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airSlate is everything you need to create, integrate, and automate your document workflows.
What’s up, everybody. You’re watching another airSlate video guide with the next tip on how no-code automation can make your day-to-day document workflows paperless and stress-free.
Do you still rely on a manual approach while handling quotes and creating invoices?
Running mission-critical operations manually results in major delays and unhappy customers.
On top of that, manual methods have proven themselves to be more expensive and time-consuming in the long run, while introducing the risk of duplicating payments, incurring past-due charges, and introducting bad data.
Change how you handle operations by transforming your most critical procurement processes into fully-automated document workflows with airSlate’s no-code automation.
Let’s take a look at how airSlate does the heavy lifting so that you can focus on your goals, 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.
Looking to streamline your workflow and eliminate time-consuming manual tasks? Look no further than airSlate Academy's guide on How to Remove Manual Steps in your Workflow with airSlate Bots.
In this comprehensive page, we delve into the power of airSlate Bots and their ability to revolutionize your work processes. With our step-by-step instructions and expert insights, you'll learn how to effortlessly automate repetitive tasks, reducing human error and unlocking newfound productivity.
Discover how airSlate Bots can integrate seamlessly with your existing systems, eliminating the need for manual data entry and replacing it with intelligent automation. Say goodbye to mundane copy-pasting, data validation, and email notifications - our bots do it all, faster and more accurately than ever before.
Our content will guide you through the setup process, ensuring that you have a solid foundation in understanding how airSlate Bots work. We'll explore the advanced capabilities of our bots, from conditional logic that adapts to your unique business needs to connecting with external applications for an all-encompassing workflow solution.
At airSlate Academy, we understand the importance of keyword optimization and best SEO practices, which is why our content is crafted with precisely that in mind. Our user-friendly approach is designed to engage readers and provide valuable insights that can be easily implemented in any professional setting.
So, join us at airSlate Academy as we empower you to take your productivity to new heights. Say goodbye to unnecessary manual steps and hello to efficient workflows with airSlate Bots. Trust us, once you've experienced their power, you won't look back. Get ready to unlock the true potential of automation and let airSlate Academy be your guide towards a more streamlined future.
To access the video instructions on How to Remove Manual Steps in your Workflow with airSlate Bots, you can visit the airSlate Academy website. There you will find pages with free access to these instructional videos. The videos demonstrate the capabilities of airSlate integrations and walk you through the process of connecting your documents to various apps you may already be using. At the end of each video, you'll be directed to the corresponding academy course for more in-depth learning.
Yes, transcripts are available for the video instructions. These transcripts provide written versions of the content covered in the videos, allowing you to easily refer back to specific information or follow along if you prefer reading instead of watching the videos. You can access the transcripts on the airSlate Academy website along with the video instructions.
The video instructions on How to Remove Manual Steps in your Workflow with airSlate Bots typically range from 40 seconds to 1 minute in length. These concise videos are designed to efficiently guide you through the process of utilizing airSlate Bots to automate manual steps in your workflow. With their brevity, you can quickly grasp the key concepts without spending excessive time.
Yes, an airSlate account is required to fully follow along with the video guide on How to Remove Manual Steps in your Workflow with airSlate Bots. By having an airSlate account, you will have access to all the necessary tools and features mentioned in the video instructions. If you don't have an account yet, you can easily create one on the airSlate website.
Yes, there are additional guides available on 'How to Remove Manual Steps in your Workflow with airSlate Bots'. In addition to the video instructions, the airSlate Academy offers comprehensive courses and tutorials that delve deeper into the topic. These resources provide more detailed explanations, examples, and hands-on practice to help you master the process of automating manual steps in your workflow using airSlate Bots. You can find these guides on the airSlate Academy website.
