Knowledge Work Automation

Drive productivity to the next level with M-Files

Automate tasks, processes, and actions that previously required human input

Automate and optimise business tasks with M-Files workflows.


Generate complex documents automatically with M-Files Ment, the next-generation document automation tool.


Leverage metadata to automatically populate document fields using M-Files templates.


Use M-Files AI to automatically classify documents and summmarise information. 

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Document workflow automation
WORKFLOW

M-Files workflow automation

Define Business Processes Icon

Clearly define business processes

M-Files powerful workflow engine helps streamline your routine tasks, improve efficiency and accuracy, reduce business risk, and enhance collaboration. Define different states and transitions of your documents, projects, or tasks, such as draft, review, approval, rejection, finalisation.

Automate Workflow Tasks

Automate workflow tasks

Leave application approved? Automatically notify the employee using M-Files notifications. M-Files workflows feature automatic notifications, reminders and actions for each workflow state transition, such as sending an email, creating a task, or updating metadata.

Reduce Manual Effort Icon

Reduce manual effort. Increase accuracy

Manual data entry can lead to mistakes, inconsistent work quality, and financial losses for a business. M-Files workflows help reduce tedious manual tasks such as filling out forms, signing documents by hand and manually uploading them. Automate other manual tasks with M-Files workflows such as converting documents and setting permissions, and sending notifications.

Route to Correct Person Icon

Route to the correct person. Every time

Assign roles and responsibilities to different users or groups for each workflow state, such as who can edit, approve, or reject a document. M-Files workflows automates task allocation, reducing reliance on email to assign tasks.

Stay Informed Icon

Stay informed

Monitor the progress of workflows using graphical reports and dashboards. View the current state and history of any document or object in the workflow. M-Files workflows allows users to monitor who is responsible for the document, what actions are available, and what has been done so far.

Reduce Costs Icon

Reduce costs

Ever been charged an invoice late payment fee due to a missed payment deadline? Workflow automation can help your business grow and scale by saving time and resources that would otherwise be spent on manual and repetitive tasks. Automation helps your business avoid missing important deadlines and expiration dates, saving on unnecessary costs.

INTEGRATES

Learn more about M-Files workflow automation

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M-Files Ment. The next-generation document automation tool

M-Files Ment is a document automation tool that allows you to create complex, data-driven documents without writing any code. 


With M-Files Ment, you can use a 100% visual interface to design your document layout, connect to various data sources, and define the logic and rules for generating your documents. 


M-Files Ment can automate any type of document inculding contracts, proposals, reports, invoices and more. 

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Save time with auto-populating templates

M-Files templates allow you to create documents from predefined layouts and formats, with dynamic fields that are filled in automatically based on the metadata of the document or object. Here are some popular use cases.

Invoices

Automatically generate invoice documents with fields such as invoice number, date, customer name, address, items, prices, taxes, and total amount. Fields are populated in the document from the metadata of the customer object and the invoice object in M-Files.

Contracts

Project contracts, employment contracts, simplified. Automatically populate contract documents with fields such as contract title, parties, scope, deliverables, timeline, payment terms, and signatures. Fields are populated from the metadata of the project object and the contract object in M-Files.

Reports

Drastically reduce time to generate report documents in M-Files. Automate fields such as report title, author, date, summary, introduction, body, conclusion, and references. Fields are populated from the metadata of the topic object and the report object in M-Files.

AI-DRIVEN

AI-driven productivity gains

M-Files Aino

A generative AI technology that can understand natural language and produce high-quality content. M-Files Aino powers features in M-Files such as document summarisation, translation, question answering, and content generation. M-Files Aino increases productivity by allowing knowledge workers to ask questions from their data, summarise documents, or translate content into other languages. Learn more here.

M-Files Smart Classifier

Let AI reduce document filing time. M-Files Smart Classifier offers automatic document categorisation for documents added to or are in an M-Files document vault. Smart Classifier is a self-learning classifier that is able to provide class suggestions based on users’ actions in M-Files vault. Based on natural language processing, Smart Classifier can handle any type of document, such as invoices, contracts, reports, and more.

Our clients

Our M-Files solutions are trusted by our clients

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ENHANCED PRODUCTIVITY

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FAQ'S

Frequently Asked Questions

  • Are workflows included with an M-Files solution supplied by Innovative Content Management?

     In most cases, yes. We have found that close to 100% of our clients have chosen to have customised workflows integrated into their M-Files solution. We work closely with our clients during the planning phase to identify opportunities for productivity gains using M-Files workflows. We also find that once M-Files has been deployed, many of our clients see the wide-ranging benefits of workflows and engage us to have additional workflows configured.

  • What are the benefits of AI in a document management system?

    AI assists knowledge workers achieve productivity gains. For example, M-Files Aino allows for rapidly locating information within complex documents without needing to open a document and manually search it. 


    Recently-released M-Files generative AI further assists users by extracting insights from documents and saving it as metadata. Not only does this considerably speed up document filing, M-Files can extract targeted insights to drive automation such as M-Files workflows. Read more about the benefits of M-Files generative AI here.

  • How do M-Files auto-populating templates work?

    We help you to configure auto-populating templates during the project planning process by identifying opportunities for template usage, and ensuring the relevant metadata fields have been correctly configured. 


    Once metadata has been entered into M-Files, it is subsequently available for use in any auto-populating template. A popular use case is contract document creation. With M-Files auto-populating templates, you can define standard contract templates with placeholders for relevant information (e.g., party names, contract dates, payment terms), enabling rapid document creation.


    This short video demonstrates how a contract document can be generated in under 30 seconds!