airSlate WorkFlow

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.

Obtaining signatures very quickly Getting required documents signed for clients that are seen virtually. If clients are sick, they can sign documents and still be seen virtually instead of them coming into the office.

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).

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

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 is very handy that airSlate is HIPAA compliant and we have a signed BAA. It is efficient for sending documents for signing in bulk and can be used for sending to individuals as well. We enjoy the capability of creating documents in multiple languages, and being able to select the appropriate language for each patient.

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.

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.

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.