Key Features and Functions of airSlate Workflow include:

Document Generation & Form Creation
Users can upload DOCX or PDF templates or build web forms, apply fillable fields and conditional logic, and pre-populate content from external data sources. The platform supports bundles of documents assembled into “packages” for situations such as contracts or regulatory submissions. 

No-Code Workflow Builder
A drag-and-drop visual editor allows process design including branching logic, conditional steps and role-based routing.
Workflows may be triggered by events such as CRM record creation, scheduled tasks or links sent to users. 

Integration & Automation Bots
The platform provides “Bots” (pre-built automation modules) for tasks like data extraction, notifications, document routing and system updates. It supports integrations with major systems such as CRMs, ERPs, cloud storage and via an API for custom integration.

Electronic Signature & Compliance
Built-in e-signatures are supported and workflows can handle multi-party signing, role-based signature steps and audit trails. Security and compliance features include encryption in transit, multi-factor authentication, role-based access, and certifications including SOC 2 Type II, HIPAA, GDPR, PCI-DSS and others. 

Analytics and Monitoring
Users can track workflow progress, monitor bottlenecks, pull documents and data into dashboards for reporting and audit purposes.  The platform supports audit trails and versioning of documents and forms for governance requirements.

Mobile-Friendly & Web Forms
Web forms and document signing are optimized for mobile devices; sharing via QR codes or links is supported for external users. Users can embed forms or workflows in portals or websites, enabling external user initiation without switching systems.