DOCUMENT AUTOMATION
Instantly process and deliver any document
Who has time to review and enter data from inbound documents or build outbound documents from scratch? With Nintex AI, you can easily understand and process any document or image, and generate custom, data-rich docs in multiple formats and languages.
MINIMIZE CONTENT REVIEW, DATA ENTRY
AI document processing
Instantly understand documents and images used in your workflows to accelerate business. Use built-in AI actions to instantly extract, translate, summarize, and analyze sentiment in inbound documents and images — minimizing content review. Automatically identify and pull key data such as names, dates, or financial details from inbound forms, invoices, and reports to eliminate manual data entry and accelerate workflows.
Power smarter document workflows
Accelerate high-value use cases
Built-in AI actions help financial institutions, government agencies, and manufacturers extract insights from inbound loan applications, permits, claims, and compliance documents. Instantly summarize content, translate multi-language submissions, and analyze sentiment to speed up decision cycles and improve response times.
Automate data extraction from mission-critical documents
Minimize manual data entry in repetitive processes like loan origination, benefits eligibility verification, and purchase order processing. Use AI to identify and extract key data points such as applicant names, financial figures, dates, and asset IDs from forms, invoices, POs, shipping manifests, and government records with high accuracy.
Streamline document generation for workflows
Automatically generate tailored documents including loan agreements, insurance quotes, inspection reports, citizen correspondence, and onboarding packets. Pull data from core systems, use multiple languages, and route documents instantly for review or e-signature — enabling faster service delivery and compliance.
How Nintex makes work better
Simplify
Improve operational clarity with automated text extraction
Streamline complex document workflows like loan applications, permit requests, and compliance reporting using AI-powered content understanding. Nintex extracts, translates, summarizes, and analyzes inbound documents to reduce manual review.
Accelerate
Shorter cycle times for finance and ops teams
Speed up critical processes such as claims, contract reviews, and supplier onboarding by automating data extraction. Nintex uses AI to pull names, dates, and financial details from forms and reports — with fewer errors.
Generate
Stronger governance and more consistent execution
Create accurate, compliant documents — like tax forms, loan agreements, and inspection reports — on demand. Nintex supports multilingual output, e-signature routing, and automated delivery in Word or PDF formats.
Connect
Drive CIO-led digital modernization
Integrate data from CRMs, ERPs, and legacy systems into automated document workflows. Nintex dynamically merges information across platforms to improve accuracy and reduce manual effort. The result? Better financial controls, organization-wide.
Optimize
Improve business efficiency without adding headcount
Reduce costs and scale operations by automating end-to-end document processing and generation. Nintex eliminates manual steps in workflows like loan servicing, citizen requests, and order fulfillment.
Workflow automation
- Streamline document-centric processes with powerful Nintex Workflow automation. Build smart workflows by simply dragging and dropping or asking an AI agent to build one for you.
- Complete a form, process a document, route for review, generate a document, route for approvals, and send for e-signature — all in a single workflow.
DocGen + Salesforce
DocGen for Salesforce App
Tired of document management headaches in Salesforce? Meet the game-changing Nintex DocGen® for Salesforce app, available from the Salesforce App Exchange.
- Generate, manage, and send documents with AI-powered precision, directly within Salesforce.
- No more error-prone, manual document creation or system-hopping — just intelligent automation that links your documents to the right records effortlessly, helping your team work smarter, not harder.
Nintex use cases
Explore ways to use document automation
Quote to cash
Automate your quote-to-cash process to keep your business moving forward.
Contract management
Finalize contracts more easily, close deals quicker, and make more time for other business. See how Nintex can help with sales contract management.
Customer onboarding
Ensure seamless customer onboarding and deliver services as easily as possible.
Accelerate your document automation onboarding
Jump-start your Nintex document automation implementation with expert training, mentorship, and guidance from Nintex Professional Services.
FAQs
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How can Nintex DocGen improve our document workflows for larger teams?
Nintex DocGen takes the pressure off large teams by automating the entire document creation process. It pulls real-time data from your systems to generate accurate, professional documents quickly. This helps reduce manual work, avoid errors, and keep everything moving efficiently, whether you’re managing contracts, quotes, or compliance paperwork.
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Can Nintex integrate with our existing systems?
Yes. Nintex DocGen works with the tools you already use, including CRMs, ERPs, and cloud storage platforms. It pulls in the latest data automatically, so your documents are always accurate and ready to go.
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What types of documents can be generated with Nintex?
Nintex can generate a wide range of business documents, including contracts, invoices, quotes, proposals, and reports. You can output them as Word, Excel, PowerPoint, or PDFs, and customize each one with your branding, formatting, and business rules.
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How does Nintex ensure compliance in document generation?
Nintex supports compliance by using pre-approved templates, version control, and automation to ensure documents follow your policies and industry standards. It also creates a clear audit trail so you can track changes and maintain accountability at every step.
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What support is available for implementing Nintex in a larger organization?
Nintex offers training, professional services, and helpful resources to support a smooth rollout. Whether you’re just getting started or fine-tuning your setup, your team has access to the tools and guidance needed to succeed.
See for yourself
Try Nintex Document Automation for free
Experience our user-friendly platform.