Document Automation – Generative AI Cheat Sheet

What is Generative AI document automation? Key technology roles in document automation Key benefits of Generative AI document automation
Generative AI document automation uses advanced machine Role of AI model: Serves as the engine for generative AI-based • Efficiency: Bring unprecedented speed and accuracy to
learning algorithms to automate document ingestion, creation, document automation, leveraging machine learning to understand document consumption and summarization
customization, and summarization, which substantially improves and generate human-like text, ensuring the correct format, style, • Customization: Tailor documents to specific standards
how an organization can manage many documents at scale. and context for the output document. and formats
Organizations can accelerate the creation of contracts, reports,
Role of data: Data plays a key role in informing the AI model about • Productivity: Reduce manual document creation efforts
invoices, and legal documents using a Generative AI model that
specific needs, standards, and document personalization. • Scalability: Adapt easily to different scales of operation, from
learns from existing defined formats, language, and
organizational templates. Document automation combines data Role of prompts: Prompts guide the AI model by specifying the manually-created documents from individual projects to large-
points from key integrated data sources and workflow task, tone, style, or content requirements, acting as directions to scale production.
management tools to ensure that generated documents are shape and specify the final output document. • Integration: Leverage vast datasets, formats, and standards
aligned with defined standards and processes. for informed and contextually relevant output.

Document pipeline automation Data entry and extraction Report and template generation Proactive communications
Generative AI can streamline the creation, Automate the process of inputting data into Compile data from multiple sources into Enable automated creation of proactive and
categorization, and analysis of documents at systems and extracting key information from comprehensive, coherent reports and personalized, context-aware emails, letters,
scale, enabling enhanced productivity, various documents, such as invoices, forms, templates tailored to specific audiences, such and notifications that significantly enhance
reduced human errors, and greater and contracts. This reduces manual labor, as management, clients, or regulatory bodies. customer engagement and satisfaction by
consistency across all documentation and the minimizes errors, and accelerates data This ensures timely insights and decision tailoring each message to meet individual
content creation pipeline. processing, allowing for quicker decision- support while presenting complex data in an preferences and inquiries, streamlining the
making and analysis. accessible format. communication process.
Suggested example prompts:
Suggested example prompts: Suggested example prompts: Suggested example prompts:
1. Personalized onboarding:
“Generate personalized onboarding documents 1. Invoice data extraction: "Extract total 1. Financial report: "Generate a quarterly 1. Email: "Generate a personalized
for new employees based on internal corporate amount, vendor name, and due date financial performance report for customer response to an inquiry about
documentation, including welcome letters, from a batch of scanned invoices." CFOs summarizing revenue growth, a delayed shipment, including an
training schedules, and policy handbooks." expense trends, and profit margins." apology and a delivery estimate."
2. Data entry form: "Input customer
2. Product manuals: “Create a series of detailed information from filled-out registration 2. Document template: "Generate a template 2. Reminder letter: "Draft a gentle
product manuals and user guides for a new forms into the CRM system." for new hire welcome packets, including payment reminder letter for accounts
software application based on developer company history, policies, and first-week overdue by 30 days."
documentation and release notes." 3. Contract info extraction: "Identify and
agenda."
summarize the key obligations and 3. Newsletter: "Create a monthly
3. Document template: "Generate a template termination clauses from a set of lease 3. Environmental report: "Compile an newsletter focusing on new product
for executive summary packages, including environmental impact report for our CEO
agreements." features, customer stories, and
company performance history, SWOT analysis, of the past year, highlighting upcoming events."
and financial planning." sustainability initiatives and outcomes."

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