altaFlow

Automatically attach completed documents to HubSpot records after recipients sign.

Create SharePoint list records

Export completed document field values to an Excel spreadsheet stored on SharePoint.

Export to SharePoint Excel file bot

Export and attach completed documents to SharePoint list records automatically.

Export to SharePoint list record bot

Automatically import SharePoint list data into altaFlow documents. Learn to configure the Pre-fill bot, map fields, and set up record lookups to save time.

Pre-fill from SharePoint list records

Automate document imports with the Pre-fill SharePoint files bot. Learn to configure placeholders, set up custom buttons, and attach records effortlessly.

Pre-fill SharePoint files bot

Automatically save completed documents to a SharePoint folder.

Save to SharePoint folder bot

Update SharePoint list records with the altaFlow Update SharePoint list records bot. Map document fields to records and auto-update on completion.

Update SharePoint list records bot

Automate document pre-filling and sending from cloud list data.

Use case: Pre-fill from SharePoint list records bot +Power Automate connector

Check the list of available airSlate bots for SharePoint.

SharePoint bots

Create a custom design with text, images, and links

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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