We look at what you writeWe start with the three documents you prepare most.
Document and report generationProposals, contracts and reports no longer start from a blank page.
The template is prepared once, and the blanks fill from the record in your system. Proposals, contracts, listing copy and monthly reports reach you in a few minutes. Signing and sending stay your decision.
Where documents draw from
- Google Drive
HubSpot
Google Sheets
Notion
Airtable
PostgreSQL- Word and PDF
How it works
You do not write the document,you read it and approve it.
First we look at which documents you write and how often. Then we prepare the template and note which record fills each blank. When the document is ready, the source of every field sits next to it and the document comes to you for approval.
The template is preparedEach blank is matched to the record that fills it.
The document fills and comes to youEvery field shows where it came from.
What we set up
The template is prepared once,the figures come from your system every time.
The slowest part of any document is finding the figures and putting them in the right place. The six parts below take on that job; the wording and the signature stay with you.
One template, any number of documents
Proposals, contracts, listing copy, decks and monthly reports come from the same template pool. When a template changes, new documents use the new version; signed documents stay as they are.
The figures come from the system
Price, quantity, dates and client details are read from your CRM and spreadsheets, never typed into the document. If the record changes, the document carries the new value the next time it is prepared.
Approvals and versions are recorded
A draft joins the approval queue first. Who approved which version and when is recorded; the old version is never deleted and sits next to the new one.
Missing information is flagged
If a field in the template has no match in the record, nothing is guessed. The field stays empty and the person who should fill it is flagged.
Your house style is kept
Legal notices, signature blocks and price wording are locked blocks; they stay exactly as you wrote them. Only the description paragraphs are written fresh for each document.
The document goes to the right folder
The finished document is saved to a Drive folder, attached to the client's CRM record and sent into the signing flow. You decide during set-up where each document goes.
Every document type
You start with one template,and the pool grows over time.
The first set-up covers the three documents you write most. A fourth document needs no new project; one more template joins the same pool and uses the same approval path.
- The template is prepared once
- The figures come from your own systems
- A person always signs
Frequently asked
Document and report generation Frequently asked questions
No. A draft is prepared and joins the approval queue. A person always decides on signing and sending; if you use a signing flow, the draft goes into it and you are still the one who signs.
No. We take the Word or Drive templates you use today as they are. The only change is that the blanks fill from the record in your system instead of by hand.
From your own systems: the CRM record, the price list, the operations tables and the accounting exports. A figure with no match in those sources is never written into the document; the field stays empty and is flagged.
Only information from the connected sources enters the document, and every field shows its source. The approver sees where each figure came from on one screen and checks it.
Nothing. Every document carries the template version it was prepared with; a new version is used only from then on. Older documents are prepared again only if you ask.
On your own infrastructure: in your Drive folder, on your CRM record or on your own server. Your documents are never used to train a model.
We suggest starting with the three documents you write most. Once the pool is running, adding a fourth template takes a few days.
Discovery takes a week. In that week we work out the three documents you write most and which record fills each field. The first live workflow opens within 4-8 weeks, depending on the number of templates, the source systems and the approval rules. The exact timeline for you is written in the discovery report.
Two things are measured during discovery: how long a document takes to prepare on average and how many times it is corrected before it is signed. Once the pool opens, both are measured again and shown side by side in the report.
Documents we prepare
Where each document draws its data fromand who approves it is clear.
The source and approval path of each document type are written down separately. A contract goes through legal approval, and the content owner approves listing copy.
Proposal
Prepared from the CRM record and the price list; reaches the sales owner for approval as a PDF and an email.
Contract
Prepared from the approved template and enters the signing flow with legal approval.
Listing and marketing copy
Text and an image block are prepared from the product or listing record, and the content owner approves.
Monthly report
A PDF and a board are prepared from the operations tables and shared with management approval.
Deck
Fields fill from the CRM record and the spreadsheets, and the deck owner approves the draft.
Formal letter
Prepared as Word and PDF in the company template, and waits for the signatory's approval.
Related products
Where this is used
- Web design: a fast, searchable site that does part of the workWeb design is the planning and coding of the site that lets customers find, understand and contact a business. ALTAI Digital builds sites from scratch rather than from templates: pages load fast, are structured the way Google reads them, and the domain and hosting are registered in the client's name. Depending on the sector, booking, reservations, a QR menu and a WhatsApp line are part of the same build. Discovery takes a week; the site goes live in four.
- Automation agency: workflows that run in your account and never fail silentlyAn automation agency is a service firm whose job is to turn repeated manual steps into software workflows, then build and monitor them. ALTAI Digital builds each workflow in n8n, Make or Zapier and writes down why that tool was chosen. Every workflow is documented with its trigger, steps and failure handling. Every run is written to a log. A failed run is queued, reported and retried. Payments, sends and deletions wait for a person's approval. Workflows are handed over in your own account.
- Invoice automation: the draft builds itself, the approval stays with youInvoice automation is a workflow that builds invoice drafts from order, delivery or contract records and sends approved ones to the accounting software. A person makes every approval. ALTAI Digital does not issue invoices. We do not replace your accountant or your accounting software, such as Xero, Exact or QuickBooks. The flow reads data from your CRM or spreadsheets and puts each draft in an approval queue. Approved records move on by API where available, otherwise by a bridge. Payment reminders and supplier invoices run in the same flow.
- Law firm website design: an informative, searchable site within bar rulesA law firm website presents the firm's practice areas, lawyers and contact details in an informative register. Bar rules in most European jurisdictions restrict claims of superiority and promises of outcome, so it cannot be written like a marketing site. ALTAI Digital builds firm sites within that boundary. Each practice area gets its own page, the questions clients ask most get guide articles, and intake, appointments, GDPR notices and a structure Google can read are part of the build.
- Law firm automation: intake, document drafts and deadline remindersLaw firm automation is a set of rule-based workflows that run a firm's repeated administrative work. It covers enquiry intake, document drafts from the firm's own templates, hearing and deadline reminders, client updates and a searchable document archive. ALTAI Digital builds these flows on the firm's own rules and templates. The system gives no legal advice; signature and decisions stay with the lawyer. Client data stays in the firm's own accounts and is not used to train models. The first live flow opens within four to eight weeks.
- Estate agency automation: every enquiry in one queue, every follow-up on a ruleEstate agency automation is a set of workflows that collects enquiries from portals, WhatsApp, Instagram and the website in one queue. Each enquiry is assigned to an agent, and follow-up runs on a written rule. New listings are matched against applicants' saved criteria. Descriptions and brochures are drafted from the property record and wait for approval. Old contact archives move across with a raw backup. We work from Rotterdam and Istanbul. Discovery takes one week; the first live workflow opens within four to eight weeks.
Terms explained
- Google Business ProfileGoogle Business Profile is the free listing that shows a business on Google Maps and in search results. It holds the address or service area, opening hours, phone number, website link, photos, services and customer reviews. Once the owner verifies the listing, they control what it says. The three-business list shown with a map in local searches is made up of these profiles.
- QR menuQR menu is the name for a digital menu that opens when a guest scans a code on the table with a phone camera. No app download is needed. A well-built QR menu is a page on the restaurant's own website: it is edited in one place, and a price change shows at the table at once. A poorly built one is a scanned PDF or a page on someone else's domain.
- Booking engineBooking engines sit on a hotel's own website and let a guest pick dates, read the terms and reserve a room without an intermediary. Availability, room types, price rules and cancellation terms are all defined inside the engine. The guest picks the dates, sees the conditions and finishes the booking. The reservation lands with the hotel directly.
Next step
We write the proposal after we have found the problem together
In a thirty-minute call we listen to how you work and talk through where time and customers are slipping away. If you do not need a digital fix, we will tell you that too.
30 minutes · no preparation needed
Discovery call
Root causefound together
Optionstalked through
Demoafter discovery
Next stepin writing
