Self-operating routine platform
Build and visualize automation for any workflow, from two-step approvals to complex cross-department business processes. Leverage the flow creator; Self-operating Routine Platform.
Share your documents quickly and securely
Watch API airSlate contract construction and ‘Self-operating Routine Platform’ feature in action
Learn how to design automated document workflows using the drag-and-drop interface.
Powerful workflow builder
Learn why airSlate’s drag-and-drop functionality beats the competition
airSlate
Nintex
KissFlow
K2
Spring CM
Workflow library
Drag & drop interface
Predefined workflows
Configurable custom workflows
Workflow automation
Custom workflow routing
No-code conditional routing
Role-based field access
Role-based document access
Embedded workflows
No-code multi-cloud workflow automation
Visualized comparative analytics
PDF, CSV, XLS data reports
Real-time data updates
No-code analytics
Custom reports
Audit trail
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
No-code integration bots
No-code archive bots
Expiration for process
Redirect to external link
Advanced recipient authentication
Recipient attachments
Accept payments
eSignature
via integration
via integration
via integration
Extra cost
Signing order
Extra cost
Certificate of completion
Extra cost
In person signing
Extra cost
Adding fillable fields to PDF files
Advanced fields
Conditional fields
Formula fields
Actionable fields
In Editor comments
PDF editing
PDF annotations
Web form builder
Reusable templates
Spreadsheet creation
Document generation
Document storage
Redlining documents
Document authoring and collaboration
Contract negotiation
Contract lifecycle management
Custom branding
Security and compliance
HIPAA compliance
File sharing with teammates
No-code reminders and notifications
Choose a better solution
Try airSlate’s all-in-one document workflow automation for free
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 ‘Self-operating Routine Platform’ feature.
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.
Become an expert in automation
Enroll in any of the airSlate Academy's free courses and learn the ins and outs of automating document workflows with airSlate products.
Generate documents for any industry workflow
By connecting and automating entire document workflows, airSlate helps industries and departments do business faster with less risk, lower costs, and better experiences for customers and employees.
Enterprise-class security and compliance
airSlate is committed to protecting your sensitive information by complying with global industry-leading security standards.
SOC 2 Type II certification
Guarantees the secure management of your data & the privacy of your clients.
HIPAA compliance
Protects your patients’ private health information.
GDPR compliance
Regulates the use and holding of personal data belonging to EU residents.
PCI DSS certification
Safeguards credit/debit card data for every monetary transaction a customer makes.
FERPA
Protects the privacy of student records maintained
by an educational institution.
CCPA compliance
Enhances the protection of personal data and privacy belonging to California residents.
Choose a better solution
Try airSlate’s all-in-one document workflow automation for free
airSlate improves self-operating routine platform
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 self-operating routine platform 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 self-operating routine platform:
- Create an account. Go to the airSlate website and complete a simple registration procedure.
- Customize your Workspace. Indicate the name of your company, add its logo, define accessibility for new users.
- Check out the product. Explore helpful tips and tricks to getting started with the solution.
- Start building your first Flow. Select Create New Flow and choose how you’re going to collect information needed for self-operating routine platform or simply upload it to the system.
- 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.
- Set up automation. Add Bots that will integrate your forms with other systems of record or automate the document lifecycle.
- 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
Self-operating Routine Platform – Create, set up, and automate dynamic no-code document workflows.