Every enterprise is chasing the same thing: more time, more sales, more growth. The right automation software makes it possible.
Document automation tools can give you that time back by streamlining document creation and distribution—so employees can focus on higher-value work that actually drives 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 can create and distribute documents automatically—just like pro-code platforms. The difference is speed and accessibility: low-code helps you design document automations faster, without requiring deep IT expertise.
With low-code intelligent document automation, you can set up custom workflows and create new documents faster. The result: your team saves countless hours.
If that sounds interesting, keep reading.
What is Intelligent Document Automation & Why Does It Matter?
Intelligent document automation is the use of artificial intelligence (AI) to generate, use, and store business documents more efficiently. These solutions have real-world benefits:
- Speed: Intelligent document automation tools help teams complete document-related work faster by reducing manual tasks like data entry. Once a workflow is built, users can generate new documents in minutes. Doing so could help your enterprise become 21.3% more productive.
- Compliance: Intelligent document automation tools support compliance by reducing manual entry errors. Many also use AI to scan documents and detect potential non-compliance before documents go out the door.
- Company Finances: Higher productivity and stronger compliance both impact financial performance. Productive teams can spend more time on revenue-driving work, while reliable compliance helps reduce risk and 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 open the tool, configure it to meet business needs, and move on—without waiting on development cycles. Here’s why that matters:
- Productivity: Low-code tools don’t require specialized engineering skills, which means more people can customize document workflows and keep work moving without IT bottlenecks.
- Experience: Employees want to contribute, but they can’t if they’re stuck waiting for IT to make changes. Low-code gives power to business users and improves the employee experience. Better employee experience improves customer experience 90% of the time.
- Compliance: When non-technical users can update document workflows quickly, it’s easier to keep templates aligned with changing compliance requirements. Standardized, reusable templates also reduce variability and errors.
- Cost Savings: Pro-code platforms often require additional IT hires for upkeep and changes, and productivity slows when workflow updates are queued. Low-code reduces that drag, improving ROI.
Get started with low-code document automation today.
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 manually—plus renewal and cancellation notices, compliance and regulatory risk reports, and other high-volume documents most people never see.
Low-code intelligent document automation tools make it easier to scale and maintain these processes. 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 on 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 incident, compliance, and ESG reports; maintenance documents; and consumption notes.
Low-code intelligent document automation helps ensure these documents are accurate, which reduces risk and helps utilities avoid costly fines.
Luminus is a prime example. Based in Belgium, Luminus partnered with Experlogix to send contracts faster—improving turnaround time and supporting better business performance.
“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 massive amount of documentation and need reliable document management to maintain accuracy and compliance.
There are financial statements, loan and mortgage applications, and investment reports—plus compliance documents and customer onboarding files. Handling this volume without automation is a bottleneck.
ReliaFund is one of the leading payment processing providers in America. They produce complex agreements that can reach 19 pages in length. 80% of these documents need customization, which takes significant time.
With Experlogix Document Automation, ReliaFund reduced time spent on document-centric processes and improved both accuracy and 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 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 accurate, localized quotes in each recipient’s native language—supporting stronger buying experiences and increased 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.”
Low-code document automation tools aren’t the only option on the market.
Traditional document automation tools are still common. They’re better than paper-based processes, but 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 work fine if your document processes never change. But that’s not realistic. Eventually, you’ll need to update workflows.
Low-code tools give you flexibility: non-technical users can create, edit, and test new flows quickly—without waiting for IT.
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
When changes require professional coders, teams often live with subpar document workflows until IT can prioritize improvements. That hurts productivity and frustrates customers.
With low-code software, customizations can be made quickly—supporting process efficiency and better customer outcomes.
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 generate accurate quotes, contracts, and other critical documents.
That means integration is non-negotiable. Traditional tools can be tricky to integrate without technical expertise, which puts you back in the IT queue.
Low-code intelligent document automation platforms typically include plug-and-play integrations, letting non-developers connect systems faster.
Here’s a quick comparison of traditional and low-code intelligent document automation:
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 invested time and money into business workflows—especially document processes. You’re not going to get rid of them.
Instead, identify a new business need. For example: a new contract type, insurance policy, or customer communication template.
Then commit to creating that document yourself using low-code intelligent document automation—so your IT department doesn’t need 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.
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 strong features, and integrate with your current business systems. It’s a tall order.
Experlogix Document Automation fits that need for many enterprises. It’s intuitive, powerful, and integrates with Microsoft Dynamics 365 and Salesforce—supporting streamlined document creation at scale.
Want to learn more about what Experlogix Document Automation can do for your company?
Sign up for a free demo today to see the platform 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 instead of routing every request through IT.
Once the flow is built, start using it. Does it work the way you want it to? If not, have your CRM admin adjust it. With a platform like Experlogix, those changes can happen in minutes rather than the weeks an IT backlog can introduce.
Turbocharge Your Productivity With the Right Document Automation App
A low-code intelligent document automation platform will give your enterprise more time.
First, it enables employees to generate and send documents in minutes. Second, it allows your team to customize workflows without IT. That flexibility can save months of effort over the life of your program.
When it comes to low-code intelligent document automation, choose Experlogix. The platform is easy to use, powerful, integrates with popular enterprise systems, and is designed to scale.
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 generate and send documents more efficiently. IDA software improves enterprise productivity, helps support compliance, and saves money. As such, it’s an important tool in many enterprise tech stacks—especially in insurance, banking, and manufacturing.
What is Intelligent Document Processing?
Intelligent document processing (IDP) tools read, understand, and organize data from documents. They’re especially useful when processing unstructured data in PDFs and Word files. IDP reduces human errors from manual data entry and shortens processing times.
What is the Difference Between IDP and RPA?
Intelligent document processing (IDP) uses AI to analyze documents with unstructured data. Robotic process automation (RPA) automates simple, repetitive tasks. The main difference is complexity: IDP can interpret and extract meaning from documents, while RPA follows predefined rules and workflows.
