The best part of document automation is that it automatically updates the data throughout your report whenever your Excel spreadsheet changes. Document automation software automatically updates your document with the latest charts and tables. It even automatically updates your document with numbers that you have included in your text.
That means you no longer have to copy-paste your tables and charts into your document every time your Excel data changes. That means you no longer have to scan your document with a fine-toothed comb to discover if some of the numbers in your report or presentation have become obsolete.
Above all, that means that you can spend more time doing what you are great at: superior analysis and great content. Automating your documents with Epsillion means that you'll waste less time on the least important tasks -- those pesky, repetitive things that nobody likes doing.
Before you choose the software to automate your documents, make sure it handles data updates flawlessly and simply. Does the solution allow you to use Excel, CSVs, JSON, and databases? Does the solution let you use Microsoft Word? Does the solution allow for one-click updates? You should expect these in any well-made document automation solution.
If you're just starting to learn about automation and how it can help you and your company, we recommend reading more at our document automation blog. Or, if you know what you need and just want to start, contact us today!
These YouTube videos will help you get started with—and master—Epsillion.
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