Automation · Documents
Document and business paperwork automation.
Quotes, contracts, reports and forms are assembled from system data, in your format and by your rules.
When clients usually bring us in
- the same step repeats every day
- data is retyped between systems
- approvals get lost in email
- reports are assembled manually
- nobody can see where the process stalled
Not every step is worth automating
If a step runs a few times a year, automation won't pay for itself. So we measure how often the process actually runs before building anything.
What this means for you
- less retyping between systems
- every step has a timestamp, an owner and a status
- exceptions are visible, not hidden
- the process runs even when someone is away
What we cover
- generation from templates (DOCX, PDF)
- data from CRM or ERP
- versions and history
- electronic approval
- storage and naming
- sending and tracking
Where time goes with documents
Assembling a document by hand from data that already exists in a system is not only slow - it is the most common source of errors in an amount, a name or a date that nobody notices until the client does.
- quotes assembled from the previous quote
- contracts still carrying another client's details
- reports produced by retyping
- documents saved under names only the author understands
- approvals running over email
A template is a business rule, not a layout
Once documents come from templates, the rules are written once: when a clause is added, what discount is allowed, when an extra signature is needed. From then on they are the same for everyone, not dependent on who prepared the document.
How we automate
Trigger
What starts the process: an incoming email, a new record, a date, a submitted form or an event in another system.
Process and rules
Steps, conditions and responsibilities are captured as the process actually runs, not as the manual describes it.
Integrations
Data moves between systems once and in the right shape, with no retyping.
Exceptions
Anything that doesn't fit the rules goes to a queue with an explanation, not into a silent failure.
Control and traceability
Approvals
Where a human decision is needed, the system waits and records who approved it.
Logging
Every step has a timestamp, input, output and status. A failure can be replayed and fixed.
Reporting
How many cases ran automatically, how many waited and where the bottleneck is.
Related work
FAQ
How long does it take to set up?
It depends on the number of steps and systems. The first working part usually runs within a few weeks.
What happens with exceptions?
They go to a queue with an explanation and a person handles them. Nothing disappears silently.
Is every process worth automating?
No. If it runs a few times a year it won't pay for itself - we measure that before building.
Related solutions
Sounds like your project?
Send us the project description, your existing system, the tender documents or the event date.