Author: Prince Siboi

Automate Document Generation Using Docmo: Streamlining the Writing Process

Every business relies on documents to complete everyday tasks and processes, including NDAs, agreements, quotes, proposals, contracts, letters, etc. In some cases, they produce documents at scale to meet increasing demands or stock up supplies.

However, challenges occur when specific document creation tasks require manual input, modifying old files, or different document templates. This results in slow processes, reduced productivity, human error, and cost implications.

Instead, you can automate document generation to streamline processes, create documents faster, and automate complex tasks. Document automation improves productivity, delivers efficient processing, and reduces errors, cutting costs and enhancing the overall client experience.

Learn more about document generation automation and how Docmo can streamline your processes.  

Docmo Tool for Automated Document Generation

When implementing document automation, opting for a solution that offers the most value while ensuring productivity and compliance is essential. That’s exactly what Docmo delivers.

Docmo is a no-code AI solution for creating folders, files, reports, and emails, and you can easily install it on your local computer. It’s designed for the Microsoft environment, allowing you to create content in Excel, Word, Outlook, and .pdf. 

The tool is highly configurable to adapt to your processes and offers complete filesystem automation to keep you organized. You can easily implement Docmo without any apps, logins, or migrations.

Features and Pricing

Docmo provides several features to simplify processes, streamline workflows, and unlock your team’s productivity. Here are the key features of the software.

• AI Capability: Docmo features AI functionality to capitalize on your data for faster and more consistent business decisions
• App integrations: The tool easily integrates with Excel, Word, and Outlook for efficient document creation.
• Data connectivity: You can connect third-party apps like ERP and CRM to aggregate data from disparate sources to ensure effective document creation.
• Document customization: Choose your preferred color, font size, and italics, or remove certain sections to format your documents any way you like.
• Access management and collaboration: You can authenticate users by their devices and control access to Docmo.
• Batch document creation: Docmo allows you to create multiple documents at once, each with custom content to save you time.

Comparison

Docmo offers more value and features compared to other document generation tools. In this section, we will compare Docmo to Crystal Reports and HotDocs to see how they stack against each other.

	Docmo	Crystal Reports	HotDocs
No migration required	✔
No-code simple population	✔		✔
No-code business conditions	✔
No-code dynamic charts	✔
No-code emails and attachments	✔
Filesystem automation	✔
Package and repeat production	✔	✔
$400MM+ ARR		✔	✔
1,000,000+ users		✔	✔

How to Implement Automated Document Generation

Before automating your document generation, you must analyze your process and workflows to highlight your needs. This is vital to select a solution that works for you and build a workflow that’s unique to your documentation.

Identify Your Data Sources

Identify all your data sources, including web apps, Word, Excel, databases, user inputs, etc. It’s not uncommon for companies to use a dozen to over 200 tools like Salesforce, XML, SQL, Oracle, etc. Make sure these tools support integrations with your desired software.

Many of theof the the file formats and data sources today are platform-agnostic, so it’s easier to work with them. You can use Excel to stage business logic and dynamic content, such as tables, calculations, charts etc. for your documents.

Get Your Templates

Create templates for key documents and customize them with your desired font, font size, branding elements, placeholders, and other styles. You should consider using Microsoft Office as it’s the most popular template designer

Be sure to use tags in templates to make it easy for your software to know tags for specific data sources and identify document types like contracts, proposals, agreement, etc. You can also use imported templates, which can be data queries or explicit filenames.

Pick the Right Solution

Find the right document generation software solution like Docmo and create automated workflows based on your current processes, templates, and documentation needs. Integrate all the tools and apps you need in your workflows, including CRM and invoicing software.

The ideal solution takes care of HIPAA, FERPA, or GDPR compliance, allowing you to focus on creating quality documents. It should also support your desired output formats like Postcript, Bitmap, DOCX, XLSX, PPTX, PDF, HTML, etc.

Remember to train and onboard your team and assign roles to users. Run the process, review the results and make adjustments as needed.

FAQs   

What is the purpose of automated document generation?

The primary purpose of automated document generation is to produce documents faster, improve productivity, ensure compliance, eliminate the risk of rework violations and deliver guaranteed document quality and completeness. Document automation creates documents in under 5 minutes, saving you hours of writing, editing, and designing.

What are the benefits of using automated document generation?

The benefits of automated document generation include time savings, improved document accuracy, enhanced customer experience, scalable document production, consistent formatting and style, and cost savings. More importantly, it improved productivity, efficiency, and compliance.

What types of documents can be generated using automation?  

Document automation helps generate any document depending on your templates and use case. Examples include contracts, insurance documents, proposals, quotes, invitations, real estate documents, receipts, financial statements, reports, invoices, etc.

How can I implement automated document generation in my organization? 

You can start by identifying your key documents, building templates for each, and finding a solution that caters to your needs. Most tools come with templates that you can customize depending on your desired format or style. Take the time to rest and train the tool before onboarding users.

Automate Document Generation with Docmo

Manual document generation can be time-consuming, labor-intensive, prone to errors, and costly. These challenges even worsen when you’re dealing with high volumes of documents. You can eliminate these challenges by up to 90%, thanks to document generation automation.

Docmo, a highly configurable no-code system with decision-making AI, is an excellent solution for your business. It allows you to create reports, emails, and content in Outlook, Excel, and Word. It automates complex workflows and simplifies your processes through effective filesystem automation.

Contact us today to learn how Docmo can improve business efficiency and document management.

5 Best Proposal Automation Software: Streamlining Your Sales Process

It takes an average of 32 hours for companies to write responses to requests for proposals (RFPs). The whole process can take up to 20 days, especially for large companies, and this can impact your hit rates for new projects or clients.

Typically, the process involves outlining the scope, drafting proposals, collaborating with other departments, creating estimates, and adhering to timelines. It’s mostly manual, and companies have to do it all over again for the next project.

Instead, automation can help simplify the process of creating proposals while ensuring accuracy and consistency. In this case, you’ll need to invest in the best proposal automation software to create proposals and manage the entire process for effective collaboration.

What’s Proposal Automation Software?

Proposal automation software is a computer program or digital solution that automates the process of generating proposals. It eliminates manual and repetitive tasks to speed up the process while ensuring professional and personalized proposal designs.

The software manages the whole process and stores proposals and RFPs for future reference. It offers a simple interface for building proposals from templates and allows teams to collaborate effectively, reducing the time and frustration it takes to generate winning proposals.

Features to Consider When Choosing Proposal Automation Software

Finding a software solution that works for your business and is easy to implement is essential to your everyday operations. Proposal programs are different — they have varying integrated features and capabilities, which are crucial to consider before settling on any solution.

Here are the key features a good solution must have:

• Integrations: Centralizing your proposal generation operations is vital. Integrations keep everything in sync and organized for seamless operations. So, ensure the software supports integrations with your CRM, file storage systems, invoicing systems, contract management tools, etc.
• E-Signatures: Technology has redefined nearly everything, including how people sign documents. The software should allow you and your clients to e-sign proposals, as traditional signatures are time-consuming and counter-productive.
• Templates: While you can create your templates, the software must also offer ready-made templates, which you can easily edit or re-design. Having a variety of templates makes it easy to create professional proposals for different clients.
• User roles: Apart from onboarding your team, you should be able to define each member’s role and responsibilities, such as editing, sharing, creating, commenting, etc. Such granular control over actions and permissions improves collaboration and streamlines your workflows.
• Document management: The software should allow you to create, send, and share files in different formats like doc, PDF, HTML, and RTF. Plus, you should be able to archive, tag, and save proposals using smart filters for future reference.
• Proposal analytics: A good solution offers insights into your documents and operations. For example, you should know the number of people that have opened your proposals and the amount of time they spent on different sections. These insights will help in improving your overall customer experience.
• Data security: Proposals hold a lot of company and client information, including names, contact details, pricing, payment details, etc. Clients trust you with their sensitive data, so you need to safeguard it. Therefore, it’s vital to pick a solution that guarantees the security of your data.

Depending on your workflows, you should consider features like payment support, storage, communication tools, and multi-tier approval. This is ideal for small businesses that don’t want to invest in other tools for storage, communication, collaboration, etc.

5 Best Proposal Automation Software   

When considering implementing proposal software, it’s vital to know your options. You can opt for either a small business solution or enterprise software. Small business systems offer standard features like workflows and templates, while enterprise solutions are complex.

This section will cover the five best proposal management solutions for sales process optimization.

1. Docmo

If you prefer working in the Microsoft environment, Docmo is the ideal solution for creating proposals. Docmo uses decision-making AI to generate proposals in Word, .pdf, and Outlook. It’s a no-code solution, so coding is unnecessary during implementation or use.

It offers different features, including unlimited templates, unlimited users, local file imports, live chat in-workbook, app integrations, reporting, and API connectors. Docmo also allows you to re-design templates, set user-group permissions, and send emails.

With Docmo, you simply need to install it on your computer, create your templates, and use Excel to generate your proposals. This means you don’t need new apps, and your data never leaves your Microsoft environment, offering a seamless experience to document generation.

Docmo allows you to connect to multiple data sources, including Excel, Word, databases, and web apps, without using any code. You can produce a package of proposals, each with custom charts for a personalized design and improved sales results.

2. Jotform

Jotform is an online form builder that supports different forms, including proposals. You can use it for free, but you’re limited to only five documents. Instead, you’ll need to upgrade to either Bronze, Silver, Gold, or Enterprise to create more than 25 forms, costing $34 to $99 per month.

The tool supports over 100 integrations for form submissions to email, storage apps, CRMs, and other solutions. It also supports payments directly through your forms, allowing clients to make payments efficiently.

Other features Jotform offers include themes, widgets, a PDF editor, multiple users, e-signature, teams, approvals, etc. These features are accessible based on your plan, but the Enterprise plan offers access to all features, including unlimited form limit.

3. PandaDoc

PandaDoc is a document automation platform that allows you to create different documents. It offers a free plan, but if you need more features and increased limits, go for the Essentials and Business plans. Still, you can opt for the Enterprise plan for more capabilities and integrations.

The tool offers different features depending on your plan, including e-signatures, payments, templates, analytics, document editor, custom branding, notary, content library, etc. Other features like API, bulk send, and forms are priced individually.

PandaDoc allows you to create, send, and e-sign personalized proposals. It offers pre-built templates, customizable formatting, a content library, e-signature functionality, and CRM integration to simplify the process.

4. Better Proposals  

Better Proposals also makes a great document automation solution, and it’s designed to help with proposals, quotes, contracts, agreements, brochures, info sheets, etc. It offers a 14-day trial, allowing you to test it before picking your desired plan.

Once you’re ready to subscribe, you can opt for the Starter, Premium, or Enterprise plan, ranging from $19 to $49 per user per month. The Starter plan limits you to 5 documents per month, while the Enterprise plan allows unlimited documents.

Depending on your plan, Better Proposals offers different features like e-signatures, payment support, templates, integrations, custom domain, Zapier, content library, etc. It also supports real-time notifications, analytics, and custom fonts.

5. Proposify

Proposify is an online proposal software designed to help sales teams to streamline their processes and get better viability into their sales cycles. The company also offers a team of in-house designers to help with proposal designs.

The tool only offers two plans: Team Plan and Business Plan. The Team Plan is $49 per user per month and has a free trial. If you have a team of 10 or more members, the Business Plan is ideal, but you’ll need to contact support for pricing.

Both plans allow you to create unlimited proposals with custom fields, variables, and forms. Depending on your plan, Proposify has various features like a content library, custom domain, e-signatures, approval workflows, payments, templates, integrations, etc.

Benefits of Using Proposal Automation Software

Implementing a proposal software solution to your business offers several benefits beyond streamlining and automating your processes. Here is what you’re likely to experience after implementing the software.

Increased Efficiency and Productivity

Proposal automation software eliminates manual tasks, such as data entry and traditional signature, saving your team lots of valuable time and reducing effort by up to 90%. Plus, you don’t need to create templates from scratch every time.

For example, Docmo allows you to create a 20-page proposal in 120 seconds, complete with custom charts and images for a stunning appeal. Such efficiency can boost your productivity, allowing your team to focus on improving your customer experience.

Improved Accuracy and Consistency

Manual processes involve sharing information via calls, emails, spreadsheets, etc., increasing the chances of inaccuracy and inconsistency. Automation centralizes your operation, ensuring optimal organization and clarity.

Most software solutions have a library to keep your content tagged, categorized, and updated. Plus, no data leaves the platform, and they support on-platform collaboration to ensure quality and accurate proposals.

Increased Ability to Close Deals Faster 

Teams that use proposal automation software have an average of 45% win rate. For one thing, the software allows you to respond to RFPs faster, increasing the chances of clients shortlisting your proposals.

It also allows you to create visually-appealing proposals that prospects will want to read through. Basically, by adding branded design, video, images, and live messages to your proposals, you can improve your ability to close deals faster.

Improved Collaboration and Communication

Proposal software solutions centralize all your processes and operations, making it easy for teams to collaborate and communicate. Some feature communication tools like chats and comments, allowing collaboration on a document.

Also, you can integrate communication and collaboration tools like Zoom and Slack to keep everything organized. Real-time notifications allow you to stay up-to-date on the progress and status of every proposal.

FAQ’s   

What should I consider when selecting proposal automation software?

When picking proposal software, it’s vital to consider security, integrations, automation, content library, collaboration capabilities, pricing, scalability, and templates. Take the time to compare features and pricing to ensure you pick a solution that offers value and works for you.

Are there any drawbacks to using proposal automation software? 

Proposal software solutions are designed to make processes easier, faster, and more effective. Drawbacks only happen due to poor implementation, lack of team training, and undefined workflows. So, it’s vital to pick a solution that’s easy to use and implement.

Pick the Ideal Proposal Automation Software

As businesses embrace digital transformation, it’s vital to consider all areas that can benefit from new technologies, including proposal generation and workflows. Automation can improve your sales processes, save time, and boost your win rate.

So, finding a proposal software solution that delivers a streamlined sales process and supports integration with CRM and other tools is essential. More importantly, it must offer analytics and customizable proposal templates to ensure efficiency and productivity.

At Docmo, we offer a platform-agnostic solution that suits any business size. Our solution supports 100% document governance while delivering conditional formatting, reactive workflows, content management, filesystem automation, and multi-source connectivity.

Contact us today to learn how our solution can streamline and automate your proposal generation.

No-Code Workflow Automation: Streamlining Processes Without Coding Expertise

 

Workflow automation is the process of using software to complete tasks and activities without human input. This approach helps to eliminate manual, repetitive, and time-consuming tasks, boosting productivity, ensuring efficiency, and cutting operational costs.

On the other hand, no-code workflow automation is basically the same; however, in this case, the implementation is done without writing a single line of code. It’s simply a Plug & Play solution, allowing you to set it up and get started with minimal investment.

No-code automation tools save you time and effort; up to 90% of users believe these tools accelerate business growth. Additionally, they reduce errors and speed up processes to ensure faster time-to-market and seamless responses to requests for proposals (RFP).

Docmo the Right No-Code Workflow Automation Tool

When looking for the ultimate no-code solution, Docmo stands out as a powerful yet easy-to-implement solution for producing and managing business documents. It’s designed for the Microsoft environment, allowing you to create Word, Outlook, Excel or PDF content.

Docmo is a highly configurable, no-code AI system that supports dynamic connections to external content in apps, folders, and databases. Once installed on your computer, it works seamlessly without new apps, logins, or data migration.

Here is how Docmo stacks up against other no-code business automation solutions.

	Docmo	Crystal Reports	HotDocs
No migration required	✔
Filesystem automation	✔
No-code operations	✔		✔
Package and repeat production	✔	✔
1,000,000+ users		✔	✔
$400MM+ ARR		✔	✔

 

Using Docmo to streamline your business processes and workflows has several benefits. It provides several features to simplify your work and improve your productivity by up to 92%. The benefits include:

• Seamless integrations: You can easily integrate Docmo with other tools like Excel, Word, and Outlook for seamless document generation.
• Data connectivity: You can use content libraries and dynamic connections to apps and databases to access crucial data for document creation, eliminating re-entry or rework.
• AI functionality: Docmo uses artificial intelligence to learn your workflows and merge data for comprehensive reports, emails, and documents.
• Batch document creation: With Docmo, it’s possible to produce multiple documents, each with unique charts, images, and content, to save time.
• User management: Effective collaboration requires proper user management, and Docmo supports this by allowing you to authenticate users by their devices.

With Docmo, you can easily streamline your document generation processes, reducing errors, enhancing client experience, and cutting costs. It allows you to eliminate manual input and elaborate file modifications, which can impact your productivity.

If you need a simple no-code workflow management tool, Docmo is an excellent pick for implementing business logic, creating dynamic content, and automating complex workflows. Be sure to explore how Docmo supports digital transformation with no new apps.

FAQs 

How does no-code workflow automation improve productivity?

No-code workflow tools eliminate repetitive and manual tasks that require lots of time and effort, such as manual data entry. They also connect workflows to ensure efficiency and streamline processes, boosting productivity by up to 90%.

What are some examples of industries that can benefit from no-code workflow automation? 

Nearly all industries can benefit from no-code tools, including finance, engineering, healthcare, banking, retail, manufacturing, marketing, publishing, insurance, and human resources. Typically, businesses in any industry can use no-code tools to automate specific processes in their operations.

Is no-code workflow automation suitable for businesses of all sizes? 

Yes, no-code automation tools are ideal for all business sizes. Instead of using expensive and complex solutions, businesses use no-code tools for their simplicity and ease of use. Plus, all users can use the tools regardless of their technical knowledge levels.

What are the future prospects of no-code workflow automation? 

No-code platforms significantly reduce business costs and time, making them the future of business automation. Grand View Research revealed that the process automation market is growing at a CAGR of 38.2% annually, and no-code technology is fueling this growth.

Harness the Power of No-Code Workflow Automation

Digital transformation is pushing businesses to rethink their processes. With the increasing need to cut costs, eliminate redundancy, and gain visibility into everyday operations, companies are investing in solutions that simplify complex processes.

Thanks to no-code workflow automation, businesses can eliminate over 30% of manual processes. This can improve workplace productivity and customer satisfaction. More importantly, automation reduces human errors and supports insightful data collection.

The merits of workflow automation are endless, and businesses can leverage no-code tools to drive business growth and ensure agility. Docmo offers a document automation solution to generate quality reports, emails, and documents faster.

Our solution turns Excel into a powerful workbook, and it uses a decision-making AI engine to merge data for efficient document creation. It also supports data connectivity, governance, and automation for streamlined workflows.

Contact us today to learn how Docmo can transform your business and automate complex processes.

Mastering Document Control: A Definitive Guide for Efficient Information ManagementEvery organization needs to maintain the integrity of its documents for better data security, governance, identification, and validation. Yet, up to 46% of employees say finding the documents they need for work is challenging and time-consuming.

It’s such cases that necessitate the need for proper document control, which is basically a set of practices for ensuring seamless document creation, review, distribution, and disposal. This way, organizations can ensure the traceability and accessibility of vital data.

Document management has come a long way, from file cabinets, electronic document management (EDM), PC to cloud solutions and smart devices. This has been imperative to build agile and future-proof processes, but businesses can do more with document control.

Fundamentals of Document Control

Organizations create documents daily to define specifications, provide directions, give instructions, share new ideas, and other purposes. In most cases, they generate these documents in ad-hoc environments with no clear guidelines on their use, access and storage.

This casual, undisciplined approach overlooks the importance of the long-term value of business documents. While documents may seem irrelevant individually, they form a significant part of business intelligence when carefully stored, curated, and organized over time.

Consequently, organizations should implement the principles of document control, while taking into account its key components, including creation, collaboration, access control, compliance, recovery, and transparency. This is vital to protect a company’s ideas, assets, goals, etc.

The implementation becomes effortless with a document control policy. The policy determines the type of documents to be created, when to generate them, what data to include, how to review and approve them, and how to handle disposal. As a result, this enables a streamlined flow and hierarchy for seamless document management.

Document Control Process

Every organization must have a defined process for creating, approving, updating, amending, publishing, sharing, and deleting documents. Here is what the process entails:

1. Creation and Generation of Documents: You must define who creates and how to generate documents. It’s also vital to give guidelines on when to create them, formatting, and the naming conventions to use.
2. Review and Approval of Documents: This provides document approval guidelines, who approves them, and how to record approvals. More importantly, this step highlights the criteria for document approval.
3. Distribution and Access Control: After approval, there must be procedures on how and where to publish documents and who can access it. Each document is unique, so it can be available internally or externally, have security limitations, etc.
4. Monitoring and Reporting: Once a document is approved and distributed or published, it’s vital to have a system in place for monitoring access, edits, use, updates, etc. Periodical reports should also help to give better insights into the use of the document.
5. Document Retrieval and Archiving: This step is vital to determine when and how to archive published documents. In the event they’re needed, there should be procedures for retrieving them, too.
6. Document Revision and Obsolete Management: Document revision and obsoleting are determined by different factors, such as date/duration, change or end of a process, etc. Regardless, your policy must spell out when to revise or obsolete documents.

With such a process in place, an organization can derive value from each document it creates, while ensuring data security, compliance, and governance. It helps to ensure employees use the right document and data for a particular task or project at any given time.

Challenges and Solutions in Document Control

Recognizing and acknowledging challenges in document control is key to seamless document management. More importantly, it’s a crucial step toward finding effective and long-term solutions to ensure business efficiency, continuity, and productivity.

Common Challenges in Document Control

Here are the typical challenges that most organizations experience:

Document Duplication and Version Confusion

Most organizations lack streamlined naming conventions and central database systems. This increases the risk of document duplication, resulting in different versions. Also, failing to determine who, when, and why to create documents results in such challenges, too.

Lack of Document Visibility and Control

The typical culprit for this is the lack of an electronic document management system (EDMS). This results in disconnected and disparate processes, with documents scattered in emails, hard drives, computers, hard copies, etc., denying companies better visibility and control.

Inefficient Document Retrieval and Archiving

This is the result of different factors, including a poor naming system, failure to use EDMS, and lack of document control procedures. This complicates document tracking for efficient archival or retrieval.

Difficulty in Ensuring Compliance and Auditability

Compliance audits require significant company and process documentation. Unfortunately, manual processes, poor version control, and lack of access controls complicate compliance and auditability. This increases the risk of fines and penalties.

Solutions for Effective Document Control

Regardless of your document control challenges, there are solutions that streamline your process, deliver visibility, and give you control of every aspect of your document management.

Automation of Document Control Processes

One such solution is document automation, which allows you to bring order to chaos, connect disparate systems, eliminate manual repetitive tasks, and provide secure access. Implementing this solution demands investing in the right automation system.

The ideal system should allow you to create, approve, edit, review, and distribute documents. It should support automated workflows, compliance management, collaboration, data security, reporting, and user accessibility. More importantly, it must be easy to implement and must adapt to your workflows.

Integration of Document Control Tools

The truth is, there’s no one-size-fits-all automation solution. If you want such a solution, you’ll need to build one from scratch, which can be costly to develop and manage. Plus, it will make it difficult to work with clients and partners that use other solutions.

Instead, it’s advisable to pick a platform-agnostic and scalable solution that supports a host of integrations and web services, such as CRM, CMS, ERP, etc. Integrations allow you to avoid paying for costly features or investing in expensive modifications.

Ensure Effective Document Control

Document control is vital, especially for industries where accuracy and precision are necessary, such as engineering, construction, architecture, and manufacturing. It’s also a standard of quality management under International Organization for Standardization (ISO) 9001.

As such, if your processes rely heavily on documentation, it’s vital to implement a solution that automates your processes. The right system should allow for seamless creation, review, approval, archival, retrieval, and disposal.

At Docmo, we offer a non-code, AI-enable solution for optimal document control, allowing for efficient creation, formatting, governance, reporting, review, and approval. Our software is platform-agnostic, making it easy to use integrations to support your workflows.

Contact us today to learn how our solution can streamline document control processes.

Document Workflow Automation: Streamlining Processes for Improved Efficiency

A Zapier report revealed that up to 94% of small businesses experience time-consuming and repetitive tasks in their everyday operations. This results in reduced productivity, increased costs, and inefficient processes, impacting their bottom lines.

In today’s digital age, technology drives real change, delivering innovative solutions for any business process or task. Implementing tech solutions can reinvent and refine your processes if you’re struggling with storing, sharing, editing, categorizing, and managing documents.

In this case, you’ll need to invest in document workflow automation to improve your document generation and management. This post will help you learn how to streamline your processes with document workflow automation.

What is Document Workflow Automation?

Document workflow automation is the process of automating steps or tasks involved in creating and managing documents. This entails investing in a workflow automation solution that offers different capabilities, such as collaboration, integration, drag & drop, etc.

Workflow automation streamlines your operations and eliminates error-prone processes, saving you time, improving document quality, and ensuring compliance. Given such benefits, you should invest in a solution that’s easy to implement and use within your business.

Types of Document Workflow Automation 

There are two types of document workflow automation solutions: Low-code and no-code. You can pick your preferred solution based on your preferences, needs, and workflows.

Low-code tools require users to have some coding knowledge for successful implementation. They offer graphical interfaces to support citizen development, making them simpler than traditional tools. Still, you can hire a developer to implement the solution.

On the other hand, no-code workflow automation tools are deployable without needing to write a single line of code. The automation process of these tools might not need the expertise of developers or IT teams. Docmo is an excellent example of such tools.

Steps in Document Workflow Automation

The implementation of workflow automation tools depends on your needs and everyday processes. It is also easier if you have a workflow in place. Here are the general steps you can take:

1. Review your current processes: Look into your existing processes to identify your essential tasks, stakeholders, and conditions & rules. Identify all your data sources, like apps, CRMs, etc., and your typical input and output formats.
2. Create templates: Document generation using software requires templates, and you can create one using Microsoft Word. The templates should feature placeholders, fields, and tags depending on your desired format.
3. Define users and roles: Effective collaboration in document generation and management requires well-defined users and roles. For example, you need to define access levels, which determine a user’s ability to edit documents, delete templates, etc.
4. Choose the right tool: Once you have established the basics, you’ll need to select the ideal document workflow automation tool. Opt for a solution that’s easy to implement and use. Be sure to compare the features and pricing of different tools.

The process doesn’t end with picking the ideal automation tool. You’ll need to implement and test it to ensure your workflow is seamless and efficient. Remember to measure performance based on time savings, workload, cost, customer satisfaction, and productivity.

Still, you can define your parameters for success to determine whether the tool is helpful in your organization.

How Docmo Can Automate Your Document Workflows

If you’re looking for a document workflow automation tool, Docmo is an excellent choice. It’s a highly configurable no-code system that uses AI to create documents. Docmo is designed for the Microsoft environment, allowing you to produce content in Word, .pdf, Excel, and Outlook.

With Docmo, you can automate complex workflows with no code, especially if you have slow, inconsistent, and disorganized workflows. It supports different data sources, including web apps, databases, Excel, and Word.

You need to install it on your computer and work within the Microsoft environment to produce documents. Then add your data into Excel — it can be 3 or 120 items. Docmo generates your report in minutes, automatically creating sections for each item to ensure clean formatting.

FAQs   

What are the benefits and advantages of document workflow automation?

The benefits of document workflow automation include increased productivity, saving time and resources, enhanced customer experience, better transparency and compliance, decreased costs, and seamless processes.

How do I implement document workflow automation in my organization?  

You can start implementing document workflow automation by reviewing your existing workflows, identifying your primary documents, creating templates for your documents, and selecting the ideal automation solution.

What are the best practices for document workflow automation? 

The best practices include creating templates for your typical documents, having a written or visual workflow plan, planning for failures and bottlenecks, assigning roles and defining user responsibilities, and prescribing rules for each workflow process.

Improve Efficiency with Document Workflow Automation

Documents remain crucial in everyday business processes, whether you create reports, proposals, agreements, or contracts. They help share information, support collaboration, promote safety, provide a reference point, etc.

 

Creating and managing documents doesn’t need to be an arduous process or involve manual operations. Instead, you can simplify the task with document workflow automation, which allows you to create high-quality documents in minutes using predefined parameters and templates.

 

Docmo is an ideal solution for document generation and workflow automation. It’s a no-code solution that lets you create documents and reports using Excel and Word. It supports different data sources like web apps and databases and delivers quality, well-formatted docs in minutes.

Contact us today to learn how Docmo can bring efficiency to your business.

What is Automated Decision-Making: An In-Depth Guide

According to Gartner, 80% of executives believe it’s possible to apply automation to any business decision. As technological innovations such as Artificial Intelligence (AI) and Machine Learning (ML) evolve, new applications emerge, impacting every business process.

Also known as decision automation, automated decision-making (ADM) involves using big data, machines, and algorithms to make decisions. The process eliminates the need for human involvement, simplifying and expediting decisions to arrive at any conclusion.

ADM automatically collects and processes data to make decisions — this allows businesses to scale faster and reduce mistakes in workflows. This post will cover automated decision-making and how it can benefit your business.

Importance of Automated Decision-Making

Typical business processes are marred with errors, inconsistency, and disorganization. They also tend to be costly and time-consuming. Automation changes this, allowing you to take advantage of AI and data to simplify decision-making and reap different benefits, including:

• Error-free decisions: As AI feeds on more data, it learns different concepts and theories like humans. Hence, it can self-correct and make informed, error-free decisions without human supervision. Plus, it makes decisions without emotional bias.
• Increased compliance: Ensuring compliance is vital in any business process. ADM makes this easy with better definitions and comprehension of existing regulations. With adequate training on your operations and industry requirements, ADM will likely improve your business’s compliance.
• Better utilization of human resources: ADM reduces the need for humans in decision-making processes, freeing them up to take on other organizational responsibilities.

Decision automation is the future of many industries, including healthcare, finance, marketing, customer service, and insurance. While it cannot completely replace humans, it takes care of the heavy lifting, speeding up decisions, and simplifying processes.

How It Differs from Traditional Decision-Making

Traditional decision-making involves many parts and depends entirely on human effort to make judgments and conclusions. It also picks the most sensible and logical alternative, which might have a short-term effect.

In human decision-making, the possibility of error increases with the increase in data. Plus, as the volume of data grows, performance deteriorates. More importantly, employees may waste too much time on repetitive, low-value activities with little bearing on the outcomes.

Automated decision-making takes a different approach. It transforms the traditional process with big data and the right automation solution. The tool processes and analyzes massive volumes of data in minutes to deliver valuable insights and long-term decisions.

ADM also centralizes everything in one platform, allowing you to monitor the process in real time. It taps into data from different sources, making it easy to make sound, informed decisions without errors or human bias.

How Docmo Is Using Automated Decision-Making in Its Processes

Decision intelligence has become crucial in almost every task, including document generation. Docmo leverages this exceptional capability to generate reports and documents within minutes, enabling businesses to streamline processes and enhance efficiency.

The no-code system uses data from different sources like Excel, Word, databases, and web apps to produce custom reports. It leverages simple AI to create beautifully formatted reports while adding images, sections, and custom charts to the report.

Docmo automates complex workflows and uses dynamic content to simplify processes and decisions in document creation. You can explore the tool to see how it uses decision-making AI to ensure intelligent workflows, filesystem automation, and centralized content management.

FAQs   

What industries use automated decision-making the most?

Industries that use automated decision-making the most include finance, insurance, automotive, construction, healthcare, education, and marketing. ADM can be helpful when large volumes of data need to be analyzed to make decisions.

What are the benefits of using automated decision-making?

Automated decision-making leads to quicker and more consistent decisions, time savings, better productivity, efficient processes, and improved compliance. It reduces human involvement in processes, leading to error-free decisions and better quality control.

In what fields is automated decision-making used?

Automated decision-making is applicable to different fields, including law, employment, education, health, business, media, administration, entertainment, research, and transport. ADM helps to digitize processes and scale knowledge to simplify everyday operations.

Is automated decision-making better than human decision-making?

Automated decision-making is faster and more consistent than human decision-making. ADM processes large volumes of data faster and features a fixed scheme for making decisions without bias. Still, human input is invaluable in delivering “natural” perspectives and addressing ethical considerations.

Improve Decision-Making in Document Creation

Today’s business landscape is technology-driven, as businesses aim to cut operational costs, gain a competitive advantage, and ensure operational agility. They’ve adopted solutions like AI and ML to digitize and automate various processes and tasks like decision-making.

Additionally, businesses collect large volumes of data, which can offer actionable insights when analyzed, leading to better decisions. With the right automation solution, you can even simplify decision-making, eliminating human involvement and ensuring error-free, non-biased decisions.

At Docmo, we offer an innovative solution that simplifies document creation and management. It leverages decision-making AI to generate reports and documents faster, allowing your business to make decisions quickly and ensure maximum productivity.

Contact us today to learn more about our solution and how it can improve your decision-making processes.