Introducing a new era of document automation at Nutrient

In business, documents still do the heavy lifting. From contracts and claims to audits and onboarding, documents remain the foundation for how information is captured, decisions are made, and work gets done.

But while the world has moved forward, the systems around those documents haven’t. Too many teams still rely on fragmented tools, brittle workflows, and outdated processes that were never designed for today’s speed, scale, or compliance demands. Whether it’s paper forms passed between departments or disparate apps duct-taped together, the result is the same: inefficient operations, increased costs, and stalled growth.

At Nutrient, we know how central documents are to real work — and how underserved document-driven workflows have been by most automation tools. For organizations managing complex processes or operating in highly regulated industries, those workflows can’t just be fast. They need to be secure, agile, auditable, and deeply integrated with the systems your teams already rely on.

That’s why we’re excited to announce a bundled set of updates to our Workflow Automation platform that specifically address these needs. This release brings together advanced document editing, automated document generation, AI-powered data extraction, and our brand-new mobile companion app — all designed to bring clarity, consistency, and scale to your most critical operations.

This isn’t just a product update. It’s a milestone in our mission to bring efficient execution to document-driven processes — helping teams streamline complexity, maintain compliance, and transform the way work gets done in a digital world.

It’s what document-driven workflows should look like — brought to you by the company that knows documents. Let’s take a closer look.

Document editing

Managing business-critical documents has long been a drag on productivity — riddled with inefficiencies, disjointed tools, and cumbersome approval chains. Nutrient is changing that.

Building on last year’s introduction of in-platform document viewing, our latest update adds advanced document editing, markup, and collaboration capabilities — enabling teams to manage content seamlessly without ever needing to leave the platform.

No more third-party applications. No more manual bottlenecks. From contract approvals, to vendor onboarding, to compliance documentation, every step of your process just got smarter, faster, and more intuitive — all within one cohesive platform.

Here’s what sets it apart

• A streamlined, unified interface for viewing PDFs, images, Office files, and HTML — responsive across devices.

• Native document editing, annotation, and manipulation built right into the workflow — no external tools needed.

• Full in-platform collaboration: View, edit, and sign documents directly in requests, complete with version tracking for auditability.

• Coming soon: electronic signing capabilities, including digital signing.

Document generation

Creating polished, consistent business documents shouldn’t be a manual, time-consuming task spread across multiple tools — yet for many organizations, it still is.

With the latest ability to generate documents directly in Nutrient Workflow Automation platform, that changes. This powerful new component brings effortless document generation to your workflows, allowing teams to automatically produce professional DOCX and PDF files using dynamic templates filled with real-time data from Workflow Automation, CRMs, ERPs, and internal databases.

Whether it’s HR offer letters, invoices, or financial reports, document creation is now scalable, accurate, and beautifully consistent — no formatting headaches required.

Why it matters

• Consistent output with DOCX templates that support dynamic fields and tables for polished, on-brand documents every time.

• Flexible formats that let you generate pixel-perfect outputs in both PDF and DOCX to meet diverse business needs.

• High-volume efficiency with batch processing to handle large-scale document generation effortlessly.

• Seamless integration with your existing CRM, ERP, or custom databases to automatically populate templates.

Nutrient transforms document generation from a burden into a strategic advantage — fast, intelligent, and always consistent.

AI Data Extraction

In today’s fast-moving business landscape, the simple act of manually transferring data from a document to a form can quietly erode productivity — eating up hours, introducing errors, and slowing down decision-making.

With the launch of Workflow AI Data Extraction, Nutrient is redefining what’s possible for document-centric workflows. This latest enhancement brings intelligence to the point of input, using AI to automatically extract and populate key data from PDFs and other formats directly into your workflow forms.

No more copying. No more pasting. Just seamless, scalable automation — designed to empower teams, not burden them.

What makes it transformative

• Accelerated processing through AI-powered data extraction that moves critical information into workflow forms in seconds.

• Error reduction by eliminating manual input, minimizing rework and bottlenecks across departments.

• Effortless scale with automation that handles growing document volumes without increasing headcount.

• Flexible implementation with intuitive setup and maintenance using natural language and familiar interface elements — no specialized skills required.

• AI Data Extraction works with leading model providers — including OpenAI, Azure AI, and AWS Bedrock — and even self-hosted LLMs, giving you the flexibility to build AI-powered document workflows on your terms.

Mobile companion app (now in public preview)

In today’s always-on world, work doesn’t stop when you leave your desk. With the launch of the Nutrient Workflow mobile companion app for iOS and Android, we’re bringing the power of Workflow Automation to your pocket.

Designed for speed, simplicity, and real-world utility, this companion app allows users to log in with their existing Workflow accounts, make immediate approvals, and stay connected wherever they are.

Whether you’re in the field, on the move, or simply between meetings, this first release lays the foundation for mobile-first productivity.

Features of the public preview

• Access workflow approvals seamlessly across our mobile app and desktop platform with real-time synchronization that ensures your projects continue to move forward, no matter where you are.

• Log in, view, and approve tasks from anywhere.

• Gain instant access to all the data associated with requests to effectively make decisions on your approvals and keep processes flowing while on the go.

If you’d like to learn more about the mobile companion app’s availability, be sure to reach out to your customer support representative today.

Ongoing enterprise-grade security enhancements

At Nutrient, we believe trust is earned — not assumed. That’s why every facet of our Workflow Automation platform is engineered for uncompromising security, transparency, and auditability.

This latest round of updates includes:

• SOC 2 Type 2 compliance, which demonstrates our commitment to providing data protection and auditability by meeting the industry’s highest security standards.

• Real-time notifications, which instantly alert administrators to license changes and task failures, streamlining oversight and ensuring users stay informed — with secure, intelligent redirects that preserve authentication across sessions.

• A secure credentials center, which centralizes the management of sensitive tokens, passwords, and keys in a protected environment, giving administrators full control over integrations while keeping confidential data shielded from end users.

We’ve designed these features with your teams in mind — the ones who keep business moving, day in and day out. From operations to IT, from legal to HR, we’re here to make work flow better — securely, intelligently, and at scale.

Get started now

Interesting in experiencing Workflow Automation for yourself? Try our latest features today.

Want to learn more about our latest product updates? Register for our upcoming webinar.

And if you’re part of our developer community, join us on Discord to connect, share feedback, and find out what’s next.