Get valuable skills in document workflow for Head of trade finance with airSlate Academy training

Usually, our training for head of trade finance takes about 3 hours. However, you may need extra time to gain the necessary automation skills if it’s your first time with our solution. Take things slow and sign up for other airSlate Academy programs, like those dedicated to bots and integrations. Also, remember to practice your newly acquired knowledge right after completing your program to solidify your expertise as a user and start automating recurring financial operations.

In addition to continuous training in accounting and budgeting, it’s necessary for head of trade finance to steadily improve their technical skills in dealing with CRM/ERP and other professional software programs. Document workflow automation is also an essential skill to keep sharp. airSlate Academy provides this training in Document workflow for head of trade finance specifically created to teach you how to automate financial document workflows, thereby increasing efficiency, reducing errors, and liberating time for more strategic tasks.

This training goes through the ins and outs of document workflow automation and provides practical insights on how to put it into action in financial operations. You learn to generate forms, auto-populate them with CRM record information, build automated invoicing workflows, and more. Additionally, you will discover ways to set up bots for smooth and precise data transitions across different documents and systems with minimal effort from your side.

Workflow automation can drastically benefit head of trade finance and other industry experts by automating routine and recurring tasks including invoice processing, expense approvals, and financial reporting. This not only reclaims working hours but also reduces the risk of human error, resulting in more precise and reliable financial information. Moreover, automation enables finance specialists to focus on higher-level tasks like financial analysis and strategic planning.

The role of head of trade finance is to manage cash flow situations and tasks associated with the financial health of an organization. They manage financial transactions, create budgets, evaluate records, and prepare reports. Their work is important to helping organizations comprehend their economic situation so they can make informed and impactful decisions.

In line with airSlate’s commitment to accessible learning, all our courses, including those for head of trade finance, are available free of charge. We aim to equip professionals with the expertise and skills in document workflow automation they need to excel in their careers without charging them. While taking the training, start a free trial with the airSlate Workflow platform and practice your new skills to consolidate your knowledge in the shortest time.