Go Back

Multi-System Document Automation
• Built an end-to-end automation that transformed a 1-2 week manual process into a single form submission.
• System has generated 50+ documents to date across approximately 6 clients. Built-in error handling sends notifications if any step in the automation fails.
Before the system, each document required extensive research and manual development time. Now: client completes intake form → system processes responses → document generates automatically in designated folder with client name → content populates based on prompt logic → formatting applies automatically.
• System has generated 50+ documents to date across approximately 6 clients. Built-in error handling sends notifications if any step in the automation fails.
Before the system, each document required extensive research and manual development time. Now: client completes intake form → system processes responses → document generates automatically in designated folder with client name → content populates based on prompt logic → formatting applies automatically.



