budget. Consequently, the productivity of your business grows, and you reap the benefits in the market.
Workflow automation is the future of business. Most companies around the world acknowledge the inefficiency of human work and try to replace it with automated solutions. This way, businesses get the ability to free employees from routine duties. This allows them to focus on more creative and essential tasks to reach strategic goals faster.
Yes. You just need to find the right service that suits your needs. When it comes to implementing automated document management, consider trying airSlate WorkFlow – a holistic solution that can take over a number of monotonous tasks and increase the efficiency of your operations.
Yes. Salesforce has built-in tools with a range of capabilities. However, the CRM’s primary purpose is customer relationship management. If you want to expand what you can do in Salesforce, try airSlate WorkFlow. This solution enables you to build efficient web forms, route data, digitize contract negotiation, and do many other things to increase your productivity within Salesforce.
Enroll in airSlate Academy courses. There, you will find helpful information about automated document workflows and how to use them in different industries, including healthcare, education, HR, and many others. Additionally, you'll be able to test your knowledge and become familiar with best practices that have already been implemented across industries.
Yes, especially when you utilize a robust solution like airSlate WorkFlow. Document generation is the built-in feature that enables you to create new documents from scratch, just like you can in Microsoft Word or Google Docs. Plus, the platform’s professional PDF editor helps you modify the content of your files and insert fillable fields to collect data for processing.
The primary purpose of automation software is to enable people to make their routine processes run automatically. However, not every business has enough of a budget to hire developers and build their own corporate software. Consequently, they can turn to no-code automation solutions like airSlate WorkFlow to tackle their needs without any coding.
"No-code" means that rather than having to work with strings of code, users can set up and use the software via its user-friendly and intuitive interface. Most available services have flow creators that require users to simply drag and drop steps of their workflow in the order they want. For many solutions, you don't even have to install any additional software — everything is available in a web browser.
In the airSlate Academy. Here you can find valuable courses and certification programs that will explain the essential aspects of automation and the principles of its implementation within your specific business industry. Start with the airSlate WorkFlow 101 course to get the knowledge and skills you need to automate your first document-based processes.
airSlate WorkFlow 101
The airSlate WorkFlow 101 course is designed to equip you with the foundational knowledge to create and manage automated workflows for your business using airSlate WorkFlow. This course will take you through the platform's essential concepts, including the interface, setting up a workspace, working with documents and templates, and implementing automation to streamline routine processes.
What you will learn:
- The basics of airSlate WorkFlow, including its key terminology, the dashboard, and account settings
- How to create and manage a workspace, work with various roles, and analytics
- The basics of working with documents, templates, and workflows, from their creation to managing and sharing with recipients
- How to create automated document workflows and streamline routine processes
Course modules include:
- Getting started with airSlate WorkFlow:
- Learn basic airSlate WorkFlow terminology, interface navigation, and dashboard familiarity, and configure your profile and account settings.
- Workspace administration:
- Learn how to create and manage workspaces, assign roles, and track the processes via audit trail.
- Working with document workflows:
- Explore how to create, customize, and automate document processes. Understand pre-built templates and designing workflows from scratch.
- Use case: New program feedback:
- Apply the knowledge gained through a practical use case, automating the job application process, using no-code bots for notifications, data transfer, and document management.
Who should enroll:
This course is ideal for business professionals, team leaders, and anyone looking to enhance their productivity by automating document workflows. Whether you're new to workflow automation or looking to deepen your expertise, this course will provide you with valuable insights and practical skills.
By the end of the course, you will be proficient in setting up and managing automated workflows, enhancing your team's efficiency and collaboration. Enroll now to take the first step towards mastering airSlate WorkFlow.