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Automate Document Generation, Storage, and Distribution

What does this automation do?

This automation streamlines document workflows by automatically handling document generation, secure storage, and efficient distribution. Whenever a document is created by a document generation system, this automation takes over to ensure it is safely backed up in cloud storage and promptly delivered to recipients via email.

Document Generation
Cloud Storage
Email

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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

Invoice Delivery Automation

Streamlines invoice delivery, reduces manual work, ensures timely client receipt, accelerating payment cycles and improving cash flow.

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Automated Report Distribution

Ensures prompt delivery of reports to stakeholders, enhancing information dissemination, facilitating quicker decision-making and improving team alignment.

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Compliance Archiving

Automatically archives generated documents in secure cloud storage, ensuring adherence to data retention policies, simplifying compliance, and providing robust data backup.

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Personalized Customer Communication Delivery

Automates the creation and distribution of personalized documents like welcome kits or offers, enhancing customer engagement, improving customer experience, and fostering stronger customer relationships.

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Legal Document Workflow Automation

Streamlines legal document processing and distribution, ensuring secure storage, timely delivery to relevant parties, accelerating legal workflows, and strengthening compliance.

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