Extract About You

Focus on customer service brilliance with easy-to-configure no-code workflow automation. Extract About You and gather relevant details, eSignatures, and arrange your forms in one place.

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Extract About You to continually keep your customer records updated

Customer care workflows involve dozens of procedures that intend to improve your customer’s experience. Having all your data prepared and monitored is also essential to identify key aspects of your business. With airSlate, you can accelerate communication, improve service quality, and address your business’s challenges.

Easily create, edit, and gather information from your existing and potential clients. Extract About You to manage and analyze the responses relevant to your department. Be at the helm of your daily routine with simple but effective tools provided by airSlate.

How to improve your customer service experience:

  • Extract or transfer your data from popular databases, CRM, or Spreadsheet platforms in a way that’s safe from information loss.
  • Edit your documents just the way you want: work with easy-to-use tools and features.
  • Securely save your forms in your airSlate account or integrated cloud storage services.
  • Assign required fields to simplify document completion for those you collaborate with.
  • Deliver your documents in convenient ways for your customers.

Forget about delays in your workflows. Create an intuitive and user-friendly experience for all your customers: Extract About You and allow your team to complete documents on any convenient platform.

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Save an average of 8 hours per week with an automated Extract About You workflow

Spend an average of 10 minutes to complete a Extract About You document

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No-code automation, integrations, configuration and distribution of Extract About You

  • Add additional fillable fields to Extract About You

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  • Embed fillable Extract About You in your website or distribute it via a public link

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  • Collect payments for Extract About You

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  • Authenticate recipients for Extract About You

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  • Request attachments for Extract About You from recipients

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  • Integrate Extract About You with dynamic web-forms

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  • Auto-generate documents from data in Extract About You

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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.
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.

Top-notch security and compliance

Stay up to date with industry-leading security standards to protect your sensitive information
Learn more about security
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PCI DSS certification
Payment Card Industry Data Security Standard
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SOC 2 Type II Certified
System and Organization Controls (Type â…¡)
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GDPR compliance
General Data Protection Regulation
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HIPAA compliance
Health Insurance Portability and Accountability Act

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A step-by-step guide on how to Incorporate Extract About You in Microsoft Dynamics

When your team is constantly executing numerous tasks in different applications, it gets tough to Incorporate Extract About You in Microsoft Dynamics without the right instruments. You can improve that with airSlate. Our drag and drop form designer allows you to build and modify professional-looking documents. Additionally, you may integrate with numerous systems of record to help teams collect and distribute data more productively.

Follow the instructions below to Incorporate Extract About You in Microsoft Dynamics:

  1. Log in to your airSlate account (use your Google/Facebook/Apple credentials if necessary).
  2. Access a Workspace from the list or create a new one.
  3. Go to the Template Library from the Dashboard widgets.
  4. Find and add a ready-made template to your Template.
  5. Customize your document with fillable areas, make them conditional, visible, hidden, etc.
  6. Designate fields to the specific roles and recipients.
  7. Integrate with one or numerous databases and systems configuring Integration Bots.
  8. Trigger Automation Bots to set up notification messages, reminders, and document routing.
  9. Save settings and proceed to publish your document.
After that, send the form to recipient emails, share it via a public link or QR code, or embed it in your app or on your website. Start using dynamic online forms to gather data faster and update CRM records automatically. Improve routine tasks with airSlate.