Automation (Autom8)

Let your records experts do records work.

Autom8 captures source documents and their metadata, files them to your chosen records system, and applies the governance controls configured there, automatically, while staff keep working where they prefer.

  • Zeromanual filing for your team
  • Everycapture logged in the audit trail

How Autom8 applies your rules

Illustrative, example systems

InEight DocumentsDocument registerInEight MailCorrespondenceInEight FormsField recordsEDRMSRecord locationSharePointFolder TestPKG1Review queueExceptionsRULES ENGINEMETADATA MAPPINGInEight mandatory fieldEDRMS fieldDocument numberDocument IDTitleTitleRevisionVersionPackage IDFolderYOUR RULESIF New revision in InEightTHEN Push record to its EDRMS locationIF Package ID = TestPKG1THEN File to EDRMS folder TestPKG1IF No rule matchedTHEN Hold and send to a reviewer

During configuration, every mandatory metadata field in InEight is matched to its field in the EDRMS, so each record arrives complete.

The problem

Your most experienced records people spend their weeks processing, and every busy period means hiring more of them.

Large organisations often add 10 or more Records Officers in peak project periods just to keep up with processing, at a cost of millions.

Documents wait in queues for someone to file them, and the audit questions arrive before the filing does.

The work is important, but it is not records management. It is movement work that a connection layer should be doing.

How it works

Step by step, no black box.

Map

Map source documents and their metadata to the destination files and fields in your records system.

Connect

Connect the business process systems and the records system, API to API.

Capture

Documents and their metadata are captured as work happens, on triggers or on a schedule.

Govern

The governance controls configured in your records system are applied as records land.

Scenarios

Where this shows up.

Covering peak periods with a lean team

Processing volume spikes at the end of projects and reporting periods. Autom8 absorbs the spike, so the team stays the same size and the filing still happens on time.

Approved documents that file themselves

When a document reaches the status you choose, it is captured with its metadata and filed to the records system. Document Controllers stop chasing queues.

Staff work where they prefer

Autom8 captures all your records to a single source of truth with governance applied, while teams have the freedom to work where they are most efficient.

Under the hood

What it does, and what that gives you.

Capture all your records to a single source of truth while your teams keep working where they are most efficient. Linked documents maintain their relationships, so the context stays with the record.

Automatic capture

Source documents and their rich metadata are captured without manual filing.

Records Officers stop filing and start managing records.

Metadata carried across

Required originating fields map to the correct destination fields as documents move.

Every document lands complete, classified and findable.

Governance applied automatically

The governance controls configured in your records system are applied as records land.

Compliance happens as work happens, not after it.

Triggers on status or schedule

Capture fires when a document reaches a status you choose, or on a schedule you set.

The automation matches your process, not the reverse.

Exception handling and retries

Anything that cannot be filed is flagged, retried and queued for review with the reason attached.

Nothing disappears quietly, and nothing blocks the queue.

Full audit trail

Every capture is logged: what, when, from where, to where, and under which rule.

You can show exactly how every record arrived.

Linked documents stay linked

Linked documents maintain their relationships as records move between connected systems.

Related records remain connected in your source of truth.

What does manual processing cost you?

How many people spend how many hours a week capturing, filing and re-keying? Multiply it out and the number is usually a surprise.

ANNUAL COST OF MANUAL PROCESSING

$686,400

Every year, spent on work a connection layer does continuously, with an audit trail, while your experts do records work.

In our projects, the annual cost of integr8 is typically around half the cost of one full-time records employee.

Request a demo

Proof, not promises

What a proof of concept looks like for this.

STEP 1

Pick one process

We connect the business process system and your records system with test data.

STEP 2

Configure the rules

Triggers, metadata mapping and filing rules configured with your team.

STEP 3

Run for three months

Watch the capture log build and the queue stay empty.

STEP 4

Decide

Extend to more processes, or stop with the numbers in hand.

Who it is for

Built for your side of the fence.

PUBLIC SECTOR

Agencies balancing staff workflows with records and archives obligations, where processing crowds out real records management.

COMMERCIAL

Complex or regulated organisations that need consistent document control without manual bottlenecks.

THE ROLE THAT FEELS IT MOST

The Records or Information Manager whose experts are bogged down in processing instead of managing records.

Questions

The questions we get asked first.

See Autom8 on your own systems.

A three-month proof of concept on two of your systems. You watch it run, then decide.

A short call. No pitch deck.