Self-paced

Small business automation academy for investment management

5
Star Rating
5710 students
30 minutes
airSlate Academy guarantees that you will earn innovative expertise and experience that will assist your team automate workflows and decrease repetitive duties from the poll of everyday tasks. Practice this RPA learning to obtain everything required for enhancing your workflows.
Small business automation academy for investment management

About small business automation academy for investment management

The purpose of this course is to introduce you to workflow automation techniques and their usefulness in improving organizational effectiveness. Using this tutorial, you may learn more about RPA and how to put its principles to use using airSlate.

What does this program cover?

The small business automation academy for Investment Management explains how workspace automation works and how it can help your staff do their jobs better. It goes over the basics of these tools, like flows, templates, and Bots, and how to set them up step by step using airSlate, the best BPA platform on the market.

Who can apply for the small business automation academy for Investment Management?

This curriculum is ideal for both beginners and those with some expertise in process automation, independent of their present technical and coding skills. Tips for increasing job productivity are taught to business owners, managers, and normal employees.

Why was this course made?

The main goal of small business automation academy for Investment Management is to help businesses switch to fully automated workflows and improve their efficiency by using RPA.

What does small business automation academy for Investment Management studying include?

The theoretical section of this training program explains how to handle data within the platform, create Bots, and examine workflows, which is followed by a quiz and practical exercises.

What will you learn with the small business automation academy for Investment Management

  • RPA basics
  • Ways how to streamline document workflows
  • The main rules for automating workflows
  • How to track your progress
  • About use cases where RPA improved workflows

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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A label identifying the course level can be found next to each course. You can also use our Catalog to exclude Advanced and Intermediate-level courses from your search results.

Find the complete list of courses in this catalog. The courses are segmented into different categories and complexity levels. In case you can't find a specific training contact us.

Our no-code solution combines eSignature, document generation, RPA Bots, contract negotiation tools, and more in one platform. We provide a holistic approach to automating your document-based operations. Read our customer stories now and learn how our functionality helps different companies.

While these two technologies are similar, they are not the same. AI is mostly about learning on its own, developing its own logic, and making predictions. On the other hand, RPA can only work based on the logic that has already been set up. It can't work without humans.

You can join a free subscription plan, yes. You will have 30 days to try airSlate and learn how to use our solution by doing it yourself. You can switch at any time to a paid plan. To get a common idea of how airSlate works, please visit our YouTube channel featuring multiple webinars, tutorials, and use cases.

A different aspect of airSlate's capabilities is covered in each of the courses. There is a wide range in how long they take. Classes that lead to certification are more in-depth and can last up to four hours. You should also think about how long each job will take.

All classes at airSlate Academy are completely free. Simply create an account with airSlate Academy, validate your email address, and begin your learning experience.

In order to take classes, there are no prerequisites or third-party tools required. At the end of each learning block, students are given a variety of assignments that require them to put what they've learned into practice. It's up to you how fast or slow you want to go through our courses.

With huge shifts in the economy caused by the pandemic and the adoption of hybrid work, it’s critical for businesses to obtain a solution for paperless and automated document management.

In addition to the airSlate Academy, you can use other learning tools to help you with our products. To view the materials, please visit our main page > click resources > select any option from the drop-down list. Whenever you need help, feel free to get in touch with us.