What can you do with Hyland Automate?

• Hyland Automate is a versatile, process automation and orchestration, solution designed to transform how businesses manage digital content and workflows.

• Automate empowers organizations to optimize operations by harnessing AI and low-code capabilities to ease user-driven, content-centric process automation and innovation.

• Automate connects with key business solutions, allowing for a unified content universe and more efficient, accurate automation capabilities.

Businesses today are overwhelmed by a growing mountain of content and the associated repetitive data processes. The increasingly high volume slows down operations, delays customer service and hinders growth. Managing this complexity requires more than simple automation — it demands a solution that can orchestrate workflows, integrate seamlessly with existing systems and empower teams to work smarter.

Automate delivers exactly that. It goes beyond traditional automation and instead delivers a unified solution that combines:

• Artificial intelligence

• Process orchestration

• Low-code application-building

• UI design

• Content management

• Data modeling

The business onboarding workflow below demonstrates how Automate can orchestrate complex processes by integrating tasks like document submission, validation and customer updates into a seamless, content-centric flow. Leveraging AI, low-code capabilities and process orchestration, Automate ensures efficiency, accuracy and scalability for critical business operations.

^{Automate leverages AI to enhance workflow creation. Here, a new-customer onboarding process is built using intuitive drag-and-drop tools, streamlining setup and execution.}

These capabilities enable organizations to unlock efficiency, streamline critical processes, and achieve innovation and growth at scale.

Let's take a look at Automate’s robust capabilities, the benefits it can bring and how it can revolutionize business processes across different applications.

Automate offers a comprehensive suite of features that can significantly improve how your teams handle content and workflows. Let's explore some of the key capabilities of this powerful tool.

Use generative AI to simplify automation building

Automate harnesses the power of AI to help users quickly design entire processes or individual components (like forms, or integrations, for example), using intuitive, natural- language chat prompts.

Power your workflow with AI agents

At the heart of Automate is its ability to harness content intelligence capabilities to drive smarter workflows and unlock efficiencies across the organization. Automate uses advanced technologies such as AI agents to enable businesses to automate tasks that often involve multiple steps and complex decision-making.

Automate’s AI agents are highly adaptable and capable of managing workflows tailored to specific areas of the business. For example, an AI agent can optimize customer support by classifying and routing tickets to the appropriate departments, and it will be able to make suggestions based on historical data.

With the intuitive, low-code interface in Automate Studio, organizations can seamlessly create, customize and manage these AI agents, ensuring that every workflow is aligned with business goals and delivers measurable impact.

Agentic AI is reshaping the landscape of business automation by helping reduce human intervention and driving smarter decisions. Here, Jitesh S. Ghai (Hyland CEO) and Alan Pelz-Sharpe (Founder, Deep Analysis) discuss how your organization can leverage AI to unlock new efficiencies and fuel innovation.

Integrate with key business productss

Automate seamlessly integrates with essential business productss like Salesforce, Workday and SAP, ensuring a cohesive operational flow. Prebuilt connectors and open standards like REST APIs enable organizations to bridge data and workflows across systems, breaking down silos and enhancing operational efficiency. Real-time access to critical data ensures smooth processes and better collaboration across departments.

Implement modular subprocesses

One of Automate’s standout features is its ability to implement modular subprocesses, which enables organizations to streamline complex workflows. Subprocesses allow distinct tasks, such as content evaluation, error handling or intelligent document processing (IDP), to be designed as reusable components.

Example: Automating an onboarding process

For example, during the onboarding process for a new service, a subprocess can manage tasks such as facilitating document signing via the DocuSign connector. When a user signs up, the subprocess automatically sends the required documents through DocuSign, tracks their signing statuses and confirms completion.

If any issues arise (a document failing to send, for example), the subprocess routes the error directly to the support team for quick resolution. This modular approach keeps the main onboarding workflow clean and efficient, allowing updates to the signing process or error-handling to be made independently without disrupting the overall experience.

^{Easily add subprocesses, such as the “document declined” pathway above.}

Improve user experience independent of the device

Automate enables users to transform traditional documents into interactive tools. The solution enables businesses to create dynamic and responsive forms that foster personalized user experiences across devices, ensuring a consistent and seamless experience regardless of the device being used.

A business onboarding process might use Automate to design a responsive form requesting documents such as a customer’s driver’s license, birth certificate or other required paperwork. Users can securely upload their documents on any device, which saves time for both customers and staff. Automate’s smart, intuitive forms simplify data collection through online interfaces and enable self-service opportunities.

^{Automate can design responsive forms to request documents such as a driver’s license or birth certificate. Users can use the same Automate interface to upload their documents to any device.}

Design and orchestrate standards-based processes

Automate provides a business process model and notation (BPMN) compliant design studio that promotes intuitive workflow design and collaboration.

Building on the onboarding example above, BPMN simplifies orchestration of the end-to-end process, ensuring tasks like document validation, notifications to relevant teams, and follow-ups are seamlessly connected and easy to monitor. By visualizing these steps with BPMN, businesses can identify bottlenecks, optimize workflows and ensure smooth coordination across teams.

With consistent and uniform visual elements such as standardized diagrams, layouts and templates, BPMN delivers design workflows that enhance productivity and improve collaboration. This feature is especially valuable for businesses aiming to refine processes and adapt to evolving needs.

Enforce consistency with an embedded rules engine

Automate’s robust, embedded rules engine makes it easy to describe and apply rules across diverse processes and systems, which ensures consistent decision-making and reducing errors. A practical application of this capability is in financial institutions, where the rules engine can enforce regulatory compliance by automatically flagging transactions that exceed certain thresholds or fail to meet specified criteria. By applying its rules engine consistently across your relevant technology stack, Automate uses its full content visibility to help you audit, adhere to regulations, and meet compliance and security requirements.

Enable user-driven innovation

Empowering teams to innovate is a core strength of Automate. With intuitive low-code tools for custom forms and application development, businesses can foster a culture of creativity and problem-solving. A customer service team, for example, could use Automate’s low-code capabilities to build a custom ticketing application that automatically routes support requests based on urgency and topic — all without requiring IT involvement. Non-IT personnel can use prebuilt and low-code functions to design workflows and applications tailored to their unique requirements, driving efficiency and innovation at every level of the organization.

Automate brings numerous benefits to businesses by enabling them to manage content-centric processes, unify content with connectors and REST APIs, and use AI to automate complex workflows.

Accelerated creation of content-centric processes

Automate allows businesses to build, deploy and manage content-centric processes in the cloud. By leveraging low-code automation and BPMN process designer functions, organizations can create content-rich applications that integrate seamlessly with existing systems. These capabilities streamline process design and reduce development complexity, enabling:

• Faster deployment

• Quicker time to value

• Tailored user experiences that adapt to the unique needs of workflows and users

Content is unified with connectors and REST APIs

Automate's connectors and REST APIs facilitate seamless integration with key line-of-business applications, such as CRM, ERP and collaboration tools like Slack and Twilio. This connectivity ensures data flows effortlessly between systems, enhancing accessibility and flexibility. Whether integrating with, for example, Microsoft 365 or Amazon Textract, Automate enables businesses to customize interactions across devices, ensuring a unified content experience. With Automate, users can:

Connect line-of-business systems

By connecting line-of-business systems, Automate creates a cohesive view of entire workflows. Organizations can optimize lead-to-cash processes, reduce manual data entry and eliminate repetitive tasks, ultimately saving time and resources.

_{Integrations within Automate are simple, with many directly accessible from the user interface.}

Integrate everything

Automate can integrate with nearly any system, which allows you to capitalize on the synergy between content, user interfaces, REST APIs and data. With a more unified content ecosystem, you can create better processes with more complete data.

^{For necessary integrations that aren’t prebuilt, Automate uses REST API to make connections simple.}

Complex workflows can be automated using AI

AI-powered automation is a standout feature of Automate, enabling businesses to transform complex workflows into intelligent automations. From simple document approval workflows to intricate content-rich user journeys, AI significantly lowers costs related to manual processing and human labor.

End-to-end content automation provides the most efficiency

Automate empowers businesses to achieve end-to-end content automation and ensures consistent, accurate and repeatable outcomes. By streamlining operations and liberating resources, organizations can focus on strategic initiatives and expedite time-to-market efforts. Automate's rules engine ensures constant application of rules across diverse processes, minimizing errors and ensuring compliance with regulations.

Automate demonstrates its value across various industries. Let's explore a sampling of applications.

Insurance

Automate can offer a unified view into claims check workflows, reducing bounce rates and streamlining critical revenue-generating processes. By integrating real-time syncing and access to crucial data, insurance companies can enhance customer experiences and optimize their operations.

Higher education

When fully integrated with student information systems, Automate can ease the transfer of documents and approval processes, as well as expedite acceptances, onboarding and other student-related inquiries. Imagine a seamless process for managing student applications and improving overall efficiency, which can positively impact right-fit student acceptances.

> Read the case study | Indiana State University revolutionizes operations with Automate

IT and digital services support

Automate acts as a central hub for IT and digital services support by integrating disparate line-of-business applications, including IDP solutions, ERP and CRM products. This capability allows organizations to streamline workflows, improve data accessibility, and enhance collaboration across systems.

As content management evolves into content innovation, now is the time to embrace smarter automation strategies. By harnessing intelligent services, Automate empowers businesses to take control of their workflows and optimize their operations.