This guide is about the “Docgen” category. These apps let you make documents from your Salesforce data.
Automation
Xodus Case Study
About Xodus Xodus is a global energy consultancy providing engineering, advisory, environmental and sector-development expertise to help their clients develop, operate and transition energy projects responsibly. Problem The process to approve Employee expenses and...
Ark Teacher Training Recruitment Case Study
The ATT Recruitment team are responsible for attracting candidates to apply for a place on their teacher training programme, as well as guiding applicants through the recruitment process, building relationships with schools, and placing successful applicants with a...
7 Daily Tasks AI and N8N Can Do For You
The average UK office worker spends 90 minutes each day on tasks that could run themselves. Filing emails, transcribing data, chasing approvals. A silent tax on productivity that most firms simply accept as the cost of doing business. It is not a new problem. As the...
Carers In Bedforshire Testimonial
Carers in Bedforshire Carers in Bedfordshire (CiB), a carer support charity, had appointed a new CEO and she realised that the database used for client data and management information was a major risk. It was dependent on one sub-contractor for any amendments and its...
Buy Back Your Week – 7 Ways AI Eliminates Business Busywork
Key Takeaways: AI handles the reading, you make the decisions. Tools like ChatGPT and Claude can review contracts, summarize lengthy documents, and extract key information in under a minute-saving 20-40 minutes per document. You stay in control while AI does the...
AI Workflow Automation For Small Business
Automation isn’t just some fancy tech upgrade you can put off until next quarter – it’s the difference between you running your business and your business running you. You’re probably spending hours each week on repetitive tasks that could...
SOAP vs REST API: A Primer for Non-Techies
SOAP and REST APIs might seem like complex technical jargon, but if you're working with business systems or managing digital projects, you'll need to understand their basics. These two fundamental methods of communication between software applications serve different...
Clicks, Not Paperwork – Automating Documents and Invoices with Salesforce
Over time, managing paperwork can become overwhelming and inefficient. By leveraging Salesforce’s automation capabilities, you can transform your document handling and invoicing processes, saving valuable time and reducing errors that often accompany manual...
Streamline Hiring: Using Salesforce as Your ATS Solution
Using Salesforce As an Applicant Tracking System Over time, traditional hiring methods have become outdated, leaving you at a disadvantage in attracting top talent. By leveraging Salesforce’s powerful capabilities, you can transform it into an efficient Applicant...
Use Salesforce to sell your curriculum products
Learn how to sell your curriculum products with Salesforce, automate quotes and e-sign contracts. Send your efficiency through the roof,