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Free intro call

Still have questions? Free intro call or write to us.

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Email: [email protected]

Phone: 01516 7732274

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KI-Dokumentenerstellung

Foto: Robert Clark · Pexels

Services

KI-Dokumentenerstellung

Document generation turns templates and company data into reviewable drafts for proposals, reports, or minutes.

Free intro call

About this solution

From template, master data, and notes comes a reviewable draft for proposals, reports, or minutes. Your team approves — instead of stitching old files together.

Many documents matter but repeat: proposals, field reports, project status, meeting notes, or handoffs. Still, every time someone searches, copies, and rewrites.

We build generation for one concrete document type. The solution pulls data from CRM, ERP, forms, or notes, fills your template, and drafts the missing text.

The solution runs with us, on your own on-premises hardware, or in a German cloud. Approvals, template rights, and stored drafts are defined together.

Audience

You regularly create similar proposals, reports, or minutes and want less copy-paste in Word, Excel, or email.

Duration

6–8 Wochen

How it fits together

First we clarify the bottleneck, then we build this solution and connect it to the tools your team already uses.

  1. 01

    Daten & Vorlagen

    Together we collect examples, required fields, and approvals.

  2. 02

    Hier

    Erzeugen

    The solution writes reviewable drafts from your data.

  3. 03

    Connect

    CRM, ERP, Word, and approvals fit into daily work.

What this can look like

Typical situations from consulting, engineering, and technical teams. Not client case studies.

Beispiel 01

Engineering office

Ausgangslage

Proposals are built from old Word files, project photos, and notes from chat and calls.

Ergebnis

Proposal draft from service building blocks, customer data, and project notes, exportable as Word or PDF.

Beispiel 02

Engineering office

Ausgangslage

Reports to doctors or payers are assembled from templates, findings, and progress notes.

Ergebnis

Report draft from vetted templates and project data, with team approval.

Use cases

  • Angebote aus Leistungsbausteinen erstellen
  • Prepare field and service reports
  • Write minutes from notes and meeting data
  • Use standard text and required fields consistently

Integrations

  • Word, Excel, PowerPoint
  • Microsoft 365 / Google Workspace
  • CRM and ERP
  • DMS and workflow tools

Implementation

  • Week 1–2: You provide templates, examples, and approval rules
  • Week 3–4: We build data logic and draft generation
  • Week 5–6: Output, systems, and approval are connected
  • Week 7–8: Test with real cases and go-live

FAQ

Does this make sense for only a few documents?

Yes, if one document is often structured the same way or causes lots of coordination. We start with one document type, not every template.

How does pricing work?

Together we define template, data sources, required fields, and output format. That yields a fixed price for the first document type.

Where do templates and company data live?

They can be processed with us, on your own hardware, or in a German cloud. Rights and storage are defined upfront.

Do we need IT, and who maintains templates?

You provide samples and make the domain decisions. Template changes, new text blocks, and technical maintenance can be supported.

Does this replace our quoting or industry software?

No. The solution creates drafts and can pass data along; the leading business system stays in place.

Often pairs with

All services

  • Foto: Landiva Weber · Pexels

    ServiceAI document analysisInvoices, forms and order data from PDFs are read out and made available for approval. Your team checks the fields, doesn't type them anymore.

  • Foto: Pușcaș Adryan · Pexels

    Servicen8n-AutomatisierungA first workflow runs between mail, spreadsheets, CRM, and business software, reports errors, and is documented so your team understands it. AI only where text or documents matter.

  • Foto: Diana ✨ · Pexels

    ServiceRetrieval Augmented Generation (rag)Your team asks for manuals, FAQs or quotation modules in everyday language and sees the source — instead of digging through PDFs and network drives while customers wait.

Book a free intro call

Julius Haring, founder of aixRun

“In 30 minutes we clarify which asset — knowledge, relationships, specifications — justifies a system, and what the smallest useful slice is.”

Julius Haring, founder of aixRun
No obligation and free. One contact from idea to running system.

Free intro call01516 7732274[email protected]Contact form