Digital toolbox for individual business processes

Process automation software edoc automate

edoc automate is a workflow management tool designed for the fast and easy automation of repetitive workflows. This software provides all the essential features and functions like a toolbox that developers can use. Digital workflows for routine tasks can be created with just a few clicks. By automating manual processes, your team will have more time and resources to focus on value-added tasks.

Employees in specialized departments are the ones who best understand the challenges that arise from a lack of automation. With edoc automate, even technically skilled employees can design and implement solutions, modeling workflows themselves without needing to go through the IT department. The result is efficient, targeted processes, designed by the specialists themselves using no-code technology. Whether it's a specific complaints process or an approval workflow for quotes, these processes are precisely tailored to the needs of the department. This approach enables the creation of custom solutions in the shortest time possible, with significantly reduced development effort.

The Workflow Designer includes the following key features:

An editor with all the necessary tools for designing processes and apps
An intuitive user interface
A "Click & Action" designer for creating forms and dialogs
Graphical process modeling
Automation of tasks and workflows
A dashboard providing an overview of all created processes and apps
Built-in help with useful tips for creating workflows
Intelligent search and filtering capabilities
Web-based access
Database integration
edoc Workplace integration

No matter how many customized processes you implement with edoc automate, the software behind them and the look and feel of operation are always the same and fit seamlessly into all other process solutions implemented for your company with our services.

Key features of the workflow software

Create user interfaces with the form designer

The "Views" feature lets you create user-friendly interfaces for your applications. Using the intuitive "click&action" designer, you can quickly and easily design forms and dialogs for your app. The form designer offers a wide range of building blocks, such as text fields, buttons, and checkboxes, which you can easily integrate into your application. Once you've chosen your components, you can customize them to create a clear and visually appealing user interface. You control the look of your interface through the components and actions you select. To enhance the user experience, all views can be previewed, allowing you to make adjustments as needed. This helps you stay on track as you build a user-friendly and intuitive app.

Graphical process modeling of a workflow

The "Flows" feature allows you to model and visualize your business processes. Using an intuitive drawing tool that follows the BPMN (Business Process Model and Notation) standard, you can design and clearly display complex workflows with just a few clicks. The integrated editor lets you create flowcharts that outline all the steps in your process and link them to views associated with each individual workflow step. A fully modeled process should have a clear starting point and a defined endpoint to function as a complete, standalone app in practice.

Workflows can be triggered by various events, such as a view, a web service endpoint, or a task. This creates a seamless flow that moves both information and tasks according to predefined rules. This structure ensures your processes are organized and executed efficiently, with minimal risk of errors.

Dashboard with an overview of all created processes and apps

The edoc automate dashboard is your central hub for managing all the apps and processes you've created. It provides a clear and concise overview of all your applications and tasks, helping you stay organized and work more efficiently. The dashboard is not only where you manage existing apps, but also serves as your starting point for creating new ones or importing existing applications. With a combination of favorites, a quick search function, and a well-organized display of apps, you can easily stay on top of your workflows and processes.

Here’s a breakdown of the key sections of the dashboard:

Favorites: This section holds the apps you’ve marked as especially important. You can add apps to your favorites by clicking the star icon next to the app in the list. This gives you quick access to your most-used or most relevant apps. All your favorite apps are displayed together, making them easy to find at a glance.
Available Apps: This section lists all the apps you’ve created in edoc automate. If you need to edit a specific app, simply click on it in the list, and it will open in the editor in a new browser tab where you can make changes.
Search, Filter, and Sort Functions: As your app collection grows, the integrated search, filter, and sort functions help you quickly find the app you need. By entering search terms or applying filters, you can easily locate specific apps and continue working efficiently.

Apps created with edoc automate

With edoc automate, we’ve successfully implemented numerous apps that help companies optimize and automate their processes. Our platform enables the digitization of a wide variety of workflows, making it easy to design processes efficiently. Here are some examples of applications we've implemented:

Digital inventory list

All materials and equipment can be managed and organized in a digital inventory app. This is especially useful for technical equipment like laptops, as well as items like books and chairs. The app allows you to record and view additional relevant information, such as serial numbers and inspection intervals, in accordance with the German Ordinance on Industrial Safety and Health (BetrSichV). Each item is assigned an inventory sticker that includes an inventory number and a scannable barcode for easy tracking.

Supplier portal
Using a public portal for suppliers, product-specific documents can be directly uploaded by suppliers, recorded, and managed centrally. Important documents like manuals, certificates, material specifications, and more are stored in one place, making them easily accessible to anyone in the company who needs them. This greatly reduces administrative workloads and promotes transparent communication.

Quotation approval
Quotations go through a multi-stage approval process that is triggered automatically. Multiple departments, such as back office and sales management, can approve the quotations. Once approved, the quotation is sent by email and securely stored in the ECM system.

Certificate management
Certificates required for products or processes can be managed automatically through an automated process. The validity of each certificate is monitored, and reminders are sent well in advance of expiration dates, allowing time to request new certificates. The entire process is digitally recorded, providing companies with a clear overview of certificate validity at all times.

Ticketing tool
A ticketing tool, for example, for product complaints, ensures that customer concerns are quickly recorded, reviewed, and assigned to the appropriate departments. Complaints are processed through a structured process that includes a quality management (QM/QA) breakdown for cost allocation and statistical tracking.

Do you have specific processes in your company that you'd like to automate?

Get in touch with us

We digitalized several workflows ourselves in no time at all using edoc automate. These include processing investment requests and offer approvals, for example. A good job well done.

Andreas Feldberg, Vice President & CFO, Tsubaki Kabelschlepp GmbH

How digitalization of your individual processes works with edoc automate

As a general rule, you purchase a license for each process that you want to individually digitalize with edoc automate. We then hold a short prototyping workshop with you, and we develop our solution approach together. Thanks to edoc automate, the process may be available in as little as three days’ time, depending on its complexity.

Do you have your own developers within your company?

If so, we can offer you edoc automate with an unlimited license, enabling you to digitalize any number of different processes yourself in-house and with no time constraints. Put together forms with a few clicks, fill them with actions such as “Start workflow”, “Send e-mail” or “Master data from database” and simplify your daily work processes. We will be happy to advise you on the options!