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Automated file conversion and storage

What does this automation do?

This automation automatically retrieves files based on defined criteria, converts them to a specified format, and saves the converted files to a chosen storage system. This automation streamlines file management processes by ensuring files are in the desired format and stored systematically.

File Storage
File Conversion
Workflow Automation

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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

Archive important documents in PDF format

Preserve document integrity, ensure long-term accessibility, and reduce storage space by converting to PDF, a widely compatible and compressed format.

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Convert marketing materials for different platforms

Adapt marketing assets (e.g., brochures, flyers) for web, print, and mobile by automatically converting them to appropriate formats, ensuring consistent branding and optimal presentation across channels.

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Standardize document formats for compliance

Meet regulatory requirements by automatically converting all business documents to specified formats (e.g., PDF/A for archival), ensuring compliance and simplifying audits.

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Process invoices received in various formats

Streamline invoice processing by automatically converting invoices from different formats (e.g., DOC, JPG) to a standardized format (e.g., PDF) for easier data extraction and integration with accounting systems.

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Optimize large image files for website

Improve website loading speed and user experience by automatically converting and compressing large images to web-optimized formats (e.g., JPEG, WebP), reducing bandwidth usage and storage costs.

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