Pharma ingredients supplier
- Challenge
- Email-based PO approvals lagged 3–5 days with no audit trail.
- Simplileap solution
- Slack interactive approvals wired to SAP BAPI middleware.
- Outcome
- Approval-to-PO median 3.8 days → 11 hours.
// Automate
Document & Data AutomatioDocument Automationtomation
Document creation, extraction, and processing are among the highest-volume manual tasks in most businesses. We automate document workflows, from generation and delivery to extraction and routing, at the scale your business requires.
// Key benefits
What makes this service valuable
Document generation at scale
Contract generation, invoice creation, report generation, and certificate issuance, triggered by business events and generated from templates with data from your systems.
Intelligent data extraction
Extract structured data from unstructured documents, invoices, purchase orders, contracts, ID documents, using AI OCR and document intelligence.
Document routing and storage
Extracted and processed documents are routed to the right system, stored in the right location, and associated with the right records, automatically.
// Details
Document workflows that run without human hands
Document automation covers both directions: generating documents from data (contracts, invoices, reports) and extracting data from documents (forms, ID documents, invoices). Both require reliable automation with proper exception handling.
We use DocuSign for e-signatures, Carbone or HTML-to-PDF for generation, and Azure Document Intelligence or AWS Textract for extraction, choosing tools based on your document types and volume.
// What this includes
- PDF generation from templates (Carbone / Puppeteer)
- E-signature integration (DocuSign / HelloSign)
- Document extraction with AI OCR
- Form data extraction and validation
- Document classification and routing
- Storage to S3, SharePoint, or Google Drive
- Document status tracking and notifications
// Deliverables
What you receive
Every engagement produces clear, documented deliverables. Here is exactly what is included in our document & data automation service.
- 01Document generation pipeline
- 02Extraction and classification system
- 03E-signature workflow (if required)
- 04Storage and indexing setup
- 05Exception handling and review queue
- 06Processing volume monitoring
// In practice
How document & data automation engagements run
Document flows generate PDFs from templates (DocuSign, PandaDoc, or custom LaTeX/HTML) and parse inbound files with layout-aware OCR. Generated docs carry version hashes; extracted fields map to your CRM or DMS via webhooks with retry and idempotency. Legal and finance sign-off gates block bulk sends until sample batches pass spot checks.
// Stack & frameworks
Stack we use for this
AI & LLM
- OpenAI / Anthropic APIs
- LangChain pipelines
- RAG architectures
- Confidence thresholds
Integration
- Salesforce / HubSpot
- Zapier / Make
- Custom webhooks
- ERP connectors
Governance
- LangSmith observability
- PII handling
- Audit logs
- Rollback procedures
// Delivery
Simplileap execution framework
01
Architecture mapping
Dependencies, API contracts, compliance constraints, and performance budgets documented before sprint one.
02
Secure sprints
Two-week increments with GitHub access, demo recordings, and QA checkpoints, client visibility at every stage.
03
QA & handover
Automated tests on critical paths, security review, runbooks, and knowledge transfer to your team.
// Proof
Real deployments from Bangalore
Manufacturing distributor
- Challenge
- Salesforce and NetSuite duplicated customer records.
- Simplileap solution
- Event-driven sync with mapping table and DLQ replay.
- Outcome
- Reconciliation effort down 87%.
// Engagement models
How teams engage us
Currency
| Package | Ideal for | Investment | Includes |
|---|---|---|---|
| Workflow automation | Ops teams | ₹3L – ₹10L |
|
| AI / LLM integration | Product teams | ₹4L – ₹12L |
|
| RPA implementation | Back-office | Scoped per process |
|
// Company and service positioning
Company and Service positioning is reviewed for production delivery standards by Harsha Parthasarathy (Co-Founder, Strategy & Operations 24+ years IT veteran, IBM, Global Delivery, Program Management) and Keshav Sharma (Co-Founder, Engineering and Lead Architect, Full-stack engineering, product delivery and technical standards).
CIN
AAU-8582
Startup India
DIPP83124
Founded
November 2020
Office
Residency Rd, Bengaluru, India
// FAQ
Common questions about document & data automation
Can you automate contract generation and e-signature?+
Yes, we integrate with DocuSign, Adobe Sign, or HelloSign to automate the full contract lifecycle: data-driven generation, automated delivery, e-signature collection, and completion notification.
Ready to get started with document & data automation?
Share your requirements with our team. We respond within one business day with a clear plan from discovery to delivery.