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Automate digital document delivery via link after creation

What does this automation do?

This automation automatically generates a digital document from newly created records. A download link is then delivered to the intended recipient, providing easy and immediate access to the document.

Transactional System
Document Generation
Communication Platform

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How does the implementation work?

Here is our 5-step process for turn-key automation:

  1. We assess your needs and verify that the automation does what you expect.
  2. We map out the systems you currently have in place, and identify any additional needs.
  3. We send you a proposal for implementation.
  4. We implement the automation.
  5. We provide documentation and training for the automation.
What processes this automates

Automated digital receipt delivery to customers

Reduce paper waste, provide customers with immediate access to receipts, improve customer experience, and streamline record-keeping.

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Automated digital invoice delivery to clients

Faster invoice delivery, quicker payment cycles, reduced postage costs, and improved cash flow management.

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Automated contract delivery to signatories after signing

Immediate access to signed contracts, improved contract management, and streamlined onboarding processes.

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