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See Our Product in Action

Curious how our platform fits your unique challenges? Let's explore how altaFlow can automate your exact workflows.

See Your Solution in Action

Curious how our platform fits your unique challenges? Let's explore how altaFlow can automate your exact workflows.

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Customer Story

altaFlow Empowers Rock The Street, Wall Street to Enroll More Students

How a leading financial literacy program uses altaFlow's no-code workflow automation to streamline enrollment and inspire the next generation of female finance leaders.

 

Note: This customer story was originally published when altaFlow was branded as airSlate WorkFlow. The product is the same, with updated branding.

PROJECT
A streamlined, automated enrollment system to manage a high volume of student and volunteer applications.
WHAT WE DID
No-code workflow automation, Salesforce integration, and batch document processing.
CLIENT
Rock The Street, Wall Street
www.rockthestreetwallstreet.com

The Challenge: Scaling a Manual Enrollment Process

Rock The Street, Wall Street is a non-profit dedicated to sparking high school girls' interest in finance. As their programs grew, their manual enrollment process became a significant hurdle. Sending forms individually was time-consuming and inefficient, creating delays for both the internal team and aspiring students. They needed a more intelligent way to manage their document workflows, specifically one that could integrate with Salesforce and handle sending forms in bulk. The team was spending too much time on administrative tasks and not enough on their mission.

The Solution: A Document-First Automation Engine

What if you could orchestrate your entire workflow around the documents that drive your mission? altaFlow delivered a transformative solution by providing a single, no-code platform that thinks in documents.

By integrating altaFlow with their Salesforce instance, Rock The Street, Wall Street was able to:
  • Automate Batch Sending: Send enrollment forms to hundreds of students and volunteers at once, directly from Salesforce.
  • Streamline Document Management: Instantly archive completed forms upon submission, creating a seamless, automated record-keeping system.
  • Eliminate Manual Workflows: Replace the tedious one-to-one sending process with an efficient, automated flow that reclaimed countless hours.
  • Simplify User Experience: Implement intuitive, easy-to-use form templates that improved the experience for both staff and applicants.

The Results: More Efficiency, More Impact

With altaFlow, Rock The Street, Wall Street transformed its operational capacity, allowing the team to focus on expanding its impact rather than managing paperwork. The ability to automate their document-heavy enrollment process delivered immediate and powerful results.

Today, two team members use altaFlow daily to manage the enrollment for approximately 1,200 students and adult volunteers. The platform’s no-code nature and seamless Salesforce integration made adoption feel effortless.

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"Along with making us more efficient and saving us an incredible amount of time, altaFlow was easy to set up, and its templates are already set in a way that is more simple to use.”
Ashley LeftwichPartner Engagement Manager at Rock The Street, Wall Street

Optimize your document workflows

From quick wins on day one to measurable impact in under 90 days. 

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