Automate Document Intake, Routing & Workflow
Automatically understand, route and process incoming documents so work moves faster and service levels improve.
Too Many Documents. Too Many Touches.
Business processes often slow down before work even begins.
Incoming documents arrive through mail, shared email inboxes and portal uploads. Employees manually read and review, understand document content, extract information, key and re-key into multiple systems, and then act based on the document content. Every document. Multiple human touches.
This approach, adopted as normal in an era before AI, creates bottlenecks, delays customer response times and makes scaling operations difficult. The cost in human effort and lost time is no longer acceptable.
AI Transforms Document Intake into Automated Workflow
Intake from Anywhere
Receive documents in mailrooms, shared email inboxes, or customer portals.Understand and Route
AI reads documents and routes based on document contentDeliver Digitally
Fast and secure distribution to employees & systemsManage Document Flow
Auto-escalate urgent documents, forward to colleagues, add to case, and moreManage Lifecycle & Security
Track document work and lifecycle. Automate document SLAs & audit trailsReporting & Analytics
Monitor workloads, service levels & operational performanceWhat is a Digital Mailroom?
A digital mailroom uses AI to automate document intake and flow. It transforms the process of receiving incoming documents and efficiently routing, tracking, processing and managing document flow.
Digital mailroom solutions allow receipt anywhere of physical and “born digital” documents, and then distribute documents digitally for 24×7 access anywhere.
AI-powered digital mailrooms understand documents on arrival. They automatically index for storage and retrieval, route based on content, and trigger current systems and workflows.
Read our Digital Mailroom Software: Buyer’s Guide and talk to our digital mailroom experts to automate the flow of documents in your organization.
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Digital Mailroom Software: Buyer’s Guide
Benefits of Ondox Digital Mailroom for Document Flow Automation
Common Use Cases
Finance
Drive efficiency, compliance, and data accuracy across finance and accounting processes.Claims
Automate and simplify the handling of incoming documents. Streamline claims workflows for new levels of efficiency.Customer Service
Improve the efficiency, quality, and reliability of customer service processes by making incoming documents available sooner.Human Resources
Automate document handling to improve responsiveness and efficiency in recruitment, onboarding, benefits administration, and record-keeping.FAQs
In many organizations the intake of documents remains heavily manual and not well controlled, monitored or managed. Ondox digital mailroom solutions plug the security gaps of these legacy approaches.
Ondox includes strict access control, data encryption in transit and at rest, secure communication channels, comprehensive audit trails, and safeguards for data integrity. Ondox ensures compliance with data protection regulations and includes dashboards and reporting databases that support custom analysis.
Scan-to-email is convenient but poses security risks unacceptable to most organizations.
Email is the most vulnerable and most hacked system in any company. Email systems fail to stop the accidental or fraudulent sending of documents to the wrong people, including people outside the company. And crucially, email systems lack the active SLA-driven monitoring and audit trails that ensure document flow is tracked, managed and compliant.
Related Resources
- Insights
AI-Powered Digital Mailroom vs OCR: What’s the Difference?
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Digital Mailroom Compliance & Security Guide for Regulated Industries
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Digital Mailroom Software: Buyer’s Guide
Ready to Transform your Document Intake, Routing & Processing?
Talk to our experts.