Automate document workflows end to end

What Document Workflow Automation does?

Document workflow automation integrates intelligent document processing (IDP) outputs with enterprise systems and human task management to create end-to-end processes that require minimal manual coordination. The systems it connects include:

• ERP (Enterprise Resource Planning)
• CRM (Customer Relationship Management)
• ECM (Enterprise Content Management)
• RPA (Robotic Process Automation)

Common workflow examples

Organizations apply document workflow automation across a wide range of document-intensive processes, including:

• Invoice-to-pay workflows
• Claims intake-to-settlement
• Mortgage origination pipelines
• Contract review-to-execution processes

Why the combination matters

The combination of IDP for document intelligence and workflow automation for process orchestration enables organizations to fully automate document-intensive processes, rather than automating individual steps in isolation.