FormGenie AI: Automating Document-Driven Workflows with Creatio
Organizations across every industry rely on documents like contracts, invoices, forms, certifications, reports, to run day-to-day operations. But because these documents arrive in multiple formats (PDFs, scans, unstructured text), staff often spend hours manually extracting information, retyping values, and updating CRM or ERP records. These repetitive tasks slow down workflows, introduce errors, and make it harder for teams to operate efficiently.
CloudWave’s FormGenie AI, built natively for the Creatio platform, automates this entire process. The solution reads any uploaded document, extracts key fields with AI, and allows users to populate Creatio records with a single click – turning slow, manual document handling into a fast, reliable, and scalable workflow.
The Challenge
Across finance, procurement, HR, legal, operations, and customer service teams, document-driven processes tend to follow an inefficient pattern:
- Staff receive a document
- They search for the key values
- Copy/paste or manually retype them into a Creatio form
- Double-check for accuracy
- Attach the file to the record and move on
This creates bottlenecks across the organization. Even small mistakes like missed fields, typos, incorrect amounts, or mis-entered dates – can cascade into downstream problems such as reporting inconsistencies, compliance risks, or costly rework.
Teams need a reliable way to reduce manual entry, standardize document processing, and increase accuracy without redesigning their existing systems.
The Solution: Creatio FormGenie AI
FormGenie AI uses intelligent document processing to extract structured information directly from uploaded attachments. Users can upload a document through Creatio’s standard interface, view all suggested field values, and update the record instantly.
Key Capabilities
Automated Data Extraction: Users simply upload a PDF or .docx to a Creatio record. FormGenie AI analyzes the document and identifies relevant fields like names, dates, amounts, IDs, line items, and more.
Easy Document Selection & Review: All processed attachments appear in a dropdown list, making it effortless to choose which document to extract from.
One-Click Field Population: With the "Update" action, users apply extracted values directly into Creatio fields, eliminating retyping and manual cross-checking.
Human-in-the-Loop Control: Users maintain full visibility and control. They can review suggested values, adjust them if needed, and ensure accuracy before finalizing updates.
Workflow Efficiency + Compliance Support: By reducing errors and providing clear traceability from each extracted value back to the source document, FormGenie AI supports audit readiness and regulatory alignment, especially for data-sensitive industries.
How It Works
1. Upload or Attach a Document
Users add a file like an invoice, contract, form, agreement, or report to the Attachments section of any Creatio record.
2. FormGenie AI Processes the File
The system automatically reads the document in the background, analyzing structure, text, and key-value pairs.
3. View Suggested Field Values
The user selects the processed document and sees all extracted data points presented in a structured list.
4. Apply Values with a Single Click
With one action, all validated values populate the record’s fields, preserving accuracy and saving significant time.
5. Continue Workflow with Clean, Structured Data
Once updated, Creatio automations, approvals, and downstream workflows use the standardized data instantly.
Impact: Faster Workflows, Fewer Errors, Better Data Integrity
By bringing AI-powered document extraction directly into Creatio, FormGenie AI helps streamline document-heavy workflows and reduce manual data entry across key departments. It improves data quality with consistently structured information, accelerates processing for forms and invoices, and strengthens compliance through clear traceability to the original document.
By eliminating repetitive tasks and minimizing errors or rework, teams can process higher volumes of documents with greater confidence and far less effort, without changing their existing workflows or systems.
About CloudWave
CloudWave Inc. is a Virginia-based IT consulting firm specializing in AI, automation, low-code development, and secure cloud transformation. With deep expertise in platforms like Salesforce, Creatio, Microsoft, and more, CloudWave helps public and private organizations modernize operations, enhance compliance, and improve efficiency through trusted, human-centered technology solutions. For more information, get in touch with us here.