Self-paced

Business flow chart learning for investment management

4
Star Rating
2201 students
1 hour
Learn how to set up and apply business process automation to get additional gains for your corporation or organization and improve the time it will take to reach important desired goals. Build up new workflows to understand the difference between accomplishing repetitive responsibilities with humans vs airSlate Bots.
Business flow chart learning for investment management

About business flow chart learning for investment management

This learning program is an excellent opportunity to dive deeper into business process automation and its importance for company growth. It leads through the basics of the RPA technology, how it works in airSlate, and what you need to do to implement it.

What does this program cover?

Business flow chart learning for Investment Management explains the basics of robotic process automation and shows how it may be used in a variety of business situations. - It provides step-by-step instructions for creating a workflow and setting up a bot based on a certain use-case.

Who can apply for the business flow chart learning for Investment Management?

Regardless of one's present level of technical or coding expertise, this class is an excellent starting point for anyone interested in learning more about flow automation. Owners, supervisors, and regular employees can all benefit from learning how to be more productive at work.

Why was this course made?

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

What does business flow chart learning for Investment Management studying include?

It has information on the theoretical basics of BPA, how data is processed and sent between templates and applications, and a visual guide for setting up automated processes based on a real use case.

What will you learn with the business flow chart learning for Investment Management

  • How to improve workflows and start implementing automation
  • How to define the workflows you need to automate
  • How to automate processes without costly software
  • Advice for using airSlate effectively
  • How to use workflow analytics

What our students say

capterra-icon

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.

youtube-icon

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.

g2-icon

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.

Start learning today

Sign now for free
Start learning illustration

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.
Need help?
Contact Support

Registration for airSlate is optional. You don't need anything more than an airSlate Academy account to get started. You should register a free account on our platform if you wish to improve your automation skills.

You'll find 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 can't find a particular training course contact us.

We regret that we do not provide courses in other languages. The complete airSlate interface, as well as all supporting resources and learning materials, are written in English. If you would want to see a localized product in the future, please share your thoughts with our support team.

RPA stands for Robotic Process Automation. It is a specialized technology comprising tools and features designed to automate repetitive and routine chores. airSlate provides numerous RPA Bots to automate time-consuming document-based procedures without the need for coding.

By using airSlate’s RPA technologies, you can easily streamline your document-based processes with minimal human input. Generate documents from scratch, collect electronic signatures and data from other parties, invoice and request payments, and route data within your company’s CRMs and apps.

A new airSlate feature is covered in each class. Longer, more in-depth certification programs are also offered. Consider the amount of time you'll need to spend to homework completion as well.

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.

Yes, a free subscription plan is available. You'll have 30 days to experiment with airSlate and gain hands-on experience with our solution. You can upgrade to a premium plan at any time after that. To learn how airSlate works, please visit our YouTube channel featuring multiple webinars, tutorials, and use cases.

Bots are bits of software that have been programmed to perform certain activities based on predefined rules and conditional logic. It's easy to sync data between apps and documents with airSlate Bots, as well as set up reminders, automate notifications, and more in your CRM with the data you collect.

In one platform, our no-code solution incorporates eSignature, document generation, RPA Bots, contract negotiation tools, and more. We take a comprehensive approach to automating your document-based activities. Read our customer stories to see how our functionality benefits various businesses.