Item: airSlate WorkFlow
Rating: 10
Author: Verified User

Use Cases and Deployment Scope

We use airSlate (and PDF Filler) in order to automate some of our paperwork processing for various departments within and outside of the Human Resources team.

Because of our success with and use of airSlate for personnel processing, we have assisted our finance department in implementing the use airSlate to automate their capital request and check request processes, as well as our counterparts in the County utilizing airSlate for their personnel processing.

Pros and Cons

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

If this system could provide an easier mass export of flow data, or completed forms
Mass exports of flow data requested to be provided to email do not always come through, especially if there is a lot of data, the export just fails with no notification of the failure
When scrolling through slates, when the system is loading more, it is easy to lose your place because when the new slates load, the list shifts

Return on Investment

airSlate being a subscription rather than per slate model has saved a lot of money overall, allowing us to create what we NEED rather than limiting our needs because of the cost and limit of a per envelope model
Time is saved because we do not need to constantly contact people for specified information as we can require the information we need and if the information is not provided the slate cannot be completed
Time is saved because we have digital forms completed with digital signatures, and these forms do not need to be filed into employee personnel files, we can save them as batches

Product Configurability

Depending on the overall use of the automated form/data collected, we switch between airSlate and PDF Filler and DocuSign for automation purposes.

airSlate tends to be the first platform I consider when automating because of the option for bots, but if I need to export the data collected on a mass scale, PDF Filler is better suited for this outcome, or if we need to add person specific documents to a template, DocuSign is better suited for this need.

If airSlate could make mass exporting of all completed slate data easier (and not having to be done a few at a time) or allow for easier upload of person specific documents into an existing template, we could drop the other platforms all together.

Alternatives Considered

DocuSign

airSlate is cheaper to utilize, and allows for more specified automation. I always worry about the per envelope cost for DocuSign, which is not a factor when utilizing airSlate.

airSlate also notifies us if there is an issue with a bot, whereas we have had people attempt to complete their envelopes through DocuSign, and for whatever reason, they were unable to and the documents had to be provided in a different form or through another platform in order for the employee to complete.

Key Insights

Do you think airSlate WorkFlow delivers good value for the price?

Yes

Are you happy with airSlate WorkFlow's feature set?

Yes

Did airSlate WorkFlow live up to sales and marketing promises?

Yes

Did implementation of airSlate WorkFlow go as expected?

Yes

Would you buy airSlate WorkFlow again?

Yes

Other Software Used

DocuSign

Likelihood to Recommend

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.

Automation
Digital Signing
Digital Completion of Documents

airSlate offers Great Automation Options and Great Value

Overall Satisfaction with airSlate