You probably have company templates to prepare legal documents, approval of accounts, supplier and customer contracts, and various types of onboarding documents. Still, it takes hours to prepare all required documents manually? This robot does it all automatically.
The problem
“We used to spend over 200 hours a month manually preparing all of our client documents. We had to find a better way to manage this process because it was clearly inefficient and frustrating for our staff.”
The Solution
A robot that prepares all company documents automatically for you and your team … in seconds, not minutes!
How it works? ... in 4 Simple Steps
1. Robot asks you what document you need to prepare
The robot prompts you with a question to select from a dropdown of templates which one you want it to find and use. It uses a preconfigured list of company templates to select the correct template for the type of document with want to create. Your answer here determines the next question.
2. Select who to prepare the document for
To prepare the document with the correct information, the robot then asks you whose information to use to prepare the document: employee name (if an HR doc), client name (if a client-related doc), supplier name, etc.
3. Robot finds the pre-configured database with all required information
To populate the template, the robot navigates to the database where the required information is stored. This could be an internal database, a good old Excel spreadsheet, your CRM, your ERP, your HR system, or in some cases, even a third-party website.
4. Robot prepares the new document & sends it to you. Job done!
Using the information from the relevant database for the selected template, the robot automatically extracts and inserts all data into the correct information holders within the template and completes the document.
Once complete, the robot saves the new draft for your final review.
The robot can also send you the draft directly via email or it can upload it to your CRM, ERP, or HR system. It can even send you a notification to review and approve it. Quite easy & efficient!
Why bother automating your documents generation
Save time
It probably takes you 20-30 min to prepare a single document (with all reviews). A robot is able to perform the same task in just 30 seconds
Engage staff
Focusing on a manual task for hours is tiring and boring so your people will happily cheer if you bring in a robot to take over the tedious process.
Increase efficiency
A robot works without rest which means you can finally supercharge the speed of doing business and even reduce the scope for error.
Ready to start generating your docs automatically?
Let's talk about your doc generation process and see how we can automate it best 🙂
