Document automation for consistently branded sales documents

When a brand change leaves documents fragmented

A company brand change had left salespeople working with a mixture of old and new document styles. The result depended on which files and templates someone happened to use.

James reports that salespeople were spending around six hours each per week creating documents. This was the prior workload, not a measured saving from the new workflow.

Building the house style into document production

The work combined a new set of templates with an always-on cloud agent. According to James's account of the deployment, staff could request documents through email, iMessage or WhatsApp.

The workflow used approved company information and the shared templates to generate documents in the company's house style. It could ask the requester for missing information before completing the document.

From a request to a usable output

The process brought the request, clarification and document generation into one route. Staff could describe what they needed through a familiar channel and receive a consistently styled document.

James reports individual document turnaround in minutes. That describes the time to produce an output; it does not establish a weekly time saving across the sales team.