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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.
Over 90% of SMB employees perform time-consuming, repetitive tasks. Are you one of them? How often do you face the following problems when completing your business operations processes manually?
• Inefficient uses of time resulting in higher costs
• Inaccurate and error-prone processes
• Lack of process visibility
Automate manual tasks in your workflows and save time and reduce errors with airSlate’s no-code automation. Transform your most complex operations into fully-automated workflows without coding or hassle. Here are some tips your team can use to reclaim working hours and reduce costs with airSlate.
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.
If manual, time-consuming tasks are slowing you down, click the link in the description and try airSlate for 30 days, absolutely for free!
Welcome to airSate Academy, your go-to resource for streamlining your workflow with the power of bots. In this page description, we dive into the topic of removing manual steps in your workflow with the help of bots, enabling you to save time, increase productivity, and focus on what truly matters.
Are you tired of tedious, repetitive tasks that eat up a significant portion of your workday? Say goodbye to manual steps and embrace automation. Our comprehensive guide reveals insider tips and tricks to seamlessly integrate bots into your workflow, revolutionizing the way you work.
Discover how bots can effortlessly handle mundane tasks like data entry, email responses, file organization, and much more. Imagine waving goodbye to mind-numbing copy-pasting, data manipulations, and frequent interactions with various software systems. With our expert guidance, you'll learn how to automate these tasks, freeing up valuable time for more meaningful work.
Our content not only delves into the benefits of bot integration but also provides step-by-step instructions on how to implement this game-changing technology. We share insights on selecting the right bot platform, customization options, and integrating with popular tools like Slack, Microsoft Teams, and Trello.
By adopting our recommended strategies, you'll witness a significant reduction in errors, enhanced accuracy, and improved overall efficiency. Embracing automation doesn't mean losing control; it means taking back control of your time and resources, allowing you to focus on strategic decision-making and achieving your goals.
At airSate Academy, we aim to empower professionals like you with the knowledge and skills to leverage cutting-edge technology. Our user-friendly content ensures that even those new to automation can follow along effortlessly. Whether you're a small business owner or an employee seeking to optimize your workflow, we're here to guide you every step of the way.
Ready to elevate your productivity and revolutionize your workflow? Dive into our step-by-step guide on how to remove manual steps in your workflow with bots. Say hello to increased efficiency and bid farewell to mindless tasks. Embrace the power of automation and unlock the true potential of your work, with airSate Academy as your trusted companion.
To access the video instructions on How to Remove Manual Steps in Your Workflow with Bots, simply visit the airSlate Academy website. There, you'll find pages with free access to these informative videos. These videos showcase the capabilities of airSlate integrations and demonstrate how to streamline your workflow by leveraging automation with bots. At the end of each video, we provide guidance on the related academy course for further learning.
Yes, there is a transcript available for the video instruction on How to Remove Manual Steps in Your Workflow with Bots. This transcript is provided on the airSlate Academy website along with the video. It allows you to easily follow along with the content, making it accessible for individuals who prefer reading or need to refer back to specific information.
The video instructions on How to Remove Manual Steps in Your Workflow with Bots typically range from 40 seconds to 1 minute in length. In this short time frame, we efficiently cover the key concepts and steps necessary to remove manual tasks from your workflow using bots. We understand the value of your time and strive to present information concisely yet effectively.
No, you do not need an airSlate account to follow along with the video guide on How to Remove Manual Steps in Your Workflow with Bots. These videos are accessible to all users, regardless of whether they have an account with airSlate. We believe in providing valuable resources to everyone, empowering individuals and businesses to enhance their workflow efficiency.
Currently, our focus is on the video guide titled 'How to Remove Manual Steps in Your Workflow with Bots'. This comprehensive guide covers plenty of helpful insights and practical steps to streamline your workflow. If you're looking for additional guidance, we recommend exploring the other resources available on the airSlate Academy website, where you'll find a wealth of information on optimizing your workflow and utilizing automation tools.
