Mail Merge and Attach Automation
Automate Mail Merge Reports with Our JST Data Feed Solution
Streamline your Archer workflows and eliminate manual reporting tasks with our powerful Mail Merge Automation solution. Building on the efficiency of traditional mail merge capabilities, this tool leverages a JST data feed to automatically generate and attach mail merge reports to your Archer records.
How It Works:
- Targeted Report Configuration: Easily configure an Archer report to identify your target records. For example, you can set it to capture all records with a status of “Pending Final Reports,” ensuring only relevant data is processed.
- Automated Generation & Attachment: Our JST data feed takes over, seamlessly generating your mail merge reports and automatically attaching them to the corresponding Archer records.
- Workflow Automation & Notifications: Beyond just reporting, the solution can be configured to update the status of records after the mail merge report has been generated and attached (e.g., changing the status to “Completed”). This critical step can then trigger subsequent actions, such as automated notifications, keeping your teams informed and your processes moving forward without delay.
Key Benefits:
- Save Time & Resources: Eliminate manual report generation and attachment, freeing up your team for higher-value tasks.
- Boost Efficiency: Automate your reporting workflows for faster turnaround times and improved operational efficiency.
- Enhance Accuracy: Reduce human error inherent in manual processes.
- Improve Communication: Trigger automated notifications upon report completion, ensuring stakeholders are always up-to-date.
Ready to transform your Archer reporting processes? Discover how our Mail Merge Automation solution can bring new levels of efficiency to your organization.