Product Overview of airSlate
airSlate is an all-in-one, no-code business process automation platform designed to streamline and optimize various aspects of an organization’s workflows. Here’s a detailed look at what airSlate does and its key features:
Core Functionality
airSlate combines several critical business process automation tools into a single platform, including:
- E-signature: Enables the electronic signing of documents, contracts, and forms, simplifying approval processes and reducing the need for physical paperwork.
- No-code Automation: Allows users to automate workflows without requiring any coding knowledge. This includes setting up automated processes, sending notifications, and completing tasks using software robots (bots).
- Contract Negotiation and Management: Facilitates the creation, negotiation, and management of contracts, ensuring all parties are aligned and the process is efficient.
- Document Generation: Automates the creation and filling of documents using data extracted from various systems of record, such as CRM or ERP systems.
- Web Forms: Provides mobile-friendly web forms that can be integrated with existing systems, making data collection and processing more efficient.
Key Features
Automation and Workflow Management
- Configurable Workflows: Users can create custom workflows from scratch or use pre-built templates from the workflow library. These workflows can be powered by bots and third-party integrations.
- Workflow Routing: Supports custom workflow routing and no-code conditional routing, allowing for flexible and dynamic process management.
Data Management and Analytics
- Pre-fill and Update: Connects to systems of record to pre-fill documents and contracts, and updates existing records automatically.
- Real-time Analytics: Offers advanced data analytics with real-time audit logs, customizable dashboards, and the ability to generate reports in PDF, CSV, or XLS formats. Users can track and analyze various metrics, such as incoming documents, documents sent, and teammate involvement.
Integration and Accessibility
- Native Apps and Integrations: Allows processes to run directly within CRM or ERP systems like Salesforce, Slack, and Microsoft Dynamics 365, using custom buttons and integrations.
- Multi-Cloud Environment: Ensures workflows function seamlessly across all cloud applications, providing continuous accessibility and reliability.
Security and Compliance
- Real-time Audit Trail: Tracks workspace access and workflow changes in real-time to ensure security and compliance, helping to identify potential issues promptly.
Additional Benefits
- Fast Deployment: airSlate features fast deployment capabilities, making it a cost-effective solution that reduces the expenses associated with implementing new workflows.
- User-Friendly Interface: The platform is designed to be easy to use, requiring no extensive coding knowledge, which makes it accessible to a wide range of users across different departments and industries.
Overall, airSlate is a powerful tool for automating and streamlining business processes, enhancing efficiency, and reducing manual errors, making it an invaluable asset for organizations in various sectors, including education, finance, HR, IT, and legal.