Getting Started with airSlate WorkFlow

Workflow automation is a process of organizing work and launching regular tasks without or with minimum human interaction thanks to using if-this-then-that rule-based logic. After logic is established and rules are defined, an automated workflow can create a document, send it for signing, pre-fill forms, send an email, and many more, given that another action is completed. For example, once an employee fills out a survey, his answers are automatically exported into another form or spreadsheet without any extra manual data input.

Business automation is a general term for applications and programs that automatically perform various business tasks and repetitive processes with minimized human involvement. This helps to eliminate manual work and helps employees focus on more critical tasks. Business automation technology streamlines basic workflows in different areas, including HR, Sales, Finance, Procurement, and others.

Business process automation covers a vast range of core business operations. Therefore, it suits companies of any sphere and size. The financial sector, education, healthcare, and construction are just a few examples where business automation can and should be applied for better business efficiency.

By general definition, workflow automation is the creation, design, and automation of regular business processes. It covers various repetitive tasks that businesses of any specialization have. Creating tasks, generating documents, form pre-filling with data from other files, document signing, onboarding employees, approving invoices, purchase orders, vacation requests, etc., are just a few of its examples to mention. This list is not exhaustive, as virtually any routine process can be automated with an appropriate workflow automation tool, like airSlate WorkFlow.

Workspace is an environment where you can design, integrate, and automate document workflows, collaborate with teammates, as well as maintain your business tasks in accordance with your role and access rights. We recommend creating one workspace for one organization. To separate the departments within a company, you can use groups.

In airSlate WorkFlow, you can have as many workspaces as you need to make your work efficient. To create one, log in to your airSlate WorkFlow account, click on your organization’s name in the upper corner of the window, and choose Create workspace from the dropdown. Add a domain name for it (for example, using your team's name or a project you work on). When done, add teammates and add roles to them, allowing them to create and complete workflows, manage the team, or audit the document.

There are lots of offers for business automation processes on the market. Whether you run a small business or a big company with multiple functions and departments, try airSlate WorkFlow. It’s a robust workflow automation solution that requires no coding skills from users. It features a ready-to-use bot for each automation task or integration with other software your company uses. It’s quick to configure and offers free courses on how to use the product, configure a document workflow automation for different use cases, and integrate the tool with other popular business applications. Join the airSlate Academy to learn more.

Workflow automation and Robotic Process Automation (abbr. RPA) are often used interchangeably, as they have much in common. However, these concepts have some differences. The first one refers to task automation within a certain business process. At the same time, RPA can automate them from A to Z. RPA automates the entire workflow thanks to using robotic solutions (low- or no-code) that work on a rule-based logic.

Document workflow automation refers to generating, pre-filling, exporting, and sharing documents with minimized human interaction through automation software. It means that most of your document routine is automatically performed by special software. This helps eliminate errors caused by manual data input and significantly saves your time spent on document management.

With the right tool, automating document workflows is easy and fast. Use airSlate WorkFlow, a top-notch no-code workflow automation solution. It offers ready-to-use workflows for document creation, contract negotiation, and other daily business processes. The tool uses no-code bots to help you automatically generate new forms, pre-fill them with data from other documents and spreadsheets, export these newly created documents to the cloud or CRMs, and notify other people about these updates. You can learn more about automating document workflows with airSlate WorkFlow and integrating your preferred business tools with our solution by taking free courses at the airSlate Academy.