What can tools like AI document management do for your company? Find out.
By this point, we all know that AI delivers a smarter way to work. Whether you are engaging in predictive analysis, streamlining processes, or crunching vast amounts of data, AI helps you save time and effort.
At PeopleSense, we know that when your team is more productive, your business is more productive. That’s why we offer a range of products featuring useful AI capabilities. These solutions, including AI document management, are getting a lot of press right now — and for a good reason: they work.
As a business leader, it’s time to start considering what types of AI you should use at your company. Check out this small sample of what exists and start thinking about what would fit your needs.
AI Document Management
M-Files is an intelligent document management solution that has been leading the industry for years. Its new AI capabilities are geared to help your team find necessary information faster than ever so they can get more done every day.
M-Files’ AI capabilities include:
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Aino Chatbot
Pronounced “I know,” the Aino chatbot is an intelligent AI assistant. You and your team can ask Aino a question, and the chatbot will answer the question using data drawn directly from your company’s documents.
Because Aino is within M-Files, you know that the chatbot’s answers will always be based on relevant, fully up-to-date information. It will also maintain strict adherence to your company’s security permissions, ensuring that no one can access data they’re not supposed to.
In addition, Aino can provide:
- AI-driven document summaries
- Communication in any language
- Math-related or calendar-date-based answers
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M-Files Connector for Microsoft Copilot
Microsoft Copilot handles an impressive range of productivity tasks, which help your staff stay prepared and on track. The M-Files Connector for Microsoft Copilot provides Copilot with secure, permissions-based, confidential access to your M-Files data.
This ensures that your team completes Copilot-related tasks, such as generating a sales email, with accurate and up-to-date data.
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Smart Metadata
Do you need to classify or categorize documents easily? M-Files’ AI offers smart metadata suggestions for new documents you add to M-Files or for ones already in your vault.
M-Files’ AI document management tool analyzes how users use metadata and applies that learning to extract its own:
- Dates
- Organization names
- Person names
This makes documents easy to search for and find.
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Smart Migration
M-Files has the powerful capability to search your documents across many repositories. However, to find a document, it must have metadata. Instead of setting up metadata manually, you can use the platform’s AI tools. These provide a quick and easy way to migrate metadata into the M-Files platform by migrating existing metadata or generating new metadata automatically.
Finding information just got easier with M-Files. You’ll become a productivity powerhouse when you can use AI to search your data with precision, migrate data, classify and tag data with appropriate metadata, and leverage the awesome power of Microsoft Copilot. Imagine how much more you and your team will be able to get done every day just because you’re using M-Files.
AI Capabilities in Acumatica
Acumatica Cloud ERP gives your organization powerful end-to-end control over complex business processes. Its purpose-built editions are tailored to the needs of manufacturers, distributors, professional services firms, retail/eCommerce stores, and more.
The developers recently announced a slew of great AI features that act as a force multiplier, helping you do what you usually do at your business, but better and faster.
Their AI capabilities include:
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AI Chatbot
The power of LLMs and chatbots is awe-inspiring, and developers for the best solutions are working hard to implement chatbots into their products. Acumatica has a chatbot that provides clear and trustworthy answers to your team’s pressing questions.
Ahead of the crowd as always, Acumatica’s chatbot goes one step further than the chatbots you’re used to. Not only can it deliver text-based answers, it can also generate charts that are linked to drilldowns, so you and your team can dive into the data and learn more. Since it has permissions- and role-based security, your team can count on getting the data they need and have access to — with no clicks, queries, or reporting necessary.
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Anomaly Detection
In the past, your team had to go through data with a fine-toothed comb to identify errors. Acumatica anomaly detection leverages the power of AI to spot potential errors for you, so your team no longer has to check all the data, just the anomalies.
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AI Workflows
Imagine that you have just heard about a supplier delay. By setting up AI-driven workflows, you can teach your AI which actions to take next. Would you like the AI to automatically identify impacted customers and then write and send a notification email to them? An AI workflow in Acumatica can handle this, and more.
How many hours of work would that save you?
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AI Optimization
Everyone wants to squeeze the best performance from their ERP, and Acumatica’s AI tools can help. The cloud ERP’s built-in AI capabilities will monitor your system around the clock and also make proactive recommendations on how to improve ERP performance.
In addition, the AI checks for compatibility issues before running an update, so you can minimize potential business interruptions and rely on smoother updates.
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AI Integration
Do you have AI solutions you already use and love? Acumatica makes integrating third-party AI tools into its platform easy so that you can use your preferred AI securely and accurately with your data.
From providing fast, accurate answers to helping you save time by letting AI take care of tedious, rote tasks, Acumatica’s AI capabilities represent AI that just works. And it is incredibly flexible. Whether you want to use Acumatica AI with or without human interaction or you want to build your own AI tools, the cloud ERP has got you covered with everything you need to set up your ideal AI processes.
From AI Document Management to AI-Driven Workflows and More, Trust PeopleSense to Help You Start Using AI at Your Business
If you want to maintain your competitive edge, now is the time to start leveraging AI at your company. If you build your team’s AI skills and familiarity with the processes early, you’ll not only get more done every day than your competitors (and with less staff), you’ll know how to pull ahead of your competitors who are still stuck using slow, manual processes.
Start off on the right foot with your AI journey. Work with the experts at PeopleSense to implement proven, productivity-driving tools with cutting-edge, secure AI capabilities into your workday. Whether you’re looking for AI document management, workflows, or even more, PeopleSense is happy to help.
Contact PeopleSense to Get Started
Since 2003, PeopleSense has established itself as the definitive ERP and single source workforce management solution provider for businesses of all sizes throughout the U.S. and Canada, offering consulting for Made2Manage® and Intuitive®, Sage HRMS, time and attendance solutions, Acumatica, and related services and products. PeopleSense provides clients with the peace of mind that comes from working with experienced consultants dedicated to customer service, who are affordably priced with no annual contracts. Reach out to get your business software questions answered.