Self-paced

Process flow map academy for financial services

4
Star Rating
1890 students
1 hour
Try this course if you want to know more about how to use workflow automation within your business processes. The RPA course given you by airSlate Academy is a fast and practical way to get acquainted with and get beneficial techniques.
Process flow map academy for financial services

About process flow map academy for financial services

This training will provide students with an introduction to workspace automation and its role in increasing efficiency. It's a good chance to find out exactly what resources you need and the best way to put them to use in order to enhance your standard company procedures.

What does this program cover?

The process flow map academy for Financial services explains how workflow automation works and how it can help your staff do their jobs better. It goes over the basics of these tools, like flows, digital 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 process flow map academy for Financial services?

Managers and ordinary employees who must perform multiple activities manually on a daily basis are welcome to sign up for free. They'll be able to use it to streamline their processes and boost their overall efficiency. It makes no difference how well-versed the applicants are in technology.

Why was this course made?

You'll learn how to use the process flow map academy for Financial services to conduct everyday business processes in an innovative and straightforward method, and you'll learn how to configure automated workflows without coding.

What does process flow map academy for Financial services studying include?

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

What will you learn with the process flow map academy for Financial services

  • Trending software solutions for optimizing workflows
  • Triggers for integration Bots
  • How to keep your data and workflows secure
  • The basics of privacy and data protection
  • 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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Each course focuses on a different aspect of airSlate's capabilities. They might last from 30 minutes to an hour. In-depth certification classes can run up to four hours and cover a wide range of topics. Consider the amount of time it will take to perform the tasks.

It’s not required to register for airSlate. Setting up an airSlate Academy account is all you need to start. However, if you want to enhance your automation skills, we strongly recommend you create a free account on our platform.

We're sorry, but we don't have any classes in other languages. The interface, resources, and learning materials for airSlate are all in English. If you would like to see a product that is localized in the future, please let our support team know.

It is not necessary to have any prior programming experience in order to use our solution. It's one of airSlate's most important advantages. However, this approach does not necessitate any coding on our part.

You may easily streamline your document-based operations with minimum human input by utilizing airSlate's RPA capabilities. Create new documents, collect electronic signatures and data from third parties, invoice and request payments, and route data throughout your company's CRMs and apps.

Automated systems, sometimes known as "bots," are computer programs that are preprogrammed to carry out specific tasks according to preset rules and logic. You may use airSlate Bots to automate the transfer of data from one app or document to another, as well as generate reminders and notifications.

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 concept of how airSlate works, please visit our YouTube channel featuring multiple webinars, tutorials, and use cases.

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.

You'll find the complete list of courses in this catalog. The classes are divided up based on their subject matter and degree of difficulty. If you don’t see a particular course contact us.

Gartner predicts that automation will be a new necessity for organizations that want to deliver more efficiency and flexibility. If you want to stay competitive and not lag behind, learning automation is something you need to consider in your growth strategy.