Getting professionals’ feet wet in no-code technology

Getting professionals’ feet wet in no-code technology

No-code technology is the building of applications and software functionalities without writing a single line of code. No-code platforms usually support development using a graphical interface or through settings. These platforms have become far more comprehensive in recent years and can be powerful.

Many office workflows can now be quickly automated using no-code. So, small and medium-sized organizations can streamline these workflows even without a dedicated software developer. The automation can be done quickly and bug-free. A number of organizations would benefit from learning how no-code can be implemented.

airSlate, a leading office workflow automation company, offers an extensive no-code toolkit, which can be pictured as a set of assemblable parts. Workflows supported by airSlate might include sending forms, sending emails, sharing contracts complete with legally binding eSignatures, populating documents and spreadsheets with data, and more.

This image shows airSlate workspace and illustrating some types of workflows it supports.

An airSlate workspace, illustrating some types of workflows it supports. Screenshot mine.

airSlate found that many departments might use its services and that even established customers might not be fully aware of its platform’s power. Fresno Pacific University, a Christian university in California, used airSlate’s integration with Salesforce to automate the management of adjunct professor contracts. From this experience, it realized airSlate’s services could improve other workflows.

Online courses for 20+ different job roles

Information about new and promising technologies turns heads. airSlate is in the fortunate position of being able to provide this information. It offers an extensive, free, online airSlate Academy with instructions, tutorials, and examples of how to use its technologies.

airSlate Academy presents its courses in a variety of formats. Some are billed as introductory courses to its basic technologies. Others focus on more specific features such as building web forms, scheduling workflows, integrating with NetSuite, and automating contract negotiation.

airSlate Academy also offers a “Professional Development” track with 3-hour or 3 1/2-hour courses designed to be taken as standalone and tailored to more than 20 job roles. The courses describe how the products can be used in various departments. They are as follows, with more being added:

  1. Document Workflow Automation for Business Analysts
  2. Document Workflow Automation for Chief Digital Officers
  3. Document Workflow Automation for Chief Information Officers
  4. Document Workflow Automation for Chief Operating Officers
  5. Document Workflow Automation for Chief Revenue Officers
  6. Document Workflow Automation for Chief Technology Officers
  7. Document Workflow Automation for CRM Admins
  8. Document Workflow Automation for Finance Specialists
  9. Document Workflow Automation for Head of Infrastructure
  10. Document Workflow Automation for HR Professionals
  11. Document Workflow Automation for IT Directors
  12. Document Workflow Automation for IT Professionals
  13. Document Workflow Automation for Legal Professionals
  14. Document Workflow Automation for MS Dynamics 365 Admins
  15. Document Workflow Automation for NetSuite Admins
  16. Document Workflow Automation for Operations Directors
  17. Document Workflow Automation for Operations Managers
  18. Document Workflow Automation for Salesforce Admins
  19. Document Workflow Automation for Sales Professionals
  20. Document Workflow Automation for System Admins
  21. Document Workflow Automation for VPs of Operations
This picture shows some of the courses in airSlate Academy’s professional development track.

Some of the courses in airSlate Academy’s professional development track. Screenshot mine.

Each course begins with a general overview of document workflow automation and its usefulness in various industries. From there, the courses describe the challenges the professionals face in their job roles, the value of workflow automation, and several specific workflows that can be automated to help address these challenges.

They then provide instructions for participants to go hands-on and implement one workflow for a common task for their type of job. The courses end with a quiz, a certificate for those who pass, and an assignment that would involve exploring the platform.

An example: Document Workflow Automation for Chief Revenue Officers

Chief revenue officers oversee sales-related and other client-related paperwork, which can be extensive and very repetitive. They also analyze the data related to revenue generation. Budget approval, sales quotation, and contract management are common workflows and are illustrated in the course.

The course also contains detailed instructions for building an automated account summary report workflow, as well as the business case for automation and several case studies. After passing the final quiz and receiving a certificate, there is another assignment to pre-fill a document template with records from Salesforce using a bot.

Another example: Document Workflow Automation for IT Professionals

IT professionals are generally technical. No-code expertise is part of gaining the highest level of technical knowledge. Part of the role of technology is to implement processes in the most maintainable, efficient ways. Even for the most skilled programmers, building workflows with no-code is likely to be faster and easier for others to maintain.

This picture shows workflow automation in the Document Automation for IT Professionals course.

Automating a workflow in the Document Automation for IT Professionals course. Screenshot mine.

The structure of the course for IT professionals is fairly similar to the structure of the course for chief revenue officers, but with different examples of how to use airSlate. The course describes making IT equipment requests, incident reports, and employee account creation and illustrates how to automate an IT requests and approvals workflow.

Transforming into a no-code technologist

airSlate’s courses are credentials for specialized roles such as system admins, as well as high-level roles such as C-level executives and VPs of operations. It has a point — keeping an organization competitive means staying abreast of the technologies required to make it more efficient.

The descriptions and illustrations of the application and the hands-on exercises are key for encouraging this understanding. From knowing little or nothing about no-code, a Professional Development track course can make a professional into a no-code developer aware of the applications of no-code to their department and role.

Explore the courses in this track here.

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