airSlate - easy automation for the non IT person
Use Cases and Deployment Scope
We have participant Waivers and Agreements for our events that have to be signed. We will receive 100,000+ so also need to make portions of those forms easily accessible to staff to confirm every attendee has a signed form upon arrival. We use Google Integration to have portions of the form export to a google sheet which updates in real time (other platforms require you to perform a manual download). Using various formulas in google sheets, we're able to distribute the data to the correct staff member(s) so they aren't having to sort through every single row of data. It's a pretty savvy platform. A few things on my wishlist like being able to have conditional forms or by auto filling specific data by using an order number added to the web address.
Pros
- real time exporting to a Google Sheet
- superior customer service
- Savvy engineers constantly solving and improving
- ease of Customization for a non IT person
Cons
- Sometimes bots fail (automation breaks) and unsure of the cause, wish there was a way to re-run the bot manually.
- Export fields for an individual slate. Currently you have to select a date range and it will export all that are completed within that time frame.
- Bulk Download all slates for a flow.
- We have a lot of families (multiple kids) would love to see an easy way for fields to "save" and fill out a 2nd or 3rd form.
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.