Self-paced

Automated workflows course for financial services

5
Star Rating
4930 students
30 minutes
With the airSlate Academy, the RPA training won't waste a second of your time but spend it efficiently and deliver you helpful skills. Use the course if you want to find out about how to use workflow automation within your business process.
Automated workflows course for financial services

About automated workflows course for financial services

This training session will acquaint you with process automation strategies and their significance in optimizing corporate productivity. It improves comprehension of RPA principles and serves as a guide for their implementation using airSlate.

What does this program cover?

The automated workflows course for Financial services explains how workflow automation works and how it can improve the performance of your staff. It goes over the basics of these tools, like flows, documents, and Bots, and gives a step-by-step guide to setting them up using airSlate, the best BPA platform on the market.

Who can apply for the automated workflows course for Financial services?

Our course is made for anyone who wants to save time at work and switch from doing things by hand to business processes that run on their own based on rules and conditions. We've focused on people who are just starting out with flow automation, but even people who have been doing it for a while will find it useful.

Why was this course made?

The automated workflows course for Financial services is intended to introduce you to the most innovative and straightforward manner of executing day-to-day company operations, as well as providing step-by-step instructions for setting automated workflows without scripting.

What does automated workflows course for Financial services studying include?

RPA ideas and procedures are thoroughly explained in this course, as well as how to put them into practice in your regular work.

What will you learn with the automated workflows course for Financial services

  • The importance of workflow automation
  • The basics of business automation
  • How to automate processes without costly software
  • Advice for using airSlate effectively
  • How to use workflow analytics

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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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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Each course focuses on a different aspect of how airSlate operates. They can take anywhere between 30 and 60 minutes. Those courses that lead to a certification can take up to four hours. You also need to consider how much time you have available to complete the task.

While these technologies are similar, they are not the same. AI is mainly geared towards self-learning, developing its own logic, and making predictions. In contrast, RPA can only operate based on the pre-set logic and is not capable of working without humans.

Discover the complete list of courses in this catalog. Students can choose from a variety of course types, each with varying degrees of difficulty. If you don’t see a particular training course contact us.

Gartner says that in the future, organizations that want to be more efficient and flexible will have to use automation. If you want to stay competitive and not fall behind, you should think about learning automation as part of your growth plan.

You don't need to know anything about programming to use our solution. It's one of airSlate's most important advantages in the market today. It may take some time to configure some of our tools, but this process does not necessitate coding.

Yes, you can sign up for a free subscription plan. You will have 30 days to test airSlate and gain hands-on experience with our solution. After that, you can upgrade to a premium plan at any moment. To get a general concept of how airSlate works, visit our YouTube channel featuring multiple webinars, tutorials, and use cases.

Using RPA technologies from airSlate, you can easily streamline your document-based processes with little help from people. Create documents from scratch, collect electronic signatures and data from other parties, send invoices and payment requests, and route data within your company's CRMs and apps.

Bots are pieces of software programmed to perform specific tasks based on pre-set rules and conditional logic. You may use airSlate Bots to transfer data across documents and apps, make reminders and automated notifications, build and update entries in your CRM based on the information collected, and much more.

You don't need experience in a certain industry or tools from a third party to take any course. Our courses have different use cases, important tips and insights, and different assignments at the end of every learning block. Our courses are self-paced, so you can view them whenever it's convenient for you.

All of the courses offered by airSlate Academy are free. You just need to sign up for an account with the airSlate Academy, confirm your email address, and you can start learning.