Automating IT Requests and Approvals

Create a request form using the built-in editor. After that, insert fillable fields for text, images, digits, and so on. Create roles (e.g., Employee and Manager) and assign them fields to fill out. After that, set up bots to automate and speed up the process and archive data. That's it. You are ready to run your new workflow.

A workflow approval process is a common procedure for any company. For example, from onboarding until offboarding, each employee goes through various approvals to get hardware, software, invoices, etc. Process bottlenecks hinder everyone. Without streamlined approval, other processes may get slow and inefficient.

Workflow approval software serves to save time and reduce errors. Therefore, the solution you pick should be easy to use. It's great if such service includes examples of use cases and training courses like airSlate Academy does. Also, pay attention to security, compliance certificates, the number of features offered, and the pricing factor.

There are two types of approval workflows with slight differences between them: self-approval and entire approval workflows. Self-approvals are automated processes that don't require any human intervention. In approval workflows, you need a manager or other approver to check and verify your requests.

airSlate WorkFlow helps you create a reusable fillable document template for approval requests. Use the platform's built-in editor to equip your form with text, signature, data, and other types of fillable fields with pre-defined roles. When it comes to invoices, add calculation fields to eliminate errors for good.

A request can be automatically approved if it doesn't need additional verification. Use the appropriate conditions when configuring a bot to apply your request auto-approval. Once the conditions are set, other approvers, like managers, are only involved in essential matters, while the rest of the requests go through the whole process on their own.

Workflow approval processes are valuable for any department. If you need to send a request for software or to start a development process, approval workflows are 100% necessary. To better understand this, imagine you’re going to quit your job. To do so, you’ll need to fill out a leave request for the HR department. In Sales, different approvals are necessary for purchase processes. airSlate WorkFlow helps simplify such repeatable processes, putting them on autopilot. Check the airSlate Academy courses to explore how our platform works for typical business use cases like approval workflows.

An approval workflow starts another company process. Without completed approval requests, your organization can't handle and close deals. Hiring, selling, doing payroll, etc., begin with orders, invoices, or offers that must be approved.

airSlate Academy is the best way to learn how to work with an approval workflow using BPA tools. Eliminate errors and reduce human intervention in your approval requests in clicks. airSlate WorkFlow, with its numerous bots, is here to help you route, filter, and set up your auto-approval process.

The best way to do it is to use a ready-made fillable form to avoid missing any critical information. Be sure to include your full name and your department, and CC all interested parties.