PROCESS AUTOMATION
Document and notification automation
We automatically generate and send your documents (contracts, quotes, invoices) and notifications, with the correct data and without manual work.
What is Document and notification automation?
Creating documents by hand—quotes, contracts, invoices, reports—and sending notices one by one is time-consuming and error-intensive: miscopied data, outdated templates, or forgotten notifications. Automating it ensures correct documents and timely communications.
We automate the generation of documents from templates and your real data (from CRM, ERP or forms), in PDF or Word, with electronic signature if you need it, and its automatic sending to the recipient. Likewise, we set up automatic notifications and reminders by email, Teams or WhatsApp for specific events.
The result is documents generated in seconds, always with the correct data and format of your brand, and automatic communications that arrive on time, without depending on someone remembering to do so.
FEATURES
Features of Document and notification automation
Generation from templates
Documents created from templates and your actual data.
Automatic PDF and Word
Output in the format you need, with your brand design.
Electronic signature
Digital signature integration for contracts and legal documents.
Auto-Ship
Distribution of the document to the recipient by mail or the chosen channel.
Notifications and reminders
Automatic alerts by email, Teams or WhatsApp in the event of events.
Archiving and logging
Automatic document saving and registration of your shipment.
TECHNOLOGIES
- Python
- Power Automate
- Microsoft Graph API
- Make
- n8n
FREQUENTLY ASKED QUESTIONS