Optimize Your Sales Automation Process Flow in Loan Agreements

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what's up everybody you're watching another air slave video guide with the next tip on how no code automation can make your day-to-day document workflows paperless and stress-free are your Eternal teams butting heads when handling contracts within Salesforce does this affect your customer experience Envision a fast and neat contract management process to keep all the data you need at hand without leaving Salesforce or any other application that you already work with integrate air Slate Plus Salesforce in your daily tasks boost your team performance enhance your data security and legal compliance all without switching accounts with air slate no code automation you can eliminate the manual routines in Salesforce and automate your contract workflows from end to end here are a few insights on using air slate to optimize your processes so you can focus on strategic initiatives not manual tasks deliver maximum value to your Salesforce organization by using the custom button functionality automatically generate contracts reports sales orders or invoices with data taken from Salesforce records custom button is a built-in Salesforce functionality that allows users to integrate Salesforce data with external URLs applications and other systems they use in a single click to create a custom button follow the steps below log into your Salesforce organization and find your way to the app launcher then proceed to the airslate admin tools select the custom buttons tab on the left and click create button name your button and click next to action settings in the action settings tab select the action you need then select the custom button mode and click next to layouts and lists or switch to the layouts in list tab use the quick find to search for layouts in list select whether to view the list the layouts or both in the show layouts and list drop down once done click finish that's it this button will automatically be created and added to your Salesforce object or List views proceed to the Salesforce records to start using it with your air slave flow let's see what else you can do with air slate first of all there are two ways of automating your document workflows you can either build your flow from scratch by clicking the create new flow button or choose one of the pre-built flow templates browse the flow template collection from your dashboard and pick the one that meets your needs [Music] then set up your specific documents workflows and Bots you start by adding or creating documents and web forms in your workflow you can create them from scratch or upload documents from your computer or cloud storage customize the docs any way you want at fillable or signature Fields assign recipients to them and make Fields mandatory or optional and more next visualize your workflow drag and drop steps and name each one based on the role or responsibilities of those who complete it manage document recipients assign Fields or entire documents to them and add conditions for the step execution if necessary add branches if you need to send documents simultaneously to sebel recipients finally automate your workflow by adding no code Bots use the Bots to send reminders and notifications pre-filled documents transfer data upload records to your CRM and much more if you want to use the flow more than once you can make it a template just choose the save as template option when configuring your workflow once you've set up your workflow click Send so that the documents are completed by the right people you could also send the documents via SMS email or create a shareable link to add them to your website after your documents have been sent use the air slate dashboard to track their completion and all of the changes in your workflow for example you can see the status of your Flow by opening the all flows tab depending upon your role in the workspace and flow access permissions you may have different options available for example you can download send and remove a specific document view the Bots log to check if the Bots added to the workflow ran successfully and if not check the reason for failure if you have any trouble using air slate go to the support portal or get help from our support team want to develop new skills and gain recognition click the link in the top right corner to take one of our free courses ready to save time and money then you need to click the link in the description and start your free 30-day trial of air slate [Music] thank you foreign [Music]