Document Automation – Generative AI Cheat Sheet
What is Generative AI document automation?

Key technology roles in document automation

Key benefits of Generative AI document automation

Generative AI document automation uses advanced machinelearning algorithms to automate document ingestion, creation,customization, and summarization, which substantially improves
how an organization can manage many documents at scale.
Organizations can accelerate the creation of contracts, reports,
invoices, and legal documents using a Generative AI model thatlearns from existing defined formats, language, andorganizational templates. Document automation combines data
points from key integrated data sources and workflow
management tools to ensure that generated documents arealigned with defined standards and processes.

Role of AI model: Serves as the engine for generative AI-based
document automation, leveraging machine learning to understandand generate human-like text, ensuring the correct format, style,and context for the output document.

•Efficiency: Bring unprecedented speed and accuracy todocument consumption and summarization•Role of data: Data plays a key role in informing the AI model about
specific needs, standards, and document personalization.

•Customization: Tailor documents to specific standards
and formats
Productivity: Reduce manual document creation efforts

Role of prompts: Prompts guide the AI model by specifying thetask, tone, style, or content requirements, acting as directions toshape and specify the final output document.

•Scalability: Adapt easily to different scales of operation, frommanually-created documents from individual projects to largescale production.

•Integration: Leverage vast datasets, formats, and standards
for informed and contextually relevant output.

Document pipeline automation

Data entry and extraction

Report and template generation

Proactive communications

Generative AI can streamline the creation,categorization, and analysis of documents at
scale, enabling enhanced productivity,
reduced human errors, and greater
consistency across all documentation and thecontent creation pipeline.

Automate the process of inputting data intosystems and extracting key information fromvarious documents, such as invoices, forms,and contracts. This reduces manual labor,
minimizes errors, and accelerates dataprocessing, allowing for quicker decisionmaking and analysis.

Compile data from multiple sources into
comprehensive, coherent reports andtemplates tailored to specific audiences, suchas management, clients, or regulatory bodies.
This ensures timely insights and decision
support while presenting complex data in anaccessible format.

Enable automated creation of proactive andpersonalized, context-aware emails, letters,
and notifications that significantly enhancecustomer engagement and satisfaction bytailoring each message to meet individual
preferences and inquiries, streamlining thecommunication process.

Suggested example prompts:

Suggested example prompts:

Suggested example prompts:

1.

Invoice data extraction: "Extract total
amount, vendor name, and due datefrom a batch of scanned invoices."

1.

1.

2.

Data entry form: "Input customer
information from filled-out registration
forms into the CRM system."

Financial report: "Generate a quarterly
financial performance report for
CFOs summarizing revenue growth,
expense trends, and profit margins."

Email: "Generate a personalized
customer response to an inquiry about
a delayed shipment, including anapology and a delivery estimate."

2.

2.

Contract info extraction: "Identify andsummarize the key obligations andtermination clauses from a set of leaseagreements."

Document template: "Generate a templatefor new hire welcome packets, including
company history, policies, and first-week
agenda."Reminder letter: "Draft a gentle
payment reminder letter for accounts
overdue by 30 days."3.

3.

Environmental report: "Compile anenvironmental impact report for our CEOof the past year, highlighting
sustainability initiatives and outcomes."

Newsletter: "Create a monthlynewsletter focusing on new productfeatures, customer stories, andupcoming events."

Suggested example prompts:
1.

2.

3.

Personalized onboarding:“Generate personalized onboarding documents
for new employees based on internal corporate
documentation, including welcome letters,
training schedules, and policy handbooks."

Product manuals: “Create a series of detailed
product manuals and user guides for a newsoftware application based on developer
documentation and release notes."
Document template: "Generate a templatefor executive summary packages, including
company performance history, SWOT analysis,
and financial planning."

3.

Copyright © Dell Inc. All Rights Reserved.