Document map
Document types, approvers, storage, fields needed in CRM/1C.
Document workflow automation is a chain: intake → data extraction → approval → archive in CRM/ERP. AI is not always needed — workflow and OCR often suffice.
Typical pains: contracts lost between email and file shares, approvals take days, templates scattered across employee folders.
We design approval routes with notifications, deadlines and audit trails. Documents link to CRM deals and 1C orders.
Pain points
- Documents lost between email, CRM and file shares
- Contract approval takes days
- Templates live in scattered files
We implement
- Approval chains and notifications
- Data extraction from PDF/scans
- CRM, ERP and knowledge base links
How we automate documents
Workflow & OCR
Approval chains, field extraction from PDF/scans, template auto-fill.
Integrations
CRM, 1C, email, EDI. Versioning and action log.
Impact
−70%
contract approval time
0
documents lost between systems
minutes
instead of hours for scan batches
Package
Business process automation
Process audit, automation setup, CRM and document integrations, team training.
Service details →Featured case
OCR pipeline for accounting
Manual entry of invoice and act details from scans.
OCR + field extraction + export to accounting system.
Batch processing in minutes, fewer input errors.
Document workflow FAQ
- Need separate EDI?
- Depends on requirements. Often we start with internal workflow + existing EDI integration.
- AI or OCR?
- OCR + rules for structured docs. AI for non-standard text and classification.
- On-prem compliance?
- Yes — isolated deployment and data retention policies.
Contact
Discuss your project
Describe the process or integration — we reply within 4 business hours.