Let a non-technical employee automate document prep with AI
A French online mortgage broker encourages every employee to automate their own work. A non-technical employee built a long multi-step workflow that retrieves loan data, uses ChatGPT to format it and sends the finished file to partner banks by email.
Reported results
Qualitative: the source highlights that a 63-step workflow was built by a non-technical employee; no time figure is given for this step.
Pick one repetitive hand-off that always uses the same data (e.g. a file sent to a partner).
Write down the exact format the recipient wants, with one perfect example.
Build the automation in small steps: fetch data, AI formats it to match the example, a human approves, then send.
Add a log of every file sent so mistakes can be traced.
⚠️ Watch out
Financial customer data: check your tool's data-processing terms and avoid pasting more personal data than needed.
Results are as reported by the source and have not been independently verified. Steps are our own suggestions. We are not affiliated with the vendors named and earn nothing from these links.
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