Intelligent CSV Automation

Streamline document creation and signing with automated flows

In the digital age, efficiency in document management and corporate communication is key to business success. Our platform allows you to not only generate documents intelligently, but also integrate them into electronic signature flows or newsletters for internal and external communication. With our advanced system, you can automate the organization and signing of documents, optimizing time and reducing operational errors.

Automated workflows for efficient document management

Generating documents from a CSV

Upload a CSV file with the necessary information and our system will take care of the rest. Folders will automatically be created in the document manager according to the defined structure, facilitating the organization and access to the files.

Smart business rules

Thanks to our innovative Smart Template , you can define pre-established business rules so that a single CSV can generate different contracts or other documents without the need for additional manual configurations. This allows for unprecedented scalability and adaptability in the automation of document processes.

Association with electronic signature flows

Our electronic signature flows allow generated documents to be automatically sent to the corresponding parties for signature, ensuring security and traceability in each process. From simple signature to advanced signature with international certifications, our platform covers all needs.

Newsletter automation

In addition to document signing, our system facilitates the generation and sending of newsletters for internal and external communication. Effectively inform employees, partners and customers with personalized and segmented communications.

Global access control with smart filters

Manage permissions and access to information on a massive scale with global filters. Define who can view, edit or sign documents based on customizable criteria, ensuring regulatory compliance and the protection of sensitive data.

Key Benefits

  1. Efficiency and time reduction: Automate the creation, organization and signing of documents.
  2. Flexibility and Scalability: Use business rules to adapt documents to different needs.
  3. Security and control: Establish global filters to manage access to information.
  4. Full integration: Connect with e-signature flows and newsletters in a single platform.

Optimize your company’s document management with our intelligent platform and take operational efficiency to the next level.

Hear directly from our valued customers!

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