Automate entire document workflows

Workflow tools help you to build, optimize and automate your processes. If it comes to a no-code automation solution, you use RPA tools or robotic software, like airSlate's Bots, that you can implement without any programming skills. The intuitive interface and simple logics enable them to be implemented into any process in a matter of few clicks. All you need to do is to set up conditions and specify the results you expect. Additionally, you can add as many Bots as you want to combine various data silos efficiently.

workflow automation software replicates any of your business processes but removes all bottlenecks. For example, your document moves between the involved parties but is automatically pre-populated with data from a database. This means that you do not need to enter information manually. Plus, to avoid losing a document, you can trace the route of any file. In airSlate, your documents are stored in the corresponding Template, and if you want, you can archive them to the cloud.

Workflow software is a solution that automates and handles processes within your company. Any process is a sequence of tasks that software can keep in order by removing shortcomings and optimizing time-consuming steps. Usually, the software offers different tools to make your work easier. That way, you can pre-fill documents without manual data entry, set up auto-notifications, and filter information effortlessly.

A document workflow management system helps you optimize document-centric processes such as contract approvals, purchase orders, etc. Systems route forms between CRMs, databases, and recipients to complete documents and get results. With a document management system in place, you can generate documents, pull and push data automatically, and archive records. Additionally, you can get an analytic report about your processes.

Nowadays the terms automation workflow software and RPA have become interchangeable because it's impossible to imagine a no-code solution that can work without bots. But if we talk about traditional automation this difference becomes more noticeable. The software implements your process via an API. Unfortunately, such processes are inflexible and require programming skills to set up. While RPA is a tool that helps to create an automated process by default without a need to code a single line. To make automation available to everyone, airSlate adheres to a no-code way.

Task automation creates a comprehensive process, increasing accuracy. Employees concentrate on goals and solve issues, while "digital workers" take care of administrative red-tape and labor. Humans and bots don't replace each other but work together to get significant results. Software is much more efficient in coping with manual data entry or document creation.

There are three types of workflow applications ( Project, Case, and Process). The last one consists of repetitive tasks that you can automate, such as submitting documents, entering data, etc. A process follows a predictable path, so it's easy to implement any solution or software. However, a project and case are either unique or unstable. If you want to automate your business, you have to start by deciding on the process you'll change.

In a nutshell, you should use business workflow software to get more accurate and faster processes. Automation is a solution to any business, industry, and department because any company has bureaucratic bottlenecks that can be solved harmlessly with the help of RPA tools. Additionally, automated workflow software helps you save money. You free your employees to solve business-related issues instead of overwhelming them with day-to-day duties. As a result, your team is focused on reaching value and increasing profits for the company rather than burning out coping with ongoing routine tasks.

An automated workflow system runs just like any other basic business process, except that bots do most of the tasks. To clarify things, take a look at an example of the Vacation request Template from airSlate. An employee launches Template and receives a document prefilled with data, including name, position, etc. All that is left to do is choose a date and press Done. The manager opens this form to approve or deny a vacation request. Regardless of the manager's response, the employee receives an email notification. You can add as many steps and Bots as you need and integrate your Template with third-party systems. The settings are flexible, so adjust and adapt them to your needs.

The most obvious answer is to make the job easier and more accurate. A program divides the process of any complexity into steps that are easy to change and improve. This way, you will quickly find inconsistencies and get rid of them. As a result, you get a process that works even without your intervention. With airSlate, you can build a parallel and sequential process by designing a simple and straightforward algorithm.

Document workflow solutions manage forms, files records that your business needs. Almost any process is based on paperwork that steals the team's time using administrative, day-to-day tasks. A solution takes care of exporting, importing, and archiving data without your intervention. The same can be said for populating templates and generating contracts, which is no longer the concern of your employees. So you can solve any document-related problem in no time without even thinking about that. All you need is to build your Template.

The market offers a lot of great and advanced no-code automation software solutions. But if you don't know where to start, try airSlate. This all-in-one platform is able to optimize processes for any of your departments. As a result you can get onboarding, invoicing, and payrolling processes fully automated. The intuitive interface helps you figure out all settings and configure your first Template with ease, even if you lack technical skills. The solution provides you with additional educational content such as airSlate Academy to make your acquaintance even faster. Check out the free plan and design a step-by-step path for any process with airSlate!