11 document and email automations for a large Lithuanian accounting firm
Since the summer of 2026 we've built 11 document and email automations for this firm. None of them is flashy. Each one takes a repetitive task off someone's desk.
Illustrative example · no client data
- Client and topic found
- Filed where it belongs
- Reply drafted
A person reads the draft, fixes it if needed and approves it.
What we can say about the firm's project
11
Document and email automations since the summer of 2026
Nothing goes to a client without a person's approval.
The biggest one
The shared inbox: from letter to approved reply.
When a letter comes in, the system works out which client and which topic it belongs to, files it there and drafts a reply. A person reads the draft, fixes it if needed and approves it.
- A letter comes in
- Client and topic worked out
- Filed where it belongs
- A reply is drafted
- A person reads, fixes, approves
Nothing goes to a client without a person's approval.
What else they do
Repetitive work, one task at a time.
A few examples besides the inbox:
Letters from institutions
Letters from institutions such as VMI and Sodra are tracked in one registry.
Invoices and the ledger
Invoices are reconciled against the general ledger.
Company details from a code
A company code is enough to fill in the company's details.
Documents from templates
Documents and letters are drafted from the firm's own templates.
In the firm's own environment
Everything runs in the firm's own environment.
What's not on this page
A time-saved figure.
We publish measured results. Targets and unmeasured estimates don't count.
The firm's name.
The firm stays anonymous, so we don't publish its name or the details of its setup.
Source
- The project
- Our own account of the work, as of 30 October 2026. The firm stays anonymous, so there is no public page to check it against.