How to Manage IT Service Requests with airSlate Bots

Looking for a way to create a smooth and error-free IT request management process? airSlate Bots were designed to resolve these exact issues. Get familiar with these user-friendly software robots and delegate every tedious, repetitive task in your IT service requests to them.
How to Manage IT Service Requests with airSlate Bots
About airSlate
Transcript

airSlate is everything you need to create, integrate, and automate your document workflows.

  • A single holistic platform ‒ no need to integrate multiple services or platforms
  • No‑code configuration and deployment decreases time to value by 10x
  • Natively integrates with hundreds of cloud services using no‑code Bots

Hello and welcome to airSlate, the best workflow automation solution out there. Watch this video to stay current with all the ways airSlate can benefit your business and streamline your day-to-day processes.

It’s difficult for IT managers to switch between parallel tasks like maintaining authorization, onboarding and offboarding employees, managing and tracking technical equipment and requests, all while keeping sensitive data secure.

airSlate’s no-code automation allows you to run multiple IT workflows simultaneously while boosting process visibility and syncing data between systems.

airSlate empowers IT specialists to strengthen their company's operating efficiency, reclaim time and resources away from routine requests and towards more valuable initiatives.

Here are a few insights on using airSlate to optimize your processes so you can focus on strategic initiatives, not manual tasks.

Use airSlate’s no-code Bots to automate routine manual tasks in any document workflow. To do so, in your airSlate account, create a new Flow, or select the Template or Version you want to work with.

From the Documents tab, select the type of document you need and start customizing it by adding the basic elements to it.

From the Workflow tab, add Steps to your Flow, assign access permissions, and based on what you want to automate, add Bots to the Steps.

To find which Bots best suit your workflow needs, click Add Bot to Step.

Based on their functionality, Bots are divided into four categories: Automation, Data Movement, Integration, and Permissions.

Pick the Bot you need, click Install Bot, go through the Bot settings, and click Apply setup.

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 one that meets your needs.

Then, set up your specific 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 or 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, 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.

Want to try airSlate for Free? Just click the link in the description and begin streamlining your processes right away.

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Introducing How to Manage IT Service Requests with airSlate Bots

Welcome to airSlate Academy! In this page description, we will explore the efficient and seamless management of IT service requests using airSlate Bots.

Are you tired of manual handling and tedious paperwork when it comes to IT service requests? Look no further! With airSlate Bots, you can streamline your IT service request process like never before.

Our comprehensive guide will walk you through the step-by-step process of managing IT service requests using airSlate Bots. We'll cover everything you need to know, from setting up your Bot to automating repetitive tasks, all while ensuring your requests are handled with utmost efficiency and accuracy.

With our descriptive instructions, you'll learn how to leverage airSlate Bots to their full potential. Whether you’re a seasoned IT professional or new to the world of automation, our content will provide you with valuable insights and practical tips to optimize your service request management.

Not only will you benefit from our easy-to-follow language and punctuation, but we also prioritize the best SEO practices to ensure this content reaches those who need it most. At airSlate Academy, we understand that it’s not just about delivering quality information, but also about making it accessible and engaging for real people like you.

So, join us at airSlate Academy to discover how to effectively manage your IT service requests with airSlate Bots. Say goodbye to manual inefficiencies and hello to a more streamlined and productive workflow. Get started today and revolutionize the way you handle IT service requests with airSlate!

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To access the video instructions on How to Manage IT Service Requests with airSlate Bots, simply visit the airSlate Academy website. There, you'll find free access to pages with these informative videos. The videos demonstrate the effectiveness of airSlate integrations and highlight key product features, providing step-by-step guidance on managing IT service requests with airSlate Bots. At the end of each video, you'll be directed to the related academy course for further learning.

Yes, transcripts are available for the video instructions on How to Manage IT Service Requests with airSlate Bots. These transcripts provide a written record of the content covered in the videos, allowing you to review and reference the information at your convenience. You can easily access the transcripts alongside the videos on the airSlate Academy website.

The video instructions on How to Manage IT Service Requests with airSlate Bots are designed to provide concise and focused guidance. Each video ranges in length from 40 seconds to 1 minute, ensuring that you receive the necessary information in a clear and time-efficient manner. This allows you to quickly grasp the concepts and begin implementing them in your IT service request management.

Yes, you will need an airSlate account to fully follow along with the video guide on How to Manage IT Service Requests with airSlate Bots. An airSlate account provides access to the platform's comprehensive features and functionality, enabling you to effectively apply the concepts and techniques demonstrated in the video instructions. The account registration process is simple, and you'll be guided through it during the video guide.

In addition to the video guide on How to Manage IT Service Requests with airSlate Bots, airSlate Academy offers a range of other helpful guides and resources. These guides cover various topics related to airSlate Bots and IT service request management, providing comprehensive knowledge and support. By exploring the academy courses and materials, you'll gain a deeper understanding of how to optimize your IT service request processes using airSlate Bots' capabilities.