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Document Automation:

A quick win on your digital transformation journey

Documents are prevalent throughout organizations; they are the lifeblood that keeps sales teams and lines of business ticking day-to-day. However, all too often documents are an overlooked component of digital transformation.

Step back and think about the immense business benefits to be gained by automating everyday inefficient tasks and processes like manual document creation, chasing internal approvals and document signatures.

Watch the session to learn:

  • The five fears of automation and how to help your peers overcome them
  • What’s to be gained from automating and streamlining document-centric processes
  • How to utilize existing Salesforce data to generate and route the documents your business relies upon
  • The measurable business impacts enabled by document automation


Matthew Hutchison
Product Marketing Director

David Stephen
Technical Evangelist