Document generation is a task that can be time-consuming and repetitive. It's no wonder
workflow automation has become so popular in recent years! With
workflow automation,
document generation becomes fast and easy. In this blog post, we will discuss how
workflow automation works to make
document generation easier for you.
What is Document Generation?
Document generation is the process of generating
documents such as agreements, contracts, reports, and more. The
document design itself may be a pre-built template that can contain some predetermined text or it might start with blank pages to which you add your own content. Either way, document
workflow automation saves time by automating this routine task for you so that all you have to do is fill out a form, and the
document will automatically be generated and sent for
electronic signature.
Types of documents that can be auto-generated with workflow automation
- Legal Documents (Contracts, Agreements, Leases, Certified Letters)
- Business Documents (Reports, Memos)
- Forms
- Applications
Workflow Automation Basics
A workflow can contain any number of tasks including emailing an attached contract from your workflow
software directly to one or more recipients without ever having to leave Outlook or Word.
You'll also find that
workflow automation uses conditional logic and is often triggered by events as well. When a workflow is set to run after
document automation, for example, the workflow will be activated at the time of that task's completion with any input fields automatically pre-populated with relevant content.
How Can Workflow Automation Help My Business?
Enterprise workflow automation is easy to set up once you have the appropriate
software in place that supports it. For instance, if business
processes create the need to generate an agreement and send it to a
customer,
document workflow automation can save you time and decrease human errors by automatically routing the
document through approval channels. It could also be used in reverse to automate contract-related tasks such as sending out notices when deadlines are approaching or reminders for upcoming conferences.
Workflow automation software that includes a
document generation platform can remove some of these steps of business
processes so that all you have to do is fill out a form, and a contract is automatically generated and sent to the
customer electronically for signature.
Benefits of Workflow Automation for Document Generation
Workflow automation product and
document generation solutions remove the need for repetitive tasks so you can spend more time focusing on your core business responsibilities.
Workflow automation also keeps all of your
processes streamlined, ensuring that information is routed in the fastest way possible and routine tasks are completed without unnecessary delays.
Workflow automation software, when combined with
document generation solutions, can help you increase efficiency and eliminate time-consuming tasks that are the bane of many business owners' existence. It's one way to ensure your
company stays on top of production no matter how big or small it is!
Key Takeaways
Don't waste time generating
documents manually. With
workflow automation, you can automate
document generation and ensure that information is routed in the fastest possible way for increased efficiency. Not only does
workflow automation help to save time but it also streamlines your workflow by reducing routine tasks and increasing efficiency with
document automation automated routing
processes!
For more information on
workflow automation that allows
document generation with email signatures and workflow notifications, check out
workflow automation software.
