Self-paced

Learn document workflow management academy course for investment management

5
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732 students
1 hour
The RPA tutorial brought to you by airSlate Academy is a quick and productive way to get to know with and get useful techniques. Use the course if you want to find out about how to use workflow automation within your business process.
Learn document workflow management academy course for investment management

About learn document workflow management academy course for investment management

This course is a great chance to learn more about the benefits of BPA for businesses. This guide will walk you through the fundamentals of RPA technology, how it operates in airSlate, and the steps necessary to set it up.

What does this program cover?

With learn document workflow management academy course for Investment Management, you'll get to know all the basic ideas behind the robotic process automation tools that airSlate offers for businesses. You will learn how to use RPA to make workflows that run on their own and how to set them up right in minutes.

Who can apply for the learn document workflow management academy course for Investment Management?

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 learn document workflow management academy course for Investment Management below intends to present your staff with a collection of general resources regarding business process automation, its usefulness in increasing productivity, and instructions for customizing it for your use case.

What does learn document workflow management academy course for Investment Management studying include?

The program explains the basics of how RPA works to reduce the amount of manual data entry across different platforms and shows a real-world example of how automation can be set up for a certain business scenario.

What will you learn with the learn document workflow management academy course for Investment Management

  • Why understanding existing яworkflows is important for any company
  • How to define the workflows you need to automate
  • How to track the efficiency of your work by implementing analytics
  • The basics of privacy and data protection
  • How to automate workflows without coding or an IT department

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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Bots are pieces of software programmed to perform specific tasks based on pre-set rules and conditional logic. With airSlate Bots, you can transfer data between documents and apps, create reminders and automated notifications, create and update records in your CRM based on the collected information, and more.With airSlate Bots, you can move data between documents and apps, set up reminders and automated notifications, create and update records in your CRM based on the information you collect, and more.

No knowledge of programming languages is needed to use our solution. It's one of the things that gives airSlate a competitive edge. Some of our tools may take a while to set up, but this does not require coding.

These technologies are similar but not identical. AI is primarily focused on self-learning, logic development, and prediction. RPA, on the other hand, can only operate based on pre-programmed logic and cannot function in the absence of humans.

Partner Connect is the airSlate Partnership program that helps businesses add airSlate products, promote them through their marketing channels, and earn commissions. A big part of becoming our partner is learning about automation with airSlate.

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.

Each lesson focuses on a different feature of airSlate. They can take anything from 30 minutes to an hour, depending on their complexity. 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.

To take any courses, you don’t need an industry-specific background or third-party tools. Our courses feature different use cases, essential insights and tips, and various assignments at the end of every learning block. Our courses are self-paced, and you can view them whenever it’s suitable for you.

We want you to keep moving forward in your learning. If you take a course through the airSlate Academy, you will get a certificate to show that you passed the course. You can add the certificate to your current job or move up in your career by using it.

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

Increasing efficiency and adaptability will be a top priority for businesses in the future, according to Gartner's predictions. Learning automation should be part of your growth plan if you want to remain competitive and not fall behind.