AI PLATFORM
Forms & Workflow

Describe the process.

DocMGT AI builds it.

Start with a prompt, PDF, Word document, or image. DocMgt AI creates the form and the business process behind it.

How it works

See it build. Step by step.

From your description to a complete, ready-to-use application.

AI Builder

Describe what you need...

Create a purchase request with manager approval over $5,000 and CFO approval over $10,000.

Step 1

Describe it

Tell DocMgt AI what you need in plain language.

AI Builder

Describe what you need...

Create a purchase request with manager approval over $5,000 and CFO approval over $10,000.

Step 1

Describe it

Tell DocMgt AI what you need in plain language.

AI Builder

Purchase Request

Publish

Requestor

Jane Smith

Department

Operations

Date Needed

May 7, 2025

Cost Center

Office equipment upgrade

Step 2

AI creates the form

The e-form is built with the right fields, logic and layout.

AI Builder

Purchase Request

Publish

Requestor

Jane Smith

Department

Operations

Date Needed

May 7, 2025

Cost Center

Office equipment upgrade

Step 2

AI creates the form

The e-form is built with the right fields, logic and layout.

AI Builder

Request Submitted

Manager Approval

Finance Approval

CFO
Approval

Complete

Step 3

AI builds the workflow

Routing, approvals and business rules are created automatically.

AI Builder

Request Submitted

Manager Approval

Finance Approval

CFO
Approval

Complete

CFO
Approval

Complete

Step 3

AI builds the workflow

Routing, approvals and business rules are created automatically.

AI Builder

Users & Teams

Permissions

Rules

Notifications

Documents

Requestors

Employees

Managers

Department Managers

Finance

Finance Team

Cost Center

Office equipment upgrade

Step 4

AI configures the process

Users, teams, rules, notifications and permissions—set up and ready to go.

AI Builder

Users & Teams

Permissions

Rules

Notifications

Documents

Requestors

Employees

Managers

Department Managers

Finance

Finance Team

Cost Center

Office equipment upgrade

Step 4

AI configures the process

Users, teams, rules, notifications and permissions—set up and ready to go.

AI Builder

My Requests

12

Pending My Approval

7

Approved

24

This Month

$84,290

Request ID

Requestor

Department

Amount

Status

Last Updated

PR-0247

Jane Smith

Operations

$4,450.00

In Progress

May 7, 2025

PR-0246

Robert Lee

IT

$7,320.00

Pending Approval

May 7, 2025

PR-0245

Maria Gomez

Facilities

$1,010.00

Approved

May 6, 2025

Step 5

AI configures
the process

Live, automated, and working for you.

AI Builder

My Requests

12

Pending My Approval

7

Approved

24

This Month

$84,290

Request ID

Requestor

Department

Amount

Status

Last Updated

PR-0247

Jane Smith

Operations

$4,450.00

In Progress

May 7, 2025

PR-0246

Robert Lee

IT

$7,320.00

Pending Approval

May 7, 2025

PR-0245

Maria Gomez

Facilities

$1,010.00

Approved

May 6, 2025

Step 5

AI configures
the process

Live, automated, and working for you.

See it build.

Step by step.

From your description to a complete, ready-to-use application.

Start with an idea.

Describe what you need in plain language.

Create an expense reimbursement process for employees with manager approval.|

Or start with what you already have.

Upload a PDF, Word document or image and turn it into an intelligent e-form.

More than a form builder.

DocMgt AI builds the structure behind the process—not just the screen people fill out.

DocMgt AI builds the structure behind the process—not just the screen people fill out.

E-forms

Smart, responsive and easy to use

Record Types

Organize data the right way

Workflows

Automated routing and approvals

Rules & Logic

Business rules that enforce policy

Users & Teams

The right people, right access

Notifications

Keep everyone in the loop

Permissions

Secure, role-based by design

Documents

Attach, manage and connect

From weeks of configuration
to minutes of creation.

Traditional Approach

Traditional Approach

6 Weeks

Plan

Configure

Build

Test

Revise

Deploy

Plan

Configure

Build

Test

Revise

Deploy

DocMgt AI

2 minutes

Describe

Review

Publish

Describe

Review

Publish

AI builds it. You stay in control.

Review every field, rule and step. Make changes with simple tools.

Get started

What process would you build?

In minutes. Book a personalized demo and see your processes come to life.

No commitment. Just answers.

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