Document generation
Quotes, contracts, invoices and reports assembled automatically from your data.
Document Automation
Automate document processing and generation
Formatting documents and extracting data from them takes needless time. IT-TOGO automates both sides: quotes, contracts and reports that generate themselves, and incoming documents from which data is captured automatically.
Document Automation
Documents cost time on both sides
Outbound, quotes, contracts and reports have to be formatted manually — often with copy-paste from multiple sources. Inbound, data from PDFs and forms has to be retyped by hand.
Document automation tackles both sides. Outgoing documents are generated automatically from your data; incoming documents are read and their data structured automatically — with AI for the parts once too fuzzy to automate.
Document Automation
What IT-TOGO builds
Automation for the full document flow, outbound and inbound.
Data extraction
Automatically read data from incoming PDFs, emails and forms.
Smart processing
Classify, summarise and route documents to the right flow.
Archiving & linking
Automatically store documents and link them to the right file or system.
Document Automation
Concrete applications
- Automatically create quotes from CRM data
- Generate contracts with the right clauses and data
- Automatically read data from incoming invoices
- Turn forms into structured data
- Assemble reports automatically on a schedule
- Classify documents and file them correctly
Document Automation
What it brings your business
Ready faster
Documents are ready in seconds instead of after manual work.
Consistent formatting
Every document follows the same house style and structure.
Less retyping
Incoming data is structured automatically.
Retrievable
Documents are archived and linked automatically.
Document Automation
Integration options
Document flows pull data from and write data to your existing systems:
- CRM and ERP (e.g. Teamleader, Odoo, Exact Online)
- Microsoft 365 & Google Workspace
- Email and shared mailboxes
- Accounting and invoicing software
- Document storage and DMS
- Databases and REST APIs
Document Automation
Our technical approach
- 01Map the document flow
We determine which documents come from where and go where.
- 02Template & extraction
We build templates for generation and logic for extraction.
- 03Test on real documents
We validate on your own documents and edge cases.
- 04Rollout & optimisation
Go live with quality checks and keep improving.
Document Automation
Security & privacy
Documents and the data within them are processed within the EU, encrypted in transit and at rest. AI processing runs through European endpoints where possible.
We document where documents are stored and processed, and sign a data processing agreement together. GDPR is the baseline.
Document Automation
Frequently asked questions about document automation
Which documents can you automate?
Both outgoing documents (quotes, contracts, invoices, reports) and incoming ones (invoices, forms, PDFs to extract data from). Together we look at which document flow costs the most time.
How reliable is the data extraction?
We combine AI with validation rules and, where needed, a human check for borderline cases. That keeps quality high and lets you control what proceeds automatically.
Do our documents keep their house style?
Yes. Generated documents follow your templates and house style, so every document looks consistent and professional.
Does this connect to our accounting or CRM system?
Yes. Through API integrations we pull data from your CRM or ERP for generation, and write extracted data back to your accounting or document system.
Document Automation
Related services
Contact
Ready to make your admin smarter?
Tell us briefly which process costs you time today. We'll think along about a practical solution — no commitment, just concrete advice.