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Document Automation Agent

Your 24/7 document engine

Automated generation, signing, sending and archiving – without manual formatting, omissions and delays.

document

What does the Document Automation agent do?

Templates & dynamic fields
Fills out contracts, offers, invoices, protocols from CRM/ERP/forms (placeholders, conditions, tables).
AI text assistant
Generates clauses/summaries, tone/error checking, customization by client/jurisdiction.
Generates PDF
From HTML/Markdown/data (numbering, watermarks, QR/barcodes, headings/subheadings).
E-signature
Sends for signature (single/multi-signer), sets order, reminders and deadlines; collects evidence (audit trail).
Delivery
Sends via Email/Gmail with attached PDF/link; optional SMS/WhatsApp notification.
Archive & versions –
Sort by client/case/project, version control, metadata, and tags.
Exceptions
Missing data/signature refused/expired → automatic escalations, retries and SLA timers.
OCR & Extraction (optional)
Structuring input PDFs/scans for subsequent processes (AP/HR/legal).
Reports
Status by stages (generated/sent/signed/archived), time to signature, failed deliveries.

Integrations

  • PDF creation: PDF Generator API / Placid / HTML-to-PDF.
  • E-signature: DocuSign / HelloSign (Dropbox Sign).
  • Storage: Google Drive / Dropbox / OneDrive (by folders and rules); optionally S3/SharePoint.
  • Communication: Email/Gmail for sending and reminders; Webhook for external requests/events.
  • Data: CRM/ERP/WMS/Forms, Google Sheets as an alternative table/mapping.

Security & Control:

  • TLS 1.2+, encryption at rest, vaulted secrets; signed webhooks and IP allow-list.
  • RBAC roles, least privileges, two-factor authentication.
  • Full log and audit (correlation IDs, before/after values), retention and deletion policies (GDPR).
  • eIDAS/ESIGN compatibility via e-signature provider; time stamps and evidence package.
  • Automatic retries and duplication protection (idempotency/dedup).

Brief real-life examples

Service contract

CRM data → PDF → signature from client and account manager → archive in the "Client/Contracts" folder.

Invoice & delivery note

Odoo/Dynamics → PDF package → send by email + upload to Drive.

NDA/DPA

One-click generic, clause customization, two-way e-signature, evidence package in OneDrive.

HR onboarding

Offer, declarations, policies → multi-step signature → automatic creation of an "Employee" folder.

Delivery protocol

Data from WMS → PDF with QR → signature on tablet → instant archive and notification to accounting.

KPI & Reporting:

  • Time from request to ready PDF: < 30 sec
  • Completed signatures within 48 hours: +30–60% (thanks for reminders)
  • Manual operations: −70–90% (format/archive/delivery)
  • Document errors: −80% (validated fields and templates)
  • Traceability: 100% (full audit by stages)

Compatible with 500+ integrations and hybrid environments (on-prem / cloud).

Audit and maintenance are included.
Activate your Document Automation Agent today!
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