Document Workflow Automation for High-Volume Processing
Effortlessly streamline document workflow automation with ThinkAutomation.
What Is Document Workflow Automation?
Document workflow automation transforms how businesses handle their information. From inbound documents to outbound communications, it streamlines workflows, reduces errors, and frees up your team for more strategic tasks.
Document Workflow Automation: How It Works
Ingestion
Automate document generation with incoming documents and attachments, including PDFs, Word, Excel files, scanned images, and emails.
Parsing
Extract key information and classify content from various formats.
Validation
Verify data accuracy and ensure compliance with predefined rules.
Integration
Seamlessly feed extracted data into your business systems, databases, or cloud storage.
Triggering
Quickly triggering approval requests.
Generation
Instantly generate automatic responses through document automation.
Workflow Automation software automatically completes repetitive tasks without requiring manual work.
Document Process Automation for Business Efficiency
Streamline processing of local files, cloud documents and email attachments with automation. ThinkAutomation converts various file types to plain text for easy data extraction and applies OCR to images.
For example, a web form submission can trigger a document automation to retrieve product pricing, generate a formatted quotation in Excel, convert it to PDF, email it to the customer, and upload it to cloud storage.
AI Document Automation & Intelligent Workflows
AI document workflow automation enhances every step. It powers intelligent document processing by extracting, classifying, and processing data from unstructured text and scanned files. With intelligent workflows, businesses can reduce manual tasks, improve accuracy, and streamline document handling.
Identify
key details and automate decisions.
Summarise
content and translate text.
Redact
sensitive information to ensure compliance.
Document Automation Solutions - PDFs, Word, Excel and More
Receive comprehensive capabilities for automated document generation and processing across various document formats. Key document workflow actions include:
Create and update
Generate formatted documents (PDF, Word, etc.) and spreadsheets (Excel, CSV, etc.). Attach documents to outgoing emails.
Convert formats
Document conversion that converts PDF, Word, Excel, Rich Text, HTML, and images to text, PDF, Word, images, and HTML.
Automate printing of documents and attachments.
Extract
Automate text extraction from documents and attachments.
Save and store
Securely save documents and attachments to local storage, FTP, or cloud platforms.
AI-powered actions
Use AI to extract data from unstructured text, classify, summarise, anonymise, or translate document content.
Document Automation Workflow Possibilities
ThinkAutomation adapts to your needs, whether you’re automating a few core document processes or integrating it into a larger workflow. Our flexible, rule-based system lets you define conditions, for example:
| If | And | Then |
|---|---|---|
| If the inbound email contains an attachment. | If the sender email matches a customer CRM record. | Upload the attachment to the customer's folder on OneDrive. |
| If the attachment contains the word 'CV' or 'Resume'. | The attachment is a PDF document. | Extract the candidate text data, parse it, save to a database and send a confirmation email. |
| If a new quote PDF document is found on a folder on your system. | The extracted email address is not blank. | Send an email to the customer with the quote attached and schedule an automated follow-up email in 7 days time. |
Why ThinkAutomation Is The Best Document Processing Automation Solution
ThinkAutomation stands out as the best document automation software due to its easy drag and drop interface, intelligent data extraction capabilities, seamless integration with third-party software’s and robust security standards.
Legal Document Automation Software for Public Sector and Professional Services
Legal operations
legal document automation software automatically extract key clauses and data points from incoming contracts, classify contract types, and then store them in a document management system. ThinkAutomation can then trigger alerts for key dates or send contracts for automated digital document signing, streamlining review processes and ensuring compliance.
Human resources
When a new hire completes their online onboarding form, ThinkAutomation can automatically generate an offer letter (from a template). It can then create a new employee record in the HR system, initiate background checks, and send out a welcome pack (as PDFs) via email to the new employee and their manager. More about human resources automation
Finance
Financial document automation Incoming invoices (whether email attachments or scanned documents) are automatically processed. ThinkAutomation extracts details, invoice numbers, line items, and amounts. It then validates the data against purchase orders in your ERP system, automatically routes the invoice for approval if needed, and posts it for payment, reducing manual data entry and speeding up payment cycles.
Healthcare
Upon a patient’s appointment check-in, ThinkAutomation can retrieve their existing patient records, automatically generate pre-filled consent forms for signature, and convert them to a PDF. This can then be securely uploaded to the patient’s electronic health record (EHR). This ensures accurate and compliant record-keeping and enhances patient experience. More about healthcare automation
Frequently Asked Questions
Absolutely, ThinkAutomation runs on-premises, or on a cloud virtual machine under your control. No documents or data are stored or processed externally.
Certainly, ThinkAutomation is designed for seamless integration with a variety of business systems, ensuring smooth data flow and enhanced operational efficiency.
Our Document workflow automation can benefit a wide range of industries, including finance, healthcare, legal and more. Any industry that deals with administrative tasks that have repeatable steps and multiple people involved can leverage the platform for enhanced efficiency.
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