Solution Brief

Intelligent Document Automation with Generative AI
The importance of document automation
It can be challenging to manage large volumes of diverse digital documents,templates, and content in day-to-day work as it requires time-consuming
manual processes, human comprehension, sorting, and cataloging. With
Generative AI, organizations can automate a considerable portion ofdocument-oriented processes, empowering decision-makers with data andcontent-aware rich context.

Scale document-oriented processes with the power of AI
Generative AI empowers organizations to rapidly generate, populate, organize,
and contextualize information into a consumable, structured, and relevant
responsive document knowledge base. Generative AI document automation
helps reduce the time and effort typically required for document handling,freeing employees to be more productive and better informed. From creatingand auto-filling contracts and reports to personalizing communications andreinforcing consistency and accuracy across documents, Generative AIpowered document automation enables organizations to do more with less.

Key document automation use cases

Document pipeline automationOptimize end-to-end processes
and document handling workflows
at scale, accelerating data
consumption and summarization.

Data entry and extraction
Minimize human errors in data
entry and extraction processes
to enhance data accuracy andstandardize data preparation.

Report and template generation
Generate reports and templates
based on specific data points,audiences, document formats,and user requirements, improving
accuracy and relevancy.

Proactive communications
Rapidly create personalized
communications based on
operational data to improveconsistency, accuracy, speed,
and recipient engagement.

Document Automation Use Case - Generative AI© 2024 Dell Inc. or its subsidiaries.

How it works
Organizations should start byidentifying the specific documents,
processes, and workflows that would
benefit from automation, including
understanding document types,
automation objectives, data sources,
and any information relating toregulatory compliance requirements.
Next, businesses should:
Gather successful
versions of the needed
documents and uploadthem to the model
Upload preferredtemplate and instructional
documents to complete
the template
Prompt model to generate
new documentation
with provided situational
information
Review content andprovide feedback to finalize
needed documents, adding
instructional prompts
as needed

Your data informs your document automation processes

About Dell Generative AI

Integrating your organization’s unique data with Generative AI-powered
document automation improves processes and accuracy by understanding
the structure, style, language, and components of every document contained
within the primary data set. Generative AI can then use that information toensure document handling, processes, and content creation are aligned withestablished formats, structures, and processes.

Dell Technologies offers the world’s
broadest Generative AI solutions
portfolio, from client devices to data
center to cloud, all in one place.

The quality, relevance, and depth of your data substantially enhances Generative
AI-powered document automation by training the system on specific terms,industry jargon, history, document formats, standards, and processes. This
enables Generative AI to leverage deep context alongside automated processes
as part of broader generative capabilities.

Data sources

Interface Use cases

Document automation data sources and use cases
Document pipeline
automation

Data entry andextraction

Report and template
generation

Proactivecommunications

Generative AI tool

MarketingcontentSales
collateral

Back-office
operations

Technical
documentation• Existing marketingcollateral• Industry sales
reports• Internal process
documents• Product manuals• Market research
reports• Product databases• Regulatory
guidance• API documentation• Social media data

• Proposals and RFPs

• CRM and ERP data

• Knowledge bases• Financial reports

Empower your workers with the right information
Deploying Generative AI document automation company-wide increases overall
productivity by reducing time-consuming manual document management
efforts. Every role benefits from leveraging Generative AI for document
automation. Lines of communication are improved across various groups in
the organization, enabling better collaboration, historical understanding, andimproved overall context across documents when needed.

Learn more about Dellsolutions for Generative AI.

Contact a Dell
Technologies Expert.

You can accelerate your AI journeywith Dell Technologies Services
and a broad partner ecosystemthat includes support for many
open source Generative AI models.
Regardless of whether a teammember is working with purposebuilt Dell infrastructure to powerorganization-wide Generative AI
applications, or simply prompting AI
from a Dell laptop, they are working
with the industry’s broadest and mostadvanced portfolio of AI-enabled
solutions.
Our approach is to bring AI to yourdata. This means meeting strict
data sovereignty and compliancerequirements while right-sizing AI
infrastructure to reduce costs, support
sustainability objectives, and keep you
in control of the model and your data.

Next steps
Get started with a fee-waived
Accelerator Workshop for GenerativeAI, which can help you gain
consensus among your businessand technical stakeholders on yoursolution and prioritized use cases.

Learn more
Accelerator Workshop for
Generative AI

Join the conversation.

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