M-Files | findAIList | findAIList

M-Files | findAIList | findAIList

Use Cases

Contract Lifecycle Management

Legal teams losing track of renewal dates and contract versions across email and local drives.

VIEW EXECUTION STEPS

1.

Upload contract to M-Files.

2.

System automatically tags it with 'Expiry Date' and 'Vendor Name'.

3.

Workflow triggers a notification 30 days before expiry to the Legal Lead.

4.

Collaborate on redlines using native Word integration.

5.

Finalize with e-signature via integrated DocuSign.

Automated Invoice Processing

Manual data entry for hundreds of monthly invoices leading to errors and late payments.

VIEW EXECUTION STEPS

1.

Invoices received via email are automatically ingested.

2.

AI extracts vendor name, amount, and GL code.

3.

Invoice is matched against a Purchase Order in the ERP system.

4.

Workflow routes the invoice to the department head for mobile approval.

5.

Approved data is synced back to the accounting system for payment.

Quality Management (QMS) in Manufacturing

Difficulty maintaining current SOPs and ensuring all staff have read the latest versions.

VIEW EXECUTION STEPS

1.

New SOP is drafted and tagged as 'Controlled Document'.

2.

Workflow manages review and formal approval.

3.

System automatically archives the old version and distributes the new one.

4.

Staff receive 'Read and Understood' tasks.

5.

Analytics dashboard shows compliance percentage for audit readiness.

Client Onboarding in Professional Services

Fragmented client data across CRM and file servers causing slow project starts.

VIEW EXECUTION STEPS

1.

New client created in Salesforce triggers a client object in M-Files.

2.

A secure Hubshare portal is automatically provisioned for the client.

3.

Client uploads KYC documents via the portal.

4.

AI checks for document completeness.

5.

Onboarding team receives a notification that the file is ready for review.

Project Documentation Management

Engineering teams struggling to find the 'as-built' drawings for specific assets.

VIEW EXECUTION STEPS

1.

Drawings are tagged with 'Project ID' and 'Equipment Code'.

2.

Users search for the Equipment Code rather than a folder.

3.

M-Files displays all related drawings, manuals, and maintenance logs.

4.

Offline access via mobile app for field engineers.

5.

Automatic version tracking ensures the engineer sees the latest drawing.

HR Employee File Management

Sensitive HR documents stored in unsecure folders with poor access control.

VIEW EXECUTION STEPS

1.

HR uploads employee contract.

2.

Metadata-based permissions restrict access only to the HR Director and the specific Employee.

3.

Retention policy is automatically applied based on 'Termination Date'.

4.

System sends alerts for expiring certifications or visas.

5.

AI summarizes performance reviews for end-of-year reporting.

Knowledge Base Democratization

Valuable institutional knowledge buried in thousands of old project reports.

VIEW EXECUTION STEPS

1.

Employee asks M-Files Aino: 'What were the main risks identified in our 2023 bridge projects?'

2.

AI scans all documents tagged 'Project Report' from 2023.

3.

AI generates a summary with citations to specific documents.

4.

User clicks citations to open the source material directly.

5.

User saves the summary as a new 'Knowledge Object' for the team.

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