AIIntelligent CSV Automation
One CSV.
A connected document workflow.
Turn structured data into organized documents, electronic signature flows and personalized communications. Reduce repetitive work with smart templates and business rules that fit your organization.
- Generate documents from a CSV file
- Organize folders using your defined structure
- Connect signing, communications and access rules
| A | B | C | |
|---|---|---|---|
| 1 | Record ID | Recipient | Template |
| 2 | REC-001 | Person 001 | Agreement A |
| 3 | REC-002 | Person 002 | Agreement B |
| 4 | REC-003 | Person 003 | Agreement A |
| 5 | REC-004 | Person 004 | Agreement C |
Illustrative spreadsheet with fictional records. No customer or employee data is shown.
Automated document management
Less repetitive work. More connected processes.
Create documents intelligently and connect them to electronic signature flows or newsletters for internal and external communication. Automate document organization and signing to save time and reduce operational errors.
What you can automate
From structured data to the next action.
Document creation & folders
Upload a CSV with the required information. Generate documents and automatically create folders in the document manager according to your defined structure.
Smart business rules
Use Smart Template to define pre-established rules so that one CSV can generate different contracts or documents based on your configured logic.
Electronic signature flows
Send generated documents to the corresponding parties through your configured electronic signature flows, keeping the process connected and traceable.
How it works
Prepare once. Put your workflow in motion.
Prepare your data
Organize the required fields in your spreadsheet and prepare the CSV file for your workflow.
Define your rules
Configure Smart Template, the document structure and the business rules to apply.
Generate & organize
Upload the CSV to generate documents and place them in the folders defined for the process.
Send & manage
Connect the results to signing or communication flows, with access controlled by your configured filters.
Smart Template in practice
Different records. The right document for each one.
Business rules connect your source data to document types, folder structures and workflows. Define the logic in advance to adapt a single CSV to different needs.
| A | B | C | D | E | |
|---|---|---|---|---|---|
| 1 | Record ID | Department | Document | Folder | Flow |
| 2 | REC-001 | Operations | Agreement A | Team A | Flow 01 |
| 3 | REC-002 | Finance | Agreement B | Team B | Flow 02 |
| 4 | REC-003 | Operations | Agreement A | Team A | Flow 01 |
| 5 | REC-004 | People | Agreement C | Team C | Flow 03 |
Illustrative field names and routing values. The actual columns and rules depend on your configured template.
Newsletter automation
Keep your audiences informed.
Generate and send newsletters for internal and external communication. Reach employees, partners and customers with personalized, segmented communications.
Global access control
Put permissions into the process.
Use global filters and customizable criteria to define who can view, edit or sign documents. Manage access at scale and support the protection of sensitive information.
Key benefits
A scalable approach to document operations.
Efficiency
Automate document creation, organization and signing to reduce repetitive tasks.
Flexibility
Adapt documents to different needs through pre-established business rules.
Control
Manage access to information through global filters and defined permissions.
Integration
Connect electronic signatures and newsletters within a single platform.
Customer experiences
Hear from teams using the Legale platform.
“After evaluating different alternatives, we decided to integrate Despapeliza’s document management platform due to a need to move forward as a company towards digitalization. Thanks to the autonomy in configuration, we have covered different areas of the company, automating internal and external workflows, managing to eliminate paper and save resources. Our users have become accustomed to the ease of the platform, demanding digitalization in more company processes.”
“Thanks to the ease of use of the solution, we achieved rapid adoption of the tool and reduced signing times from 7 days to just hours in processes of board minutes, committees and commercial agreements. We save 100% of the expenses associated with the transportation of documents and the collection of signatures in different communities, and even outside Santiago.”
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Make your data work for you
Build your next automated workflow.
Let’s explore your document, signing and communication needs.