Plan generation from document storage

Set up efficient document workflows for any business case using an all-in-one, no-code solution. Automate workflows your way; Plan Generation From Document Storage.
Plan Generation From Document Storage Plan Generation From Document Storage Circle illustration Circle illustration
Discover the ‘Plan Generation From Document Storage’ feature and and other tools to automate your document-based processes. Benefit from an entirely new approach to work where you and your team can spend more time on strategic initiatives.
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Avoid combining dozens of tools to complete simple workflows. Set up airSlate Integration and Automation Bots to send notifications and connect your Plan Generation From Document Storage-related workflow with multiple systems of record.
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Set up Bots to automatically fill your documents with specified data, then include a legally-binding eSignature. Plan Generation From Document Storage – Negotiate in real-time and sign contracts faster.
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Automate workflows your way. No coding or APIs.

Set up efficient document workflows for any business case using an all-in-one, no-code solution.
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Watch API airSlate contract construction and ‘Plan Generation From Document Storage’ feature in action

Automate your entire document workflows on one platform.
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Powerful plan generation from document storage

Learn why airSlate plan generation from document storage beat the competition
airSlate
Nintex
KissFlow
K2
Pega Systems
Basic workflows
Advanced workflows
Custom workflow routing
No-code conditional routing
Versioning
Assign recipient roles to fields in web forms, PDFs and contracts
Assign recipient roles to forms, contracts and documents
Workflow library
Embedded workflows
Unlimited workflows
no info
No-code multi-cloud workflow automation
Pre-fill workflows with data from Salesforce, GSuite, Office 365 via no-code integrations
Extract data from workflows to CRM, GSuite, Office365 via no-code integrations
Robotic process automation
No-code automation bots
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No-code integration bots
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No-code archive bots
Task assignment
File sharing with teammates
Bulk workflow initiation
No-code reminders and notifications
Expiration for process
Redirect to external link
Advanced recipient authentication
Recipient attachments
Accept payments
eSignature
via integration
via integration
via integration
via Docusign
Signing order
via Docusign
Certificate of completion
via Docusign
In person signing
via Docusign
Adding fillable fields to PDF files
Advanced fields in web form builder and PDF editor
Conditional fields in web form builder and PDF editor
Formula fields in web form builder and PDF editor
Actionable fields
In Editor comments
PDF editing
PDF annotations
Redlining documents
Web form builder
Drag & drop interface
Custom applications in Salesforce, NetSuite, Dynamics, Office 365
Document generation
Spreadsheet creation
Document storage
Reusable templates
Contract negotiation
Contract lifecycle management
Document authoring and collaboration
Custom branding
SSO
User management
Organization administration
Audit trail
Multiple workspaces
Security and compliance
HIPAA compliance
No-code analytics
Custom reports
Mobile application
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Automate business interactions with airSlate products

Deploy any business process with an all-in-one no-code automation platform.

No-code Bot automation for any workflow

Automate multi-step workflows with ready-to-use Bots, from document routing and notifications to generating documents pre-filled with CRM data and using the ‘Plan Generation From Document Storage’ feature.
Automation bots
Automate every step of your workflow: reminders and notifications, document population with data from other documents, assigning permissions, archiving and more.
Integration bots
Go beyond airSlate and make the CRMs and services that you already use a part of your automated workflows. Expand automation to third-party services without the need to code or pay for API integration.

Use pre-built document generation templates

Browse a library of hundreds of ready-to-use templates. Customize them, connect them to multiple data sources, and start running your automated workflows.

Enterprise-class security and compliance

airSlate is committed to protecting your sensitive information by complying with global industry-leading security standards.
soc-2
SOC 2 Type II certification
Guarantees the secure management of your data & the privacy of your clients.
hipaa
HIPAA compliance
Protects your patients’ private health information.
gdpr
GDPR compliance
Regulates the use and holding of personal data belonging to EU residents.
pci
PCI DSS certification
Safeguards credit/debit card data for every monetary transaction a customer makes.
ferpa
FERPA
Protects the privacy of student records maintained by an educational institution.
ccpa
CCPA compliance
Enhances the protection of personal data and privacy belonging to California residents.
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Try airSlate’s all-in-one document workflow automation for free

airSlate improves plan generation from document storage

airSlate raises your efficiency to a new level. A combination of robust tools for document generation, building web forms, creating legally-binding esignatures, and using software robots has a huge impact on your and your employees’ daily operations. You don't have to spend hours on plan generation from document storage anymore. All you need is a vision of your perfect workflow, and our professional solution will help you turn it into a reality.
How to enhance plan generation from document storage:
  1. Create an account. Go to the airSlate website and complete a simple registration procedure.
  2. Customize your Workspace. Indicate the name of your company, add its logo, define accessibility for new users.
  3. Check out the product. Explore helpful tips and tricks to getting started with the solution.
  4. Start building your first Flow. Select Create New Flow and choose how you’re going to collect information needed for plan generation from document storage or simply upload it to the system.
  5. Assign Roles. Click the appropriate button at the top of the screen and indicate people that must have access to the Flow and their permissions and responsibilities.
  6. Set up automation. Add Bots that will integrate your forms with other systems of record or automate the document lifecycle.
  7. Test everything out. Share the workflow with colleagues and watch your work get simpler.
If something goes wrong or you run into difficulties with automating work processes, consider enrolling in the airSlate Academy courses. They’ll help you learn more about business process automation and available tools. They’ll even provide you with real-life use cases that will help you get ideas for your own business.

Digitize your processes with airSlate

Plan Generation From Document Storage – Create, set up, and automate dynamic no-code document workflows.

Questions & answers

Here is a list of the most common customer questions. If you can t find an answer to your question, please don't hesitate to each out to us.
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We’ve got the answers to your questions

How does automation help in a plan generation from document storage?

Automation significantly improves plan generation from document storage by streamlining how you process and retrieve information. With effective tools, such as the airSlate document automation platform, you can easily organize, access, and convert stored documents into actionable plans. This process reduces manual errors, saves time, and enhances collaboration among your team. By implementing automation, you can focus more on strategy and decision-making, rather than getting lost in administrative tasks.

What is the best solution to automate a plan generation from document storage?

To automate plan generation from document storage, you can utilize airSlate's document automation platform. This solution streamlines the entire process by extracting relevant data from your documents and creating dynamic plans based on that information. By integrating your existing systems with airSlate, you gain efficiency, reduce errors, and save time. Embracing this technology allows your organization to focus on strategic goals while documents and workflows manage themselves seamlessly.

How can you automate a plan generation from document storage with airSlate?

To automate plan generation from your document storage using airSlate, start by integrating your existing documents into the platform. You can create workflows that automatically pull key information from these documents, generating plans that align with your organizational goals. Next, set up triggers to initiate the process whenever new documents are added or existing ones are updated. With airSlate, you streamline your operations, boost efficiency, and ensure that your team has the most accurate and timely plans at their fingertips.

What are the pros of an automated plan generation from document storage?

Automated plan generation from document storage offers several clear advantages. First, it saves your team time by quickly compiling essential information into manageable plans, enabling faster decision-making. Next, it reduces the risk of errors, as automation creates consistency in your documents. Lastly, using a platform like airSlate enhances collaboration, allowing your team to seamlessly share and modify plans, which ultimately boosts productivity and effectiveness in your organization.