Automation

Save time and ensure consistency by automating document workflows, notifications, and routine tasks.

Intuitive Rule Creation

Design powerful automation rules without programming knowledge:

  • Visual rule builder with drag-and-drop interface
  • Condition-based triggers for document events
  • Multiple action types for each rule
  • Rule templates for common automation needs
  • Testing and validation before activation

Create rules that automatically process documents based on their properties, content, or workflow stage.

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Rule Creation
Automated Notifications

Comprehensive Notification System

Keep everyone informed with customizable automated notifications:

  • Email notifications for document status changes
  • In-app alerts for assigned tasks
  • Reminder notifications for approaching deadlines
  • Escalation alerts for overdue items
  • Custom notification templates with dynamic content

Ensure timely action on documents with automatic notifications to the right people at the right time.

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Flexible Scheduled Tasks

Automate routine document processes with scheduled tasks:

  • Schedule document processing operations
  • Automatic document archiving based on age or status
  • Recurring report generation
  • Regular system maintenance operations
  • Custom scheduling options (daily, weekly, monthly)

Set up automated tasks to handle routine operations without manual intervention.

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Scheduled Tasks
Document Processing

Automated Document Processing

Process documents automatically with content-based rules:

  • Auto-categorization based on document content
  • Metadata extraction from document text
  • Automated OCR processing for scanned documents
  • Format conversion based on document type
  • Content-based routing to appropriate workflows

Let the system handle repetitive document processing tasks while maintaining consistency and accuracy.

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Workflow Automation

Automate document movement through workflows based on conditions and events:

  • Condition-based workflow stage transitions
  • Automatic document assignment to appropriate staff
  • Deadline-based escalation procedures
  • Multi-step approval automation
  • Exception handling for special cases

Keep documents moving through your organization with minimal manual intervention.

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Workflow Automation

Automate your document processes

Let YottaDM handle routine tasks while you focus on what matters most.

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