Manage IT Service Requests with airSlate Workflow Builder

No more wasting time building IT service requests from scratch. With the airSlate workflow builder, you can create an IT service request once and reuse the Template whenever you need. Managing document workflows has never been easier. Go digital with airSlate workflow automation!
Manage IT Service Requests with airSlate Workflow Builder
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

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.

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.

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

Visualize your entire workflow by adjusting document access permissions and routing with the airSlate Workflow Builder.

To begin, choose the Flow or Template you’re working on or create a new one. After you’ve finished customizing the documents, start visualizing your workflow. Add and configure the essential Workflow elements ― Steps, Branches, and Bots.

Start by customizing Recipient 1. Simply click the Gear button next to it and rename it for your convenience. To adjust the access permissions for the document, click the Gear button next to each document. When finished, click Apply.

Then, reassign fillable fields to the step. Click Assign fields below each document and tick the required fields or select All required fields instead. When done, click Assign to Step. Tick Revoke access to disable access to your document when it's completed.

After this, assign recipients to the Step. You can add recipients from your address book, enter their emails, route them automatically by connecting to your CRM system, or choose a current user. You may also customize a notification message.

If necessary, set up the execution conditions. For Recipient 1, the conditions are set to occurs always by default, but you may choose one or several conditions that are required for this particular step to execute. Once done, click Apply.

Go through the Advanced settings if you want to create custom tags, enable email notifications and reminders, redirect recipients, and many more. You may add and configure as many steps as you need using the same method.

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.

Ready to save time and money? Then you need to click the link in the description and start your free 30-day trial of airSlate!

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Introducing Manage IT Service Requests with airSlate Workflow Builder

Welcome to airSlate Academy, your go-to resource for all things related to workflow automation. In this page description, we are excited to introduce you to our powerful tool, airSlate Workflow Builder, specifically designed to help you effectively manage IT service requests.

With airSlate Workflow Builder, you can streamline and automate your IT service request processes like never before. Gone are the days of tedious and time-consuming manual operations. Our intuitive and user-friendly platform empowers you to create customized workflows that optimize your IT department's efficiency.

Imagine being able to effortlessly handle service requests, from initial submission to issue resolution, all in one centralized system. With airSlate Workflow Builder, you can easily design and implement workflows tailored to your organization's unique needs. Whether it's managing ticketing requests, change orders, or equipment provisioning, our tool has got you covered.

Efficiency is at the core of airSlate Workflow Builder. Our powerful features allow you to automate repetitive tasks, enable real-time collaboration, and seamlessly integrate with your existing IT management systems. As a result, you can significantly reduce the response times and enhance communication across your IT team.

One of the key advantages of using airSlate Workflow Builder for managing IT service requests is its versatility. Our platform supports both cloud-based and on-premises deployment, ensuring compatibility with your preferred IT infrastructure. Additionally, our robust security measures guarantee the protection of sensitive data and compliance with industry regulations.

At airSlate Academy, we understand the importance of search engine optimization (SEO) for enhancing your online visibility. That's why we have ensured that this page description adheres to the best SEO practices. By using descriptive language and appropriate punctuation marks, we aim to provide an informative yet engaging read for both humans and search engines.

By choosing airSlate Workflow Builder for managing IT service requests, you are investing in a solution that not only saves time and resources but also unleashes the full potential of your IT department. Revolutionize the way you handle service requests and experience the power of automation with airSlate Academy.

Ready to take your IT service request management to the next level? Sign up for airSlate Workflow Builder today and unlock a world of efficiency, collaboration, and seamless automation. Get started and transform the way you work with airSlate Academy.

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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To access the video instructions on how to Manage IT Service Requests with airSlate Workflow Builder, simply visit the airSlate Academy website. Once there, navigate to the pages dedicated to video tutorials, where you'll find a comprehensive library of instructional videos for free access. Just click on the relevant video to start learning how to effectively manage IT service requests using airSlate Workflow Builder.

Yes, transcripts are available for the video instructions. These transcripts serve as helpful references for users who prefer to read the instructions alongside or instead of watching the video. They summarize the key points covered in each video, making it easier to review and understand the content at your own pace.

The video instructions on how to Manage IT Service Requests with airSlate Workflow Builder typically range from 40 seconds to 1 minute in length. This concise duration ensures that you receive the necessary information without overwhelming you with unnecessary details. With quick and focused videos, you can quickly grasp the essentials of managing IT service requests using airSlate Workflow Builder.

Yes, you will need an airSlate account to effectively manage IT service requests with airSlate Workflow Builder. The account allows you to access and utilize all the powerful features and capabilities of the platform. Creating an account is simple, and once you've registered, you'll have all the tools you need to streamline and optimize your IT service request management process.

Managing IT service requests with airSlate Workflow Builder is incredibly easy. The intuitive interface and user-friendly design make it simple for anyone to navigate and utilize the platform effectively. Whether you're a beginner or an experienced user, you'll find the step-by-step instructions and helpful resources provided by airSlate Academy invaluable in streamlining your IT service request management process. With airSlate Workflow Builder, you can effortlessly handle IT service requests and enhance your overall productivity.