ThinkAutomation is a workflow automation solution that simplifies document automation by processing, creating, extracting, and managing data from documents without manual effort. Whether handling PDFs, Word and Excel files, scanned images, or email attachments, ThinkAutomation can automatically extract key information, classify content, convert formats, and integrate data into your business systems. Workflows can be set up to parse incoming documents, validate information, store records in databases, trigger approvals, or generate automated responses.
AI enhances document automation by extracting, classifying, and processing data from scanned files, documents, and unstructured text. It can identify key details, automate decisions, summarize content, translate text, and redact sensitive information. With AI-powered workflows, businesses can reduce manual tasks, improve accuracy, and streamline document handling.
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Create formatted documents and save as PDF, Word and other formats. Create or update Excel spreadsheets and save as PDF, CSV and other formats. Attach documents to outgoing emails. |
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Convert PDF, Word, Excel, Richtext, HTML and images to text, PDF, Word, Images & HTML. |
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Automate printing of documents and incoming attachments. |
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Automate text extraction from documents and incoming attachments. |
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Save documents and attachments to local file storage, FTP or cloud upload. |
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Use AI to extract data from unstructured text, or to classify, summarize, anonymize or translate document text. |
ThinkAutomation streamlines document processing by handling local files, cloud storage documents and email attachments. It converts PDFs, Word, Excel, OpenDoc, and HTML files into plain text for data extraction, applies OCR to extract text from images, and supports format conversion (e.g., Word to PDF, Image to PDF). For example, a web form submission can trigger an automation that retrieves product pricing from a database, generates a formatted quotation in Excel, converts it to a PDF, emails it to the customer, and uploads it to cloud storage for backup or sharing.
Whether you have a few core document processing needs or want to integrate document automation into a larger workflow, ThinkAutomation adapts to your requirements. With flexible, rule-based processing, you define the conditions - 'if this, then that' - and ThinkAutomation executes them seamlessly. For example:
| If | And | Then |
| If the inbound email contains an attachment. | If the sender email matches a customer CRM record. | Upload the attachment to the customer's folder on OneDrive. |
| If the attachment contains the word 'CV', 'Resume' or 'Curriculum Vitae'. | The attachment is a PDF document. | Extract the candidate text data, parse it, save to a database and send a confirmation email. |
| If a new quote PDF document is found on a folder on your system. | The extracted email address is not blank. | Send an email to the customer with the quote attached and schedule an automated follow-up email in 7 days time. |
Ease your document automation with a free trial of ThinkAutomation
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