Likelihood to Recommend While there's some things I'd love to see and maybe they will one day, I think this platform is an EXCELLENT choice for someone looking to automate forms. I love not having to manually update a spreadsheet daily, this is more of a set up and forget process although there are times that the automation fails and has to be done manually
Read full review It's great for repetitive or regularly scheduled activities like reports or file transfers. However, it's not so good for on-demand activities. It doesn't support task shortcuts to run specific tasks. If it did it would be perfect.
Read full review Pros The bots are fantastic, so many to use to really increase functionality User friendly for those who are first time users, and the system just gets easier and easier to use with experience The email notifications for bot failures are very much appreciated, we know right away if something is not functioning The customer technical support to assist with flow issues, they are quick to respond and assist until the problem is solved or the flow is functioning as envisioned Regular updates to the platform for improve functionality Read full review Very detailed task builder. Easy to read step by step a task's operation even if you don't have much programming knowledge. Scheduling for automation jobs is very flexible. Allows us to create all kinds of job schedules as needed. Organization of jobs, tasks, conditions is done well. Allows us to easily manage our items. Read full review Cons On occasion, bots need to be reset/removed in order to work. I wish there was a way to add a quick document before sending something out similar to DocuSign envelopes. Versioning is very helpful but I do wish there was a way to prepare a form for sending, add in a quickly customized document and a field or two, and send it to just that person. Being able to assign fields while in the field editor would be helpful! Read full review A reporting capability on tasks: enabled, disabled, by folder, by trigger, etc. Currently there is none. An "OR" in their conditional statements - currently there is only "AND". Some kind of temporary backup when changing a task - separate from the current back up/restore functionality (which works well). Read full review Likelihood to Renew I give this rating because I am hopeful the functions I would like will be added in the near future.
Read full review Usability It seems airSlate designers spent a significant amount of time ensuring the product is easy to use and appealing. They were able to accomplish this without sacrificing functionality and quality. The interface isn't cluttered and allows end-user to get going with minimal training. Designing workflows is a snap with the drag and drop "bots" (functions).
Read full review It's just very easy to use, extremely versatile, and very reliable. It's hard to find use cases where it won't work.
Read full review Support Rating I have reached out to airSlate support a number of times during setup and after. The platform includes a built-in support chat that is very convenient and fast. I'm able to get the answers I need is less time than it takes with any other software I use. And I don't need to pick up a phone or write an email and wait for a response. They support staff is very knowledgeable and accommodating
Read full review Support is very helpful and responsive, although using the tool is very user-friendly, so I hardly use the service.
Read full review Alternatives Considered We had been unable to get much attention from
DocuSign support/sales when we decided we wanted to connect forms to
Salesforce . I stumbled across airSlate on the appExchange, and their sales team was responsive and helpful. I haven't worked in
DocuSign myself, but my users tell me that airSlate forms are much cleaner.
Read full review Read full review Return on Investment Time saved on downloading documents, they are automatically added to our Google Drive. Capability to edit each document without creating a whole new template saves a lot of time. Cuts down on volunteers needed to do intake paperwork with a patient. Read full review It's been a net positive as AutoMate requires less eyes on specific tasks so that people can focus attention elsewhere and do more analysis. Less manual work also decreases the chances of mistakes and/or missed jobs. Since Automate can schedule everything, send email notifications, etc., there is less time wasted. Read full review ScreenShots Fortra’s Automate Screenshots