Homestory, Morrows Advisory, and HPH Solutions have already integrated the Box Doc Gen API directly into their core workflows and their businesses, saving thousands of hours of manual work. These businesses are programmatically transforming raw data into professional documents at scale and collectively automating the generation of thousands of critical business records, wealth management reports, and customized transaction files every week.
Manual document generation is a pervasive productivity killer and, at a basic level, one of the easiest problems for AI to solve. Virtually every publicly available AI tool can generate documents on command.
But things get complicated when you introduce proprietary enterprise data and want to generate documents at scale and integrate them into greater workflows without compromising on security and content governance. You don’t want to expose company and customer data to public AI tools, or waste time manually cutting and pasting content from AI tools to internal docs. That’s not a secure, efficient, or, frankly, sensible way to scale document generation for the enterprise.
Box Doc Gen is a secure, streamlined option. It fits seamlessly into existing workflows by integrating directly to custom applications and software stacks via the Box Doc Gen API. This makes it easy for developers to programmatically transform raw data into polished, professional documents, while maintaining Box’s industry-leading security and compliance standards.
The Box Doc Gen API is purpose-built for high-value, high-volume workflows: generating thousands of customizable transaction records, contracts, or reports every week, seamlessly, inside the systems your teams already use.
Below you’ll learn, in detail, how three Box customers are leveraging Box Doc Gen to streamline their operations, integrate with key applications, and scale their document workflows.
Key takeaways:
- Box Doc Gen programmatically generates thousands of professional documents at scale from raw data to create 7,500+ documents a week
- Customers integrate Box Doc Gen via API with platforms like Workato to automate workflows and eliminate manual creation
- Combining Box Doc Gen with Box AI enables zero-touchpoint operations, completely eliminating manual document editing for firms like Morrows Advisory
Homestory uses Box Doc Gen for 7.5K+ documents a week
Homestory is a real estate and mortgage technology company based in Austin, Texas that helps mortgage lenders, banks, and real estate partners keep home buyers engaged throughout their purchasing journey.
In the fast-moving real estate market, delays in document processing can mean missed opportunities for buyers and lenders alike. To keep transactions moving, Homestory uses Box Doc Gen via API alongside Box-driven workflows. “Box Doc Gen helps us generate customizable documents at scale, which has greatly enhanced the quality of our record-keeping for complex transactions,” explains Matt Dally, VP of Product at Homestory. “API integrations have made this fit seamlessly into our workflows.”
Box Doc Gen helps us generate customizable documents at scale, which has greatly enhanced the quality of our record-keeping for complex transactions.
Homestory now automatically generates more than 7,500 documents every week. The API integration keeps the documents inside the workflow, rather than introducing another tool or another layer of document management, which provides a frictionless experience for Homestory’s partners and clients.
Morrows Advisory eliminates manual editing with Salesforce + Box AI
In professional services, documents are often highly customized, requiring data from customer relationship management (CRM) systems along with manual adjustments.
Morrows Advisory, a leading accounting and financial planning advisory firm based in Melbourne, Australia, helps clients manage their wealth, finances, and future. “We chose Box Doc Gen for its flexibility and seamless Salesforce integration,” says John Scerri, Lead Analyst at Morrows Advisory, “initially targeting straightforward merge documents to speed up our workflows.”
We didn’t anticipate was how transformative the tight integration with Box AI would become. We’ve now eliminated manual document editing from processes we once considered unavoidable. Box produces a polished final document without a single user touchpoint.
In the new API-enabled workflow, Box AI extracts relevant information from incoming files, generates tailored content, and passes it directly to Box Doc Gen to produce a polished, final document. By combining Salesforce flows, Box AI, and Box Doc Gen via API, Morrows Advisory now generates more than 900 documents a week, turning complex financial document creation into a fully automated, hands-free process.
“What we didn’t anticipate was how transformative the tight integration with Box AI would become,” says Scerri. “We’ve now eliminated manual document editing from processes we once considered unavoidable. Box produces a polished final document without a single user touchpoint.”
HPH Solutions streamlines wealth management reports with Box + Workato
For financial planning firms, speed and accuracy are paramount. Clients expect timely, personalized reports, and advisors need to know that sensitive financial data is stored in the right place, securely.
HPH Solutions, an Australian financial planning and wealth management firm, provides end-to-end services including retirement, investment, tax, insurance, and estate planning advice. To deliver these services to clients efficiently, the firm needed a way to rapidly generate complex wealth management reports and organize them automatically.
The capabilities of Box Doc Gen have magnified into a massive time-saving impact across our entire business.
By pairing Box Doc Gen with Workato to generate wealth management reports for clients based off of the data from Salesforce, HPH Solutions is generating more than 1,855 documents a week. Tom Haliday, Head of Technology at HPH Solutions, notes: “Box Doc Gen has allowed us to greatly streamline document generation. Financial planning documents are generated rapidly with dynamic file names and data and are saved directly to client folders. The capabilities of Box Doc Gen have magnified into a massive time-saving impact across our entire business.”
Your partner in document automation
By automatically transforming raw data into polished, professional documents, these organizations are reclaiming thousands of hours and eliminating manual touchpoints entirely.
By removing manual document creation from your own daily operations, your team can focus on what matters most: delivering value to your clients and growing your business.
Learn more about Box Doc Gen and the Box Doc Gen API.
