8 new free online courses from airSlate Academy (2023)

It's never too late to study, especially when it comes to digitization. Each quarter theAkademie AirSlatepresents its latest free online courses on how to automate code-free document workflows to make your daily document routine easier.

This time, airSlate Academy has prepared eight free online courses for you to get familiar with:

• Planned workflows
• Dynamic shapes and their types
• Stream version control
• airSlate Bots: The Ultimate Guide, which includes separate courses for each of the bot categories:

  – Automation robot
  – Data movement robot
  – Integration robot
  – Authorization robot

This quarter we will be offering a course dedicated to using airSlate to create simple and complex formulas in the most common document types.

Let's begin!

1.Planned workflows

There are cases where you don't need to set the document workflow to run immediately. Instead, you want it to trigger based on a specific date, data changes in your CRM system, etc. That's where theworkflow planningcomes to the rescue, of course.

With the new AirSlate Academy course, you'll learn how to set up an automated workflow to get started:

• A specific calendar date
• Data from another workflow template
• Google Sheets Data, Excel files or a CRM/ERP system

Take notes:
Be fully equipped with the essential skills forPlanned workflowsOf course you take themairSlate Fundamentals-Programm. In less than an hour, the program will teach you how to:

• Configure and customize your workspace to improve collaboration with your teammates
• Create a fully automated document workflow (flow) from scratch.
• Convert the configured flow into a reusable template.

2.airSlate dynamic shapes and their types

Registration forms, surveys, feedback forms – everyone uses online forms from time to time. AsairSlate dynamic shapes and their typesOf course, in just a few minutes you'll learn how to create a web form and adapt it to your needs.

The course teaches you:

• Create online forms with conditional logic
• Route data from a web form to the external systems of your choice
• Accept payments with online forms

3.Stream version control

Creating a new document workflow takes time, even with the help of workflow automation tools. However, almost no workflow is completely unique. In most cases, only minor changes are needed, such as:

• Add or replace documents
• Add or Remove Workflow Participants
• Change the type of task that needs to be automated.

Academia AirSlateStream version controlThe course explains how to create multiple versions of the same document workflow. You will receive complete instructions on how to make changes to theFlowYou've already set up the run without breaking your initial setup.

4.AirSlate Bots: The Definitive Guide

We've all heard of bots and usually associate them with predefined auto-responders in chats, phone calls, etc. However,Air Slate-Botsit can perform a much wider range of tasks.

AirSlate Bots: The Definitive Guideis a comprehensive course covering all major aspects, features and types of airSlate codeless bots for automating document workflows.

After completing the course:

• Learn about the types of tasks airSlate bots automate
• Being able to select the required bot and add it to the document workflow
• Understand basic settings for bot configuration

5.automation robot

You can easily automate all the necessary steps in a document workflow without programming. The Automation Bots course explains how to configure bots to automate the following steps:

• document naming
• Sending notifications by email
• appointment reminders etc.

These tasks may seem very simple, but think about how many of them you complete during a working day, week or month.

The course provides an overview of the automation bot category and detailed guidelines for configuring a bot to ensure it works exactly as you expect.

Take notes:To get the basic knowledge of the airSlate bots needed to start this course, enroll in theAirSlate Bots: The Definitive Guidefirst course.

6.data movement robot

This course covers a different category of airSlate bot: data movement. You're unlikely to find a document workflow that doesn't involve transferring data in two ways:

• From one document to another
• From a document to a spreadsheet or vice versa

When doing it manually, the most common problems are typos, missing information and data errors, to name a few.

The Data Movement Bots course shows you how to solve these problems by setting up a bot without proper code. You'll also learn how to transfer data using a webhook.
The course provides an overview of the Data Movement Bots category and detailed guidelines for configuring a bot to import and/orexport dataexactly as you expect.

7.Integrationsroboter

How many software tools do you use at work? There's probably more than one: messengers, document editors, email services, online spreadsheets, customer relationship management platforms, cloud storage services, etc.

AsIntegrationsroboterOf course you will learn how to connect your document workflow to the 3rd party system you are using and automatically:

• Export or preload data between the two systems
• Update records in your CRM
• Archive entire documents without any programming knowledge in the cloud, etc.

The course provides an overview of the integration bots category and detailed guidance on how to configure a bot to ensure it works exactly as expected.

8.permission bots

Imagine a situation where your document needs to be filled out by multiple recipients. Each recipient must fill in certain fields. Detailed explanations in the field name lines seem strange, but even so, recipients might accidentally skip over a field or confuse your field with someone else's.

ANDpermission botsThe course teaches you how to eliminate these issues by automatically configuring a bot to:

• Revoke access or set an expiration date for a specific recipient
• Reassign access permissions from one recipient to another
• Give a recipient access to hidden documents, etc.

The course provides an overview of the Permission Bots category and detailed guidelines for configuring a bot to ensure it behaves exactly as expected.

the end result

ANDAkademie AirSlateThe courses have already improved thousands of professional lives. If you're still hesitant to apply, check out what AirSlate Academy students are sharing about their workflow automation experiences:

"We were able to configure the airSlate to suit our process rather than adapting our process to a certain workflow."

– Eric Duncan, Distribuidor da Carolina Office Systems

“The contract negotiation course was particularly important to me. I have an alternative perspective on how to solve the problem at hand. airSlate just gives you a different perspective on how to do business.”

– Sonia Sidhu, Privatberaterin

Get inspired by moreAirSlate Academy Student Success Stories.