Document Process Workflow Automation

Eliminate bottlenecks, improve compliance, and unlock seamless collaboration — without emails, manual handoffs, or custom integrations. Nutrient empowers you with document workflow tools designed for accuracy, speed, and traceability.

How We help

How we help

Replace email chains with structured workflows

Manual document routing and ad-hoc review cycles waste valuable time and create risk. Nutrient centralizes your document processes in one modern system built for scale.

Standardize reviews and approvals

Define and enforce how documents are drafted, reviewed, and finalized — no more chasing feedback or losing track of edits and authorizations.

Automate steps and notifications

Automatically assign tasks, set deadlines, and trigger next steps based on document type, stakeholder role, or status — complete with audit-ready trails.

Increase visibility and accountability

Live dashboards and instant updates let teams and managers see document progress, pending actions, and ownership — without constant check-ins.

Reduce errors and rework

Built-in validation, comment history, and version control minimize mistakes and eliminate confusion, so everyone’s working from the latest copy.

Scale with evolving business needs

Configure once and reuse everywhere. Nutrient flexibly adapts as your org chart, policies, and compliance requirements change — with no code needed.

Key features

Key features

Workflow builder and automation

Map and automate any document process with intuitive drag-and-drop tools. Assign reviewers, set escalation paths, and configure task dependencies visually.

Flexible document templates

Create standardized, web-based templates for agreements, policies, SOPs, and more — with conditional logic, merge fields, and validation built in.

Self-service document portal

Allow users to initiate, collaborate on, and track documents from one secure hub. Role-based permissions keep every step auditable and compliant.

Progress tracking & audit logs

Monitor every revision and approval with end-to-end tracking and immutable audit logs. Build analytics dashboards to spot delays and optimize processes.

API & system integrations

Connect workflows to DMS, CRM, or ERP using Nutrient’s open API and event-based automation. Keep data and statuses in sync across your business.

Legal & compliance integration

Route documents for legal review, attach compliance checks, and maintain version archives to ensure all processes meet regulatory and policy standards.

Explore all our low-code document solutions

Every team, workflow, and use case is different. Nutrient offers a proven suite of tools and integrations — built to work together and designed to help you get started fast. Pick the solution that best fits your document automation needs.

Document Converter

Convert files across formats (e.g., Excel to Word or PDF) in workflows that are fast, flexible, and fully automated.

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Document⁢⁢⁢⁢⠀ Editor

Enable inline editing of generated Word documents—right inside your browser, with no Word installation needed.

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Document Searchability

Make your generated or uploaded documents text-searchable with OCR processing and metadata enhancement.

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Document Automation

Deploy and manage scalable, secure document automation workflows behind your firewall or in your private cloud.

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Why Nutrient?

Bright green grass on rock symbolizes simplicity and efficiency, reflecting how our PDF SDK streamlines document manipulation and software development. Years of research and customer collaboration drive innovative solutions, empowering developers to reduce time spent on tasks and stay ahead of the competition.

No-code simplicity

Empower operations teams to own automation.

Bright green grass on rock symbolizes simplicity and efficiency, reflecting how our PDF SDK streamlines document manipulation and software development. Years of research and customer collaboration drive innovative solutions, empowering developers to reduce time spent on tasks and stay ahead of the competition.

Secure by design

Built for regulated industries and compliance.

Bright green grass on rock symbolizes simplicity and efficiency, reflecting how our PDF SDK streamlines document manipulation and software development. Years of research and customer collaboration drive innovative solutions, empowering developers to reduce time spent on tasks and stay ahead of the competition.

Deep Microsoft 365 integration

Seamless workflows inside the tools you already use.

Bright green grass on rock symbolizes simplicity and efficiency, reflecting how our PDF SDK streamlines document manipulation and software development. Years of research and customer collaboration drive innovative solutions, empowering developers to reduce time spent on tasks and stay ahead of the competition.

Fast time to value

Stand up solutions in days, not months.

Trusted by leading organizations

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Benefits

Benefits

Ensure every document is created, reviewed, and approved through a consistent, policy-driven workflow.

Ensure every document is created, reviewed, and approved through a consistent, policy-driven workflow.

Free up your team from chasing signatures, sending reminders, and managing status updates manually.

Nutrient connects with your document management, business, or HR platforms to streamline downstream actions and recordkeeping.

Enforce policies, set validation rules, and log every action to meet audit and regulatory demands — without extra effort.

Give all stakeholders an intuitive interface to draft, review, approve, and archive documents — reducing errors and training time.

Get started today

See how streamlined document workflows can transform your operations — and give your team back hours spent on manual processes.

Connect to your tools, your way

Workflow Automation integrates with your tech stack — including finance systems, procurement platforms, and approval tools — using APIs, webhooks, or SFTP. No extra middleware required.

UBS logo
IBM logo
UBS logo
IBM logo

Frequently asked questions

Why should organizations automate document workflows?

Automation speeds up processing, reduces human error, improves compliance, and frees up teams to focus on more strategic work instead of chasing paperwork.

Can this integrate with document management systems or CRMs?

Yes. Nutrient connects with popular DMS platforms, CRMs, ERPs, and more — ensuring smooth data flow and avoiding duplicate work.

Do teams need technical skills to use this?

Not at all. Business users and ops teams can set up and manage workflows using Nutrient’s intuitive drag-and-drop interface, with IT help only for advanced integrations.

How does automation improve compliance and reduce risk?

Automated workflows ensure consistent processes, enforce approval rules, maintain detailed audit trails, and securely store final documents — reducing the risk of errors or regulatory gaps.

What’s the impact on team productivity?

Teams spend less time tracking documents or chasing approvals and more time on high-value tasks — boosting productivity and reducing frustration.

What’s the ROI of automating document processes?

Teams spend less time tracking documents or chasing approvals and more time on high-value tasks — boosting productivity and reducing frustration.

Get started today with a free trial

See how streamlined document workflows can transform your operations — and give your team back hours spent on manual processes.