AI Application
Automated document generation that fills templates with your organization's real data
Doc Studio is an automated document generation app on Phak AI for creating and managing your organization's standard documents. It pulls real data from the central knowledge base and project work into templates for quotes, invoices, delivery notes and reports. The AI assistant drafts documents from your organization's knowledge, and people review every document before it goes out.
- Standard document templates
- Product data and catalogs
- Customer and job data
- Drafts the documentReal data goes into the template, no retyping
- Team reviews before sendingAI drafts, people decide
Where does repetitive document work eat your team's time?
Retyping the same details
Customer names, item lists and job details get copied from several files into every document.
Many versions of a template
Everyone keeps their own template, so documents go out with different layouts and different terms.
Assembling document packs by hand
A handover job needs certificates, reports and supporting documents gathered by hand from several sources.
Proposals and emails take time
A proposal to a corporate customer has to refer to product details and past jobs, so the team searches before writing every time.
What can automated document generation do?
- A shared document template library so everyone uses the same version
- AI assistant drafts emails, proposals and documents from knowledge in the knowledge base
- Templates specific to your organization
- Automatic document generation, such as quotes, invoices, delivery notes and reports, from the central knowledge base and project data
- Automated document approval workflows
How is Doc Studio designed to work?
Keep templates in one place
Collect your organization's standard document templates in the knowledge base.
Choose the document
Pick the document type and the job or customer it relates to.
Fill it with real data
The system pulls data from the central knowledge base and project work into the template.
A person reviews before use
The responsible person checks, edits and confirms every document before it goes out.
Example requests teams can make today
What Doc Studio does and does not do
What Phak AI does
- Phak AI helps bring document templates together so everyone uses the same version.
- Phak AI helps draft documents and emails from your organization's knowledge.
- Phak AI helps make sure a person reviews every document before it is used.
What it does not do
- It does not issue official documents in place of your accounting system or ERP.
- It does not send documents to customers without a person reviewing them.
- It does not sign or certify documents on behalf of an authorized person.
What data is needed
- The standard document templates your organization uses now
- Product data and catalogs in the central knowledge base
- Related customer and project data
- A person responsible for reviewing and confirming each type of document
Frequently asked questions
What documents can Doc Studio create?
Doc Studio creates standard documents such as quotes, invoices, delivery notes and reports from the central knowledge base and project data, and the AI assistant drafts emails or proposals from knowledge in the knowledge base. People review every document before use.
How is this different from using templates in plain Word?
Doc Studio is designed to pull real data from the central knowledge base into templates, so nobody copies from several files. Everyone uses the same template, so the documents that go out are consistent.
What if our organization has its own document templates?
Send the templates you use today. The team sets them up to pull data from the central knowledge base and project work, and assigns a reviewer for each document type. Talk to the Phak AI team.
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