Document & Process Workflow Automation

Automate the repetitive tasks your team handles every dayâ€”from document routing to approvals, intake management to reporting

Introduction

Most teams use powerful software tools-but don't use them powerfully. BetaQuick transforms your platforms into intelligent workflow engines that handle routine tasks automatically, freeing your team to focus on work that actually requires human judgment.

What We Automate

Document Routing

What It Is:

Automated systems that move documents through review, approval, and signature processes without manual intervention.

How It Works:

Documents submitted through intake forms automatically route to the right reviewers based on type, department, dollar amount, or other criteria. Reminders send automatically. Status updates in real-time. Complete audit trails maintained.

Common Applications:

Platforms Used:

Intake & Assignment Workflows

What It Is:

Automated request capture, triage, and assignment systems that ensure nothing falls through the cracks.

How It Works:

Requests submitted via forms automatically create tasks, assign to appropriate team members, trigger notifications, and update dashboards. No manual data entry or email forwarding required.

Common Applications:

Platforms Used:

Approval Workflows

What It Is:

Multi-step approval processes with conditional routing, escalations, and complete documentation.

How It Works:

Approvals route based on business rules you define. Dollar thresholds trigger additional reviews. Missed deadlines escalate automatically. Approval history tracks every decision.

Common Applications:

Platforms Used:

Case & Project Tracking

What It Is:

Automated status updates, milestone tracking, and progress reporting without constant manual updates.

How It Works:

Systems automatically update based on completed tasks, stage transitions, and time elapsed. Dashboards reflect real-time status. Reports generate automatically.

Common Applications:

Platforms Used:

Dashboards & Reporting

What It Is:

Real-time visual dashboards and automated report generation that provide instant visibility without manual data compilation.

How It Works:

Data from workflows automatically feeds executive dashboards, team workload views, and performance metrics. Scheduled reports generate and distribute automatically.

Common Applications:

Platforms Used:

+ all integrated platforms

Notifications & Reminders

What It Is:

Intelligent notification systems that keep work moving without constant manual follow-up.

How It Works:

Automated reminders for approaching deadlines, pending approvals, missing information, and status updates. Escalation rules ensure critical items get attention.

Common Applications:

Platforms Used:

All platforms with customized rules

Ticket Triage & Routing

What It Is:

Automated categorization and assignment of support tickets, inquiries, and requests.

How It Works:

Incoming tickets automatically categorize based on keywords, sender, subject matter, or form responses. Route to appropriate teams or individuals. Priority assignment based on business rules.

Common Applications:

Platforms Used:

Automated Report Generation

What It Is:

Scheduled reports that compile, format, and distribute without manual effort.

How It Works:

Data automatically pulls from workflows, formats into readable reports, and distributes to stakeholders on defined schedules (daily, weekly, monthly).

Common Applications:

Platforms Used:

with export automation

The Cost of Manual Processes

Problem #1

Bottlenecks & Delays

Manual routing means work sits in inboxes waiting for someone to remember to forward it. Automated workflows keep things moving 24/7.

Problem #4

Inconsistent Execution

Different team members handle processes differently. Automation ensures consistent execution every time.

Problem #2

Human Error

Manual data entry, email forwarding, and status tracking create opportunities for mistakes. Automation eliminates transcription errors and missed steps.

Problem #5

Staff Burnout

Repetitive administrative tasks drain energy from meaningful work. Automation frees your team for higher-value activities.

Problem #3

No Visibility

When processes live in email chains and informal hand-offs, nobody knows what's happening. Automated workflows provide real-time visibility.

Problem #6

Audit Nightmares

Manual processes make it nearly impossible to document what happened when. Automated workflows create complete audit trails automatically.

Platforms We Automate

We build workflow automation across the platforms your team already usesâ€”no need to replace your existing systems.

Document routing, signature automation, conditional workflows, status tracking

Project management, intake workflows, approval routing, dashboard automation

Visual workflow automation, status tracking, notification systems, board automation

Meeting workflow integration, recording automation, AI summary distribution

Document workflow integration, secure file sharing automation, approval routing

Task automation, project workflow templates, progress tracking, notification rules

Ticket routing, SLA automation, escalation workflows, response templates

Issue routing, sprint automation, release management, development workflows

Enterprise AI capabilities and API access for custom automation solutions.

lorem ipsum dolor lorem ipsum dolor lorem ipsum dolor lorem ipsum dolor

How We Implement

Discovery

We analyze your current processes, identify automation opportunities, and document workflow requirements. Quick assessmentâ€”typically completed in 1-2 weeks.

Design

We design workflow automation tailored to your specific processes, including routing rules, approval logic, notification triggers, and dashboard layouts.

Build

We configure automation within your platformsâ€”setting up forms, workflows, rules, integrations, and dashboards that work together seamlessly.

Testing

We test workflows with real scenarios, refine based on feedback, and ensure everything works correctly before launch.

Launch & Training

We deploy workflows to production, train your team on new processes, and provide documentation for ongoing use.

Optimization

After launch, we monitor performance, gather feedback, and refine workflows based on actual usage patterns.

Measurable Results

Automated workflows typically reduce operational costs by eliminating manual tasks, reducing errors, and accelerating cycle times.

Most workflow automation projects deploy within 2-3 monthsâ€”fast enough to show ROI in the first year.

Automated workflows eliminate transcription errors and ensure consistent execution of business rules.

Workflows process requests, route documents, and update systems around the clockâ€”no waiting for business hours.

Automated audit trails document every action, ensuring full compliance with regulatory requirements

Handle increased volume without proportional staff increasesâ€”workflows scale automatically.