Self-paced

Getting Started with airSlate WorkFlow

5
Star Rating
11178 students
20 minutes
Swamped by your workload? Discover an easier way to take control of your workflows, improve transparency, and keep your team on the same page.
Getting Started with airSlate WorkFlow

About this course

This course takes you through the key steps required to get started with airSlate WorkFlow. You'll obtain new skills for designing, integrating, and automating document workflows to simplify tasks, save time, and enhance your overall workflow experience.

By the end of this course, you'll be able to simplify team collaboration, improve efficiency, and enhance transparency in your workplace.

What’s included?

lessons to explain the first steps in airSlate WorkFlow
quiz to consolidate knowledge & test new skills
badge to showcase your new skills

What will you learn?

How to create an environment for team collaboration
How to onboard a team and manage access permissions
How to improve transparency and boost team efficiency

Who is this course for?

Anyone looking to improve collaboration and team efficiency
Anyone interested in automating document workflows
Those who want to advance their career with new skills

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What our students say

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Review from Capterra platform

The different courses are well defined, easily searchable, and the titles are useful. The content can get a bit long, and theoretical from time to time but mostly they try to keep it to bite-sized chunks with small quizzes to help you retain what you just read.

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Review from YouTube

I’ve taken 20 airSlate Academy courses. These courses helped me create a workflow and generate business. The biggest skill I’ve learned is how to integrate data from other platforms into my workflow.

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Review from G2 platform

airSlate Academy offers free courses in business process and workflow automation innovatively. The courses are well-researched and presented. Easily understood by a noncore IT audience.

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Learn to automate document creation effortlessly with airSlate Academy

Fueled by the rapid shift toward digital workspaces, different kinds of document automation software have taken the market by storm. Many businesses were forced to move their well-established operations online, create a fully remote or hybrid working environment, and digitize document-based processes. For many of these businesses, document management and automation solutions have become the go-to technology and have helped them quickly address their most complex technical challenges.

No wonder Gartner's recent predictions foresaw automation as one of the crucial tools for IT optimization, driving operational efficiency and reducing downtime.

While there are many document designing and generation tools on the market, not all of them are designed to cater to the needs of a particular company or organization. It’s crucial to be diligent when it comes to choosing and implementing the right solution.

Things to watch out for when considering document automation software

The impact of your chosen document automation software on daily operations significantly depends on several factors.

  • Flexibility and robustness
    When adopting a document designing solution, you will need to make your legacy tech and new automation tools work together by implementing a so-called “lift-and-shift” strategy. This can be achieved if the solution of your choice is agile and powerful enough to create a perfect synergy between them.
  • Security and compliance
    Where there’s data, there’s always a risk that it can be mismanaged. That is especially true when it comes to the implementation of new tools. The solution you’re considering must be current with ever-evolving regulations and frameworks to keep your organization in adherence with the main data protection and eCommerce laws.
  • Extensibility in training options
    No-code automation implies that you don’t need to have any working knowledge of programming languages and their frameworks or hire IT specialists. At the same time, it empowers organizations to turn their employees into citizen developers, which requires continuous learning and improvement. The solutions allowing for automated document workflow you’re considering should offer a broad range of learning resources to maximize team efficiency.

Getting started with airSlate WorkFlow to automate document processing

airSlate is a no-code cloud-based solution that offers everything you need to set up, integrate, and automate your document-based processes. Even though it’s easy to adapt, launch, and run, we at airSlate WorkFlow understand that implementing new document generation and automation tools is always challenging.

That’s why we created airSlate Academy, a comprehensive training hub, to help you start your digitization and automation journey the right way. With our introductory course, you’ll learn the basics of the admin role of automation: configuring your account, setting up a workspace and workspace collaboration tools, managing permissions, and more to make your operations more transparent and manageable across departments.

Enroll in our free and self-paced courses and learn how to automate document workflow with airSlate WorkFlow!

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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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.

Getting Started with airSlate WorkFlow

The Getting Started with airSlate WorkFlow course is designed to equip you with the foundational skills to efficiently manage and customize your digital workspace, which is critical for streamlined team collaboration. The course provides a comprehensive guide on setting up your workspace, exploring your profile and its settings, tracking activities, and managing team members to enhance overall workflow efficiency within your organization.

What you will learn:

  • The advantages of workspace collaboration for business efficiency
  • How to create and customize a workspace in airSlate WorkFlow
  • How to properly set up your personal account and dashboard elements
  • Everything about teammates in a workspace, their roles, and management

Course lessons include:

  1. airSlate WorkFlow workspace and its benefits
    • Familiarize yourself with what a workspace is and its benefits for an organization
    • Focus on real-time tracking, simplified reporting, and streamlined business processes

  2. Workspace creation and setup
    • Learn how to get started with the platform, create, join, and configure a workspace
    • Look into different workspace settings, including logging methods, invitation, workflow, and template settings

  3. Managing your dashboard and account
    • Get familiar with the workspace dashboard and its components
    • Understand how to configure personal account settings, email notifications, and activity tracking

  4. Team management
    • Find out how to add teammates to your workspace, manage them, and assign roles to them
    • Get instructions on creating and managing groups of teammates and setting their access permissions based on their level of responsibility

Who should enroll:

This course is an excellent opportunity for team leaders, project managers, and other professionals interested in improving collaboration and efficiency in document and workflow management within their organizations.


By the end of the course, you will be proficient in creating and customizing a workspace, managing team members and their roles, and navigating the airSlate WorkFlow dashboard to monitor and optimize your processes efficiently. Enroll now to transform your team's productivity!