Businesses today are overwhelmed by a growing mountain of content and repetitive processes. The increasingly high volume slows down operations 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.
Hyland Automate delivers exactly that. It goes beyond traditional automation and instead delivers a unified solution that combines:
The business onboarding workflow below demonstrates how Hyland 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.
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 recognizes the inherent synergy between content and end-to-end process automation and empowers users to build, deploy and manage content-centric automation in the cloud.
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.
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.
"Hyland Automate transformed our financial aid processes, eliminating inefficiencies and creating a foundation for a connected campus," said a spokesperson from Indiana State University. Discover how ISU leveraged Hyland's intelligent forms, digital signatures and seamless integration to modernize its systems and build a scalable, future-ready solution.
Automate seamlessly integrates with essential business platforms 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.
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 data extraction, to be designed as reusable components. This modular design keeps main workflows clean, organized and easy to maintain.
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.
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.
— Julie Cuffle, Applications Systems Manager at Indiana State University
Automate simplifies process creation with business process model and notation (BPMN) orchestration. This promotes intuitive workflow design and collaboration.
Building on the onboarding example above, BPMN can orchestrate 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, 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.
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.
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 platform 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.
Yes, according to 81% of respondents to Forrester Consulting’s 2024 study. To stay competitive, your organization must close the gaps by integrating AI and automation into your content strategy. Read this compelling study, full of stats and insights, for more.
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.
— Leonard Kim, Hyland Executive Vice President and Chief Product Officer
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:
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.
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.
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.
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.
A 50% reduction in processing time is just the beginning for Automate and its users. The future is even more ambitious.
By combining the power of Automate with AI and the content intelligence capabilities of The Content Innovation Cloud™, systems will learn, adapt and make recommendations. With each new release, users gain deeper AI capabilities that allow Automate to become smarter, more adaptable and more powerful.
Automate demonstrates its value across various industries. Let's explore a sampling of applications.
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.
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
Automate acts as a central hub for IT and digital services support by integrating disparate line-of-business applications, including intelligent document processing (IDP) solutions, ERP and CRM platforms. This capability allows organizations to streamline workflows, improve data accessibility, and enhance collaboration across systems.
— Leonard Kim, Hyland Executive Vice President and Chief Product Officer
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Gain a cloud-native digital transformation strategy dedicated to better customer service — and smarter, stronger, faster growth. With Hyland, you can reach your full potential.
Renowned university leverages Hyland Automate for modernized form collections, operational efficiency and student experiences.
