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Document Workflow Automation is the Future—Here’s How Inforge & airSlate are Leading the Charge


Key Takeaways from Our Exclusive Lunch & Learn



In today’s fast-paced business environment, the need for digital transformation is more critical than ever. Inforge, a leading provider of Salesforce implementation services, is committed to helping businesses streamline their operations and unlock the full potential of automation. That’s why we recently partnered and hosted an exclusive Lunch & Learn featuring airSlate, an innovative solution that is revolutionizing document workflow automation.

In this blog post, we’ll explore how airSlate is simplifying Salesforce workflows and how businesses can leverage this technology to save time, reduce costs, and improve operational efficiency.


Why Businesses Struggle Without Document Workflow Automation


Manual processes have long been the backbone of many business operations, but they come with a host of inefficiencies. Companies often face issues like:


  • Human errors from manual data entry 

  • Slow approval processes that delay decision-making

  • Integration gaps between systems, leading to disconnected workflows 📈 Lack of scalability when processes aren’t automated


Without document workflow automation, businesses spend valuable time on repetitive tasks that could be streamlined.


airSlate solves many of these pain points by offering end-to-end automation solutions that simplify processes like contract automation, approval workflows, and document generation—all within Salesforce.



Document workflow automation explained
Document Workflow Automation explained by Jared Weiner from airSlate.


Insights from our Lunch & Learn


At our recent Lunch & Learn with airSlate, we discussed how businesses are using automation to transform their operations. Here are the top insights from the event:


Document Workflow Automation Reduces Workload & Accelerates Processes


airSlate empowers businesses by cutting hours of manual work. Document workflow automation accelerates routine processes, freeing up time for employees to focus on more value-driven tasks. Whether it’s generating documents or automating approvals, businesses can handle more tasks in less time, increasing overall efficiency.


Integration with Salesforce


airSlate integrates effortlessly with Salesforce, making it easier than ever to automate workflows directly within the CRM. This integration enables businesses to automate everything from sales pipelines to client onboarding, ensuring a smoother and more efficient process without leaving the Salesforce ecosystem.


Scalability & Compliance

As businesses grow, manual processes become harder to scale. airSlate helps businesses scale without the burden of managing countless manual tasks. Moreover, its automation features ensure compliance by providing transparent, auditable workflows that meet industry standards.



Integration with Salesforce
Integration with Salesforce

Use Cases of airSlate


During our Lunch & Learn, we explored practical examples of how airSlate is transforming industries. Here are a few use cases:


Sales & Operations


  • airSlate automates contract approvals and document generation, allowing sales teams to move deals forward faster. ✔️ This automation ensures contracts are generated, approved, and signed without the usual bottlenecks.


HR & Onboarding:


  • airSlate streamlines employee documentation and onboarding workflows, reducing the time spent manually managing forms and approvals. ✔️ HR teams can automate everything from employee contracts to compliance checks, creating a smoother experience for new hires.


Finance & Compliance:


airSlate simplifies invoice generation and approval workflows in finance departments. 


The automation of these tasks helps businesses keep financial processes running smoothly while ensuring compliance with internal policies and external regulations.



airSlate products for document workflow automation
2 great products from airSlate.


What’s Next? How to Get Started with airSlate & Inforge


At Inforge, we specialize in Salesforce implementation, helping businesses integrate airSlate to unlock the power of automation and streamline workflows. If you’re ready to take your business to the next level with airSlate, here’s how you can get started:


📹 Watch the full recording of our Lunch & Learn to dive deeper into the potential of document workflow automation. 


📞 Book a free workflow consultation with Inforge to assess how airSlate can transform your business operations. 


📩 Join our newsletter to stay ahead of the game and learn constantly about automation trends.


Join the Conversation & Stay Ahead


At Inforge, we are passionate about helping businesses unlock the power of automation. Join us on LinkedIn to stay up-to-date with the latest industry insights, Salesforce tips, and automation trends.


We want to hear from you! Share your biggest automation challenges with us in the comments, and let’s start a conversation on how we can help you overcome them with the power of Salesforce and airSlate.

 
 
 

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