airSlate WorkFlow

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.

I have already recommended this product to other departments within our organization and other people I know working in other administration roles where automation is sought after.

airSlate is great for one off forms, we have used it to automate our gym waiver to be signed off by HR, then sent to our badging team to provide access to the gym facilities to our employees. We do not need to use paper for this process anymore at all.

airSlate is great for requiring attached documents in order to process certain paperwork, meaning that paperwork cannot be submitted without the requested documents being provided. If we process a name change form, we need certain proof, so building the automation through airSlate means we should have a completed set of documents in order to process on our end.

Processing payments is great, we have a flow for our team Water Club and payment can be processed via credit card through the slate rather than trying to track people down for cash.

I wish there was a bot to include individualized documents with a slate before it was sent, the versioning helps, but is not ideal. For example, it is very easy to include a personalized offer letter and job description, dropping fields for signature and date when we send envelopes through DocuSign. It is not as easy to individualize a template within airSlate, so I wish there was a bot that would allow the same functionality of putting person specific documents into a template and adding signable fields prior to sending.

Well suited for forms that need to be signed by one or more people (ie multiple levels of managers). Great to keep all completed slates in one section so that you can find what was completed and where. It does get a bit tricky with routing when it's a bit of back and forth.

We have a group of users that send out a series of forms to potential volunteers. We were able to configure flow templates in airSlate that would send/not send a select group of documents based on data received from Salesforce. Once the documents are complete, some of the data flows back into Salesforce while the documents themselves are stored in Google Drive. From the users' standpoint, this has been seamless and wonderful.

It is very well-suited for intra-office communication and automation of processes such as sign-off and document storage. It is not very well suited, at the moment, for customer interfacing. In order for this to be accomplished for us we would need some more specific integrations such as being alerted right away if something fails so we can reach out to our customers, as well as being more specific in how we can limit field answers (ie only values from a certain dictionary).

It's well suited for sending pdf and creating automation with database, CRM. Sending pdf document to customer and tracking their signed copy is tedious. It's a lot of step. With airslate, we have been able to improve this process.

best for complex workflows that need to be simplified and automated.

airSlate has been a great end-to-end tool for us. We use it to collect customer intake data. They can include personal information and upload documents to us. We then use it monthly to deliver financial reports back to clients. It syncs with our CRM (Salesforce) and automatically loads client information into the webform/reports and delivers them as necessary.

As this has been accepted as well as DocuSign, much easier to use than having to do a wet signature.

Would be great if there was an option to have as a secured page when sending

It seems best for documents, forms and processes that are "static" and used long term over and over. It is less user friendly when there's just one doc to get completed and signed (there's no speedy option to easily set up a one-time document to sign and push out to a recipient without going through several steps). It is possible, though, which I appreciate and for our purposes it works well enough to get a random single document signed without beig terribly cumbersome- it's just cumbersome enough that I'd rather not deal with it when we have those one-off forms. It would be amazing if there were an express lane option for this situation.

If you or your staff understand bots well, this will probably work really well for a lot of things including signatures to document distribution. IF you understand it. If you don't have someone you can either rely on or pay to set that up for you as you hope for then expect to spend a lot of time setting up all of your documents the first time and also be prepared to be frustrated that everything that seems to make sense in one part does not work in the next. The excitement of being able to build one form for all employee forms in one pass just wouldn't work, especially if I had two places on the same form that asked for the same data bit from the input forms, such as the employee name on form i9. If you're like me, you can only spend so much time building a form that physically already exists before you lose the value of the airSlate digital version.

Great for low code developers or IT professionals who need to accomplish document or form based workflows and automation for their team or company.
May be a slightly steep learning curve for those less technically minded, and also may be lacking in some functionality for high level developers who want to be able to granularly modify their flows.

airSlate is a great one stop shop for automating workflows and capturing e-signatures securely. I rated it as a six simply due to the enormous learning curve. It took our organization almost three years to reach a point of effective use of the tool. There are too many options that are not clearly defined. The training is too in the weeds that it loses its effectiveness. The support team is great and very helpful. However, the average time it takes them to help you through a problem is about 1 - 2 hours.

Great for form building and linking to other tools to make the forms work real well

It's great for your basic user and for the flow functionality. The form fields are very customizable.
It's not that great if your process is constantly changing as it is not easy to add pages to a current document. You have to upload an entirely new document and start the form fields from scratch.

airSlate is well suited for any scenario where content from a form needs to added to Salesforce or similar. It's also well suited for any form that requires a signature and/or initials.

airSlate is less appropriate if a form need to be filled out from a local drive. Although there are workarounds, airSlate is a web-based platform and is designed to be used in that way.

We needed a product that had more power than Google Forms. This product is well suited to those looking for a deeper tool kit than the one that comes with Google Forms. Feeding the form back to the user and collecting user data in a central sheet were crucial for our needs. Any company with similar needs would find this a worthwhile product to explore. The integrations with Google Workspace, like Sheets, Mail and Calendar, were pivotal for us as well. There may be situations that demand higher security/authorisation that available here, but for our high school this tool works well.

Onboarding a new client is the most important, the most expensive, and the most time consuming aspect of preparing a client for success.

Understanding that it is essential, a client is set up properly. From creating new contacts to billing, product preparation, and delivery, airSlate provides a solution that significantly reduces the likelihood of human error.