Tag: workflow automation tools

airSlate: The First and Only Holistic No-Code Document Workflow Automation Platform

Looking for an all-in-one document workflow automation tool to simplify your business processes? Learn about airSlate.

Business automation is essential for companies and organizations nowadays. Competition is growing, and customers are demanding real-time solutions. So how does airSlate help automate your business and meet clientele satisfaction?

The simplicity, flexibility, and efficiency of airSlate make it easier for managers and employees to manage daily tasks. Using simple yet powerful software, you can easily create pre-populated documents or multi-page forms based on user information.

Users only need to type in their names once, and it will replicate in the system for future use. There are many other reasons to consider integrating this platform into your business. Learn more about the airSlate software platform for single, no-code business document workflow automation solutions.

What Is airSlate?

As the first no-code business automation software platform, airSlate provides automated solutions, including e-signing, contract negotiation, no-code robotic process automation, and document generation. It keeps online forms into a single platform for easy access when needed.

This software platform also configures and automates business processes while integrating them into a system of information without writing code. Regarding inclusive workflow solutions, airSlate offers a wide range of features that help simplify day-to-day web processes.

As a well-serviced, cost-effective end-to-end document workflow automation solution, even users who are not tech-savvy can use the platform straight from templates. AirSlate is more affordable and user-friendly than other no-code business automation platforms.

How Does airSlate Differ from Other Software?

Unlike other business automation platforms, airSlate offers a proprietary library of bots, including Slack notification bot, signature type bot, pre-fill from CSV file bot, and update SharePoint list item bot. Choose from these bots and customize your web forms to suit your projects.

Moreover, it’s a web form builder with configurable workflow routing for more efficient customer records management. It provides workflow analytics to identify issues that need your attention easily. The e-signing feature is legally binding, so you are guaranteed to protect sensitive information in your system.

Compared to similar platforms, this codeless workflow-building software focuses on contract life cycle management, document generation, and web form integrations with CRM and other record systems that don’t use any codes.

Who Can Benefit from airSlate?

The main beneficiaries of the airSlate no-code document workflow automation platform are business owners, team managers, and workers who need to automate their manual processes. You can integrate the platform with other software to build a system that works for your everyday business needs.

Non-programmers or those who don’t know how to write a single code to generate forms can also use this platform. This is a great solution if you are managing a company and your employees don’t have technical skills such as building various web forms from scratch.

The following are the benefits of using airSlate in your business processes:

  • Customization of forms to match your business requirements. There are existing templates to help you create company forms that meet your needs.
  • The platform allows you to request attachments and signatures from users. It saves workflows directly to the cloud for safe storage.
  • Receive email notifications internally and send email notifications externally.
  • Easy to reach out customer service team that closely works with users to help them create an ideal document workflow that exactly meets their business needs.
  • The intuitive drag-and-drop user interface allows the creation of data entry web forms that can be used to fill up document workflows.
  • The platform has a PDF editor that links web form data to fillable fields in PDF format. The platform has a chat feature to help you easily contact the customer support team with questions.
  • Automatically send pre-chosen files to recipients and make changes to the files later on. With sophisticated features, you can easily use slates, bots, and flows without prior programming knowledge.
  • A wide range of integrations, including the ability for webhooks. Seamlessly connect integrations with the bots.
  • Good reporting on created documents, role-based access to company templates, redlining implementation, and quickly transferring data to another document.

More importantly, the airSlate team is open to continuous feedback and suggestions to improve the platform for businesses and organizations. You can access it using your phone, tablet, laptop, or desktop computer.

Existing Platforms Integrated with airSlate

One of the best things about airSlate is that you can use plenty of integrations with the platforms and many opportunities for improving productivity. For example, you can integrate it with Salesforce, Atlassian Jira Align, MS Dynamics, NetSuite ERP, Google Drive, Dropbox, and Salesforce Commerce Cloud.

Regarding the flow templates, you can customize and connect multiple sources for your data and include them in your contract flows. Some of the most commonly used flows on the platform are the employee onboarding flow, contract management flow, collecting employee feedback flow, and the capital expenditure request approval flow.

Wrapping It Up

When choosing a codeless business automation software, it’s important to consider the feedback from current users. Experiences can help you decide whether the solution is best for you. AirSlate is designed to help businesses create document workflows in an instant.

No professional programming skill is required to use the platform. All you need to do is follow the templates and contact the customer support team for your concerns. AirSlate understands that end-users opt for the latest version of forms to overcome complicated processes.

Furthermore, populating forms is made easier by the platform wherein you enter the information, which will be replicated throughout the system. With a few clicks, you can easily create document forms with the necessary information on users.

Before you buy, know that a free trial and the Freemium Version are available. Integration and premium consulting services are also available to help you manage your business automation needs at a reasonable price.

So what are the most common problems you have encountered in your current document builder platform? Do you think airSlate can do a better job for you without compromising user information and other essential requirements?

Power Automate: A Powerful Workflow Automation Tool That Eliminates Repititive Tasks

What is Power Automate? Learn more about workflow automation and how it can help boost productivity and efficiency at work. 

Try to imagine this situation. You or your employees need much time to finish a task. They cannot focus on what matters the most in the company. Because of that, problems arise everywhere in your workplace, and you have no idea how to solve the issue.

Does this situation sound similar in your company? If so, you might have an unproductive workplace. This issue can be an effect of doing repetitive and manual jobs every day. 

Doing those kinds of tasks every day can be exhausting for any person. As a result, your company might not be as efficient as you would have liked.

Thankfully, there are now several platforms that allow you to automate workflows. This kind of tool has many valuable benefits. 

One of which is having the ability to handle repetitive tasks in your company. It also makes the process faster and easier, which increases your productivity level.

An example of this type of platform is Power Automate by Microsoft. This tool allows you to link workflows to your data by using connectors. Also, you do not need to be knowledgeable in coding to use Power Automate. The platform has a no-code approach, so you can rest easy in automating your workflows.

So, suppose you are a manager or a tech-savvy worker. In that case, Power Automate might be an excellent choice for your company. Why? It lets you automate workflows, allowing you to focus on the more vital tasks in your company. You can also speed workflow development by using Power Automate with Azure DevOps.

Find out more below to see how using this platform can be beneficial for your company.

What is Power Automate?

How does it help with workflow automation?

Before diving into the topic, you must first understand the purpose of Power Automate. It is a cloud-based platform that lets you make automated processes. You can do it by using connectors and drag-and-drop tools. This way, you can automate manual and repetitive tasks without coding and with ease.

With Power Automate, you can connect other platforms to the system. Currently, there are over 100 options that you can integrate with this platform. You can link most business productivity applications such as Trello, Slack, and Outlook. It also includes Social Media networks such as Twitter and YouTube.

Power Automate lets you synchronize files, receive notifications, and more. It is also part of the Office Suite or Office 365 subscription. Meaning, if you subscribe to a business plan, this tool will be available in the package. Thus, allowing you to use the platform.

Don’t know where to start? Do not worry. Power Automate is also friendly for beginners in using automating platforms. If you find the process challenging, you can always use the template library. This way, you can automate the processes even if you are a beginner.

Additionally, you can access this platform whenever you want. The Power Automate app is downloadable in both Google Play and the Apple App Store. Thus, you do not have to turn on your personal computers only to manage the Power Automate platform. You can check and manage your workflow through a smartphone or a tablet instead.

How does Power Automate differ from other workflow automation tools?

As mentioned earlier, it is possible to use templates in Power Automate. This ability is one of the selling points of this platform since it allows you to automate more easily. 

There is a wide selection in the template library. Thus, there is a high chance that you can find the template that you need.

With templates, you need to connect Power Automate to another platform. 

For example, you want to receive emails from your Outlook and view them in Microsoft Teams. That is an example wherein you can use Power Automate to automate the process.

what is power automate

Some featured templates that you can use in Power Automate are:

  • Save email attachments to your business’ OneDrive account
  • Receive a push notification whenever someone messages in your team
  • Send a personalized message when someone uploads a new document or any file in your organization

Another selling point of Power Automate is the ability to connect with Azure DevOps. This tool allows your team to share code and check all work. It is perfect if you prefer to build automated processes quicker. Also, this workflow automation tool can speed up and improve the development of your business workflow.

Target Market of Power Automate

In general, Power Automate is excellent for companies that aim to boost productivity. After all, it allows for better workflow automation, making your tasks more manageable. 

You can also use a template to automate the process. Some industries that can benefit from this platform are Banking, Healthcare, and more.

Power Automate is also for the IT decision-makers. This platform allows them to create and develop their business solutions. It also lets them focus on the more advanced integration tools. 

One example is the Azure DevOps. They can also help, support, and empower the employees in your company.

Power Automate Integrations with Existing Platforms

It is necessary to connect with other existing platforms to make automated processes. These tools include your standard productivity apps, such as Trello. Or, you can also integrate your social media networks such as Twitter and YouTube. As of the moment, Power Automate supports over 100 platforms for integration.

Below is a list of the popular existing platforms that you can integrate with Power Automate:

  • Office 365 Outlook
    This platform is where you can receive, read, compose, and send email messages. It is also possible to schedule upcoming meetings with Office 365 Outlook. If you have something planned for the day, it will notify you hours before the meeting.
  • OneDrive for Businesses
    OneDrive is a storage space that allows you to store files such as documents and pictures. This platform is helpful when you want to share resources with other employees. It also allows you to download files, as well as the freedom to set the visibility settings. You can either set it to the public where all people in your company can see the file. Or, you can select specific users to see the file and share the link.
  • Trello
    Trello is a Kanban-style productivity tool. It allows you to create cards and organize tasks in a list form. You can also set a deadline for a specific item and add other members to a team. In Power Automate, there are plenty of situations wherein you can use Trello to automate. One example is the ability to copy all tasks in your Outlook to Trello. You can also send an Outlook email to your employees when you create a card in Trello.
  • YouTube
    If you own a channel, you can also integrate YouTube into your workspace. As most of us know, YouTube is widely used to share and view videos made by various content creators. When you integrate YouTube to Power Automate, you can set it to notify you whenever a channel posts a new video. You can also track the data of your YouTube videos on a Google Sheet and more.
  • Twitter
    Twitter is one of the most widely used social media platforms today. This platform is helpful when you want to promote your products and services. With Twitter, you can integrate it into Power Automate so that you can email a tweet from a specific user. You can also get a push notification of a tweet containing a particular keyword. That feature can be excellent for monitoring your competitors when used well.
  • Microsoft Teams
    If you use Power Automate, you might as well use Microsoft Teams to collaborate in your company. If you already use Microsoft Teams, you can automate some tasks using Power Automate. Let’s take the example when a person sends an email to your Outlook email address. With Power Automate, you can see the contents of the email on Microsoft Teams.

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