How to Automate Your Procurement to Payment process with airSlate Templates

Hey, everyone. Welcome back to the airSlate video guide with a new helpful tip on how to leverage automation in your day-to-day document workflows.

Did you know that poor inventory management affects your relationships with customers? A great customer experience starts with being sure of the availability of products your customers want.

This is why working with simple inventory sheets and sales records are not sufficient for businesses, even small businesses.

airSlate’s no-code automation fully addresses this challenge by automating and accelerating business processes, maintaining full control over important documents, and eliminating manual, error-filled actions.

Let’s take a look at how airSlate does the heavy lifting so that you can focus on your goals, not manual tasks.

Save time creating and configuring your Flow with ready-to-use pre-built Templates for any team, department, or business, from HR and sales to healthcare and construction. The templates include the documents and automation features needed to get your workflow up and running in no time.

Access our library of pre-built templates in just a few clicks:

• In your Dashboard, find the Pre-built Templates block.

• Click Select from library right next to it.

• In the search line, enter key words to help you find the workflows that align with your business goals.

• Review the templates by clicking Learn more next to the one you chose, go through its description, and click Import.

Now you can use the template straightaway or change its settings if needed.

Let’s see what else you can do with airSlate.

First of all, there are two ways of automating your document workflows. You can either build your Flow from scratch by clicking the Create New Flow button or choose one of the pre-built Flow Templates.

Browse the Flow Template collection from your Dashboard and pick the most appropriate workflow for your business needs.

Then, adjust your workflow and set up Documents, Workflows, and Bots.

Start by adding or creating documents and web forms in your workflow. You can create them from scratch or upload documents from your computer or cloud storage. Customize docs the way you want. Add fillable or signature fields, assign recipients to them, make fields mandatory or optional, and more.

Next, visualize your workflow. Drag and drop Steps and name each one based on the role or responsibilities of those who’ll complete it. Manage document recipients, assign fields and entire documents to them, and add conditions for the step execution if necessary. Add Branches if you need to send documents simultaneously to several recipients.

Finally, automate your workflow by adding no-code Bots. Use the Bots to send reminders and notifications, pre-fill documents, transfer data, update records in CRMs, and much more.

If you want to use the Flow more than once, you can make it a Template. Just choose the Save as a Template option while configuring your workflow.

Once you’ve set up your workflow, click Send so that the documents are completed by the right people. You can also send the documents via SMS or email or create a shareable link to add them to your website.

After your documents have been sent, use the airSlate Dashboard to track their completion and all the changes in your workflow.

For example, you can see the status of your Flow by opening the All Flows tab. Depending on your role in the Workspace and Flow access permissions, you may have different options available. For example, you can download, send, and remove a specific document.

View the Bots log to check if the Bots added to the workflow ran successfully, and if not, check the reason for failure.

If you have any trouble using airSlate, go to the Support Portal or get help from our Support team.

Want to develop new skills and gain recognition? Click the link in the top right corner to take one of our free courses.

If manual, time-consuming tasks are slowing you down, click the link in the description and try airSlate for 30 days, absolutely for free!