The Low-Code Revolution: How Intelligent Document Automation Is Changing Work Forever
Every enterprise is chasing the same thing: More time. More sales. More growth. The right automation software makes it happen.
Good news: document automation tools can give you the time you need. How so? By streamlining the document creation and distribution process. That way employees are free to work on higher-value tasks. You know, the tasks that actually drive revenue.
The question is, which document automation tool is best for your company? The answer is a low-code solution like Experlogix.
Low-code document automation platforms will help you create and distribute documents automatically—just like pro-code platforms. But low-code solutions will also help you design document automations in less time. And you won’t need a lick of IT expertise.
With low-code intelligent document automation, you’ll set up custom document workflows and create new documents faster. The result? Your team will save countless hours.
If that sounds interesting to you, keep reading.
What is Intelligent Document Automation & Why Does It Matter?
Intelligent document automation is the use of artificial intelligence (AI) to quickly generate, use, and store business-related documents. These solutions have real-world benefits:
- Speed: Intelligent document automation tools help users complete document-related tasks quicker by reducing cumbersome tasks, such as manual data entry. Once a document workflow is built, users can create new documents in minutes. Doing so could help your enterprise become 21.3% more productive. Not bad!
- Compliance: Intelligent document automation tools also help users meet industry regulations. Think about it—when users don’t have to manually input data, they’ll make fewer errors. This, plus the fact that intelligent document automation uses AI to scan documents in search of non-compliance, eliminates compliance issues.
- Company Finances: As mentioned, intelligent document automation tools increase user productivity and compliance. Both of these things have financial implications. For example, more productive users can focus on tasks that drive revenue. And reliable compliance helps enterprise organizations avoid fines.
What is Low-Code Software (And Why is it a Game-Changer?)
Low-code software requires little to no coding to operate.
Users simply fire up the program they want to use, manipulate it to meet their needs, and then go about their day. Usually with a giant smile on their face. Here’s why:
- Productivity: You don’t have to be a tech whiz to operate low-code software. Why is that important? It means anyone can customize document workflows. They don’t have to wait for an IT professional to do it for them. This boosts team productivity.
- Experience: Your employees want to contribute to your enterprise. They can’t do that if they’re waiting for IT to adjust document workflows. Low-code software gives power to normal users, which boosts the employee experiences. Better employee experiences lead to improved customer experiences 90% of the time. So this is a big deal.
- Compliance: As mentioned, non-technical employees can use low-code software to design document workflows. Doing so produces reusable document templates. When you start with an industry-compliant template, all documents meet regulations. So, low-code helps users abide by strict compliance guidelines
- Cost Savings: You have to hire extra IT staff to update and maintain pro-code software. Worse, productivity grinds to a halt whenever IT builds new document workflows. Low-code software removes these problems, which leads to cost savings. In other words, the return on investment (ROI) of low-code tools is nothing to sniff at.
How Top Companies Use Low-Code Intelligent Document Automation Tools to Become Productivity Superheroes
Low-code intelligent document automation software is obviously beneficial. But is it really worth the time and effort it takes to implement? The companies below seem to think so…
Insurance
Many insurance brands use document automation software.
If they didn’t, they’d have to generate policies and claims paperwork themselves. Plus the files people outside the industry don’t think about. Things like renewal and cancellation emails, compliance and regulatory risk reports, etc.
Low-code intelligent document automation tools make it all easier. Take Coverys, for example, a medical professional liability insurance provider based in Boston.
Coverys chose Experlogix Document Automation to better use its 300+ existing templates. The migration process could have been a disaster. But Coverys completed it on time and budget thanks to Experlogix’s intuitive interface.
“I spoke to anyone who would listen about how life-changing Experlogix Document Automation is for us and how we’re going to be able to get so much done this year because we will no longer have to spend hours and hours generating files. So, thank you!” – Cait Merrigan Supervisor, Underwriting Systems Analysis at Coverys
Utilities
Most utilities companies are committed to intelligent automation.
They have to be, given how many contracts, onboarding materials, and invoices they send. Plus the incident, compliance, and ESG reports; maintenance documents; and consumption notes.
Low-code intelligent document automation tools ensure these documents are accurate. That way utilities companies can avoid costly fines.
Luminus is a prime example. Based in Belgium, Luminus partnered with Experlogix to send contracts faster. This has had a major impact on the company’s bottomline.
“The productivity gain for our sales representatives is huge. With Experlogix for Microsoft Dynamics 365, a single tap on their tablet creates and handles all their paperwork.”
– Jürgen Neysens, Channel Manager at Luminus RED
Financial Services
Banks, accounting firms, and mortgage brokers all fall under the “financial services” umbrella.
What do these companies have in common—besides the fact that they deal with money? They produce a ton of files, and must invest in reliable document management.
There’s the financial statements, loan and mortgage applications, and investment reports. There’s the compliance documents and customer onboarding files, too. It would be impossible to handle this much paperwork without automation tools.
ReliaFund is one of the leading payment processing providers in America. As such, they produce complex agreements that can reach 19 pages in length. 80% of these documents need customization, which takes time to complete.
With Experlogix Document Automation, ReliaFund slashed the time it spends on document-centric processes. It also enjoys improved accuracy of document handling and better compliance.
“Experlogix Document Automation has taken our process from half a day to instantaneous. Not just shortening the time but eliminating it.”
– Ross Fillingsness, EVP at ReliaFund
Manufacturing and Engineering
Enterprise manufacturing and engineering companies deal with some of the most complex documentation processes—product design files, intricate contracts, regulatory compliance reports, and procurement paperwork. Managing these manually is a bottleneck, but low-code intelligent document automation changes the game.
Take Husky Injection Molding Systems Ltd., which generates 3,000 quotes a month, each averaging $2 million in value. With customers making such high-stakes investments, precision and professionalism in documentation aren’t optional—they’re essential. “We ask our customers to make big investments in our equipment,” says Sergiy Fomenko, Project Manager at Husky. “The documents we deliver to them must be professional, accurate, and consistent.”
By implementing Experlogix Document Automation, Husky now delivers highly accurate, localized quotes in each recipient’s native language, significantly increasing sales and revenue.
Why Traditional Document Automation Is Holding Your Business Back
“The fastest-growing companies don’t waste time on manual document workflows. They automate, optimize, and scale—because time is the real competitive advantage.”
Of course, low-code document automation tools aren’t the only ones on the market.
Traditional document automation tools are still popular. While these tools are better than paper-based document processes, they’re far from ideal. Here are three reasons why:
The Need for Constant IT Intervention
“Traditional document automation tools can only be used by IT professionals. This is a problem because it keeps users from updating their own document workflows. They don’t have coding experience, and new document workflows must be re-coded.” – Erwin Buggenhout, a Product Manager at Experlogix
Traditional document automation tools are fine if you never change your document processes. But this isn’t realistic. At some point, you’ll need to update your automated document workflows.
When that time comes, low-code software will give you flexibility, allowing non-technical people to create, edit, and test new flows. Speaking of which…
A Lack of Customization and Flexibility
“Traditional document automation tools limit the control users have over document workflows. IT has to implement every change, which takes time. So necessary customizations are often pushed to the backburner.“ – Erwin Buggenhout, a Product Manager at Experlogix
As mentioned, traditional document automation tools are updated and maintained by professional coders. The result? Users are forced to implement subpar document workflows until IT can fix them. This decreases productivity and angers customers.
With low-code software, customizations are made in very little time. This flexibility helps teams maintain business and process efficiency, and keeps customers happy.
Difficulty Integrating the Full Tech Stack
“It’s hard for non-technical people to integrate traditional document automation tools. As such, the task is almost always completed by IT professionals. Of course, IT pros have a lot on their plate, so they can’t always build out the integration right away.” – Erwin Buggenhout, a Product Manager at Experlogix
Both traditional and low-code document automation tools need access to data. Without customer information, these apps can’t create usable quotes, contracts, and other files.
How do document automation tools get the data they need? By integrating with other solutions. But traditional automation tools are tricky to integrate—at least, for normal folks.
Low-code intelligent document automation apps usually feature plug-and-play integrations. This allows users without coding experience to build integrations in minutes.
Here’s a quick comparison of traditional and low code intelligent document automation:
| Feature | Traditional Document Automation | Low-Code Intelligent Document Automation |
|---|---|---|
| Speed | Slow, manual data entry | AI-powered, real-time automation |
| Error Rate | High, due to human input | Low, thanks to machine learning |
| Scalability | Limited, not cloud-native | Scales to handle complex workflows |
| Integration | Requires IT development | Plug-and-play with existing systems |
3 Easy Steps to Automate Your Documents (Without IT Headaches)
Ready to commit to a low-code intelligent document automation tool? Great! Here’s a three-step process to implement your tool of choice and level up your enterprise:
Step 1: Identify New Business Needs
You’ve spent a lot of time and money building business workflows. I bet this is especially true when it comes to your document-related processes. You’re not going to get rid of them.
Instead, identify a new business need. For example, you might want to create a new kind of contract. Or insurance policy. Or customer communication template.
Then, commit to creating this document yourself, using low-code intelligent document automation. That way your IT department doesn’t have to get involved.
In Practice: Coverys, a leading medical professional liability insurer, relied on an outdated document process that consumed countless hours. Their team struggled with managing 300+ templates, slowing down operations and increasing the risk of errors. By adopting Experlogix Document Automation, they transformed their workflow—cutting document generation time drastically and allowing employees to focus on higher-value work. As one team member put it, “We no longer have to spend hours generating files—we’re finally free to do what matters.”
Step 2: Expand the Portfolio of Tools You Use
Next, choose a low-code intelligent document automation tool.
The right one will be easy to use, have top features, and integrate with your current business systems. It’s a tall order…
Fortunately, Experlogix Document Automation fits the bill for most enterprises. Our platform is intuitive, powerful, and integrates with Microsoft Dynamics 365 and Salesforce. In other words, it has what you need to streamline your document creation process.
| Want to learn more about what Experlogix Document Automation can do for your company? Sign up for a free demo today to see our industry-leading tool in action! |
Step 3: Automate Your First Document Workflow
Last, ask someone on your team—like a CRM administrator—to create and test a document workflow. You know, instead of asking your IT department to do it for you.
Once the flow is built, start using it. Does it work the way you want it to? If not, ask your CRM admin to tweak it. As long as they use a platform like Experlogix, they’ll be able to do it in a few minutes. Much better than the weeks it will take your IT team, right?
Turbocharge Your Productivity With the Right Document Automation App
A low-code intelligent document automation will give your enterprise more time.
First, because it will allow your employees to generate and send documents in minutes. And second, because it will enable your team to customize workflows without IT. This fact alone could save your company months of effort, which is why it’s so important.
When it comes to low-code intelligent document automation, choose Experlogix. Our Document Automation platform is super easy to use. It’s also powerful, integrates with popular enterprise solutions, and won’t break the bank.
Ready to see how fast your business runs when the paperwork runs itself? 👉 Try Experlogix for free.
Intelligent Document Automation FAQs
What is Intelligent Document Automation?
Intelligent document automation (IDA) tools use AI to quickly generate and send documents. IDA software improves enterprise productivity, helps ensure compliance, and saves money. As such, it’s an important tool in most enterprise tech stacks. Especially for insurance, banking, and manufacturing companies.
What is Intelligent Document Processing?
Intelligent document processing (IDP) apps read, understand, and organize data from documents. IDP tools are extra helpful when processing unstructured data in PDFs, Word files, etc. Regardless of use case, IDP cuts human errors due to manual data entry, and shrinks processing times.
What is the Difference Between IDP and RPA?
Intelligent document processing (IDP) solutions use AI to analyze documents with unstructured data. Robotic process automation (RPA) solutions allow machines to complete simple, repetitive tasks. The main difference between them is complexity. IDP tools can handle complicated documents, while using data to inform future actions. RPA tools can only follow predefined processes.
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