Document Automation
Contracts and invoices bounce between email, Word, DocuSign, and shared drives with no consistent naming or approval tra...
Document Automation
Ghost generates documents from templates, routes approvals, collects signatures, and archives to SharePoint or Drive automatically.
AI-native automation
Combine flows and agents instead of brittle scripts.
Enterprise connectors
OAuth-ready integrations plus browser fallback.
Observable runs
Logs, screenshots, and credit usage on every execution.
Template acceleration
Import proven workflows and customize in minutes.
Ready to automate?
Ghost generates documents from templates, routes approvals, collects signatures, and archives to SharePoint or Drive automatically.
Capabilities
AI-native automation
Combine flows and agents instead of brittle scripts.
Enterprise connectors
OAuth-ready integrations plus browser fallback.
Observable runs
Logs, screenshots, and credit usage on every execution.
Template acceleration
Import proven workflows and customize in minutes.
Success metrics
70% faster contract cycle; Zero lost agreements in inbox; Full audit trail per document
Real-world workflows
The manual problem
Contracts and invoices bounce between email, Word, DocuSign, and shared drives with no consistent naming or approval trail.
The automated solution
Ghost generates documents from templates, routes approvals, collects signatures, and archives to SharePoint or Drive automatically.
Step 1
Connect DocuSign and document storage
Step 2
Build template with merge fields from CRM
Step 3
Define approval chain by dollar threshold
Step 4
Trigger on opportunity stage or form submit
Step 5
Archive signed PDF with metadata tags
Step-by-step automation
Step 1
Trigger → Process → Notify stakeholders
Step 2
Scheduled batch run with exception queue
Step 3
Human approval gate for high-risk actions
Get started in minutes
Step 1
Connect DocuSign and document storage
Step 2
Build template with merge fields from CRM
Step 3
Define approval chain by dollar threshold
Step 4
Trigger on opportunity stage or form submit
Step 5
Archive signed PDF with metadata tags
See Document Automation in action
Browser, API, desktop, and agent execution — one platform.
Try it free