Airdocs

Start by wiring Airdocs into the systems you already trust. Connect your CRM, billing, and data warehouse via REST API, SFTP, or prebuilt connectors, then map customer and account fields to reusable variables. Import existing PDFs/HTML or assemble new templates in the editor with conditional blocks, images, and data-driven tables. Define triggers—onboarding created, invoice posted, plan changed—and choose routing rules by audience, geography, or consent. Set channel preferences (email, SMS, chat apps, social DMs), add failover (e.g., SMS if email bounces), and set quiet hours. Lock in approvals with role-based sign‑off, run test sends to seed accounts, and move to production with version control and a clear audit trail.

For operations, automate the documents that keep your business moving. Build workflows for statements, receipts, service alerts, and policy packs that pull fresh data at send time. Use dynamic logic to tailor content by plan tier or region, and attach personalized PDFs only when required. Configure delivery windows (e.g., overnight for bulk billing) and set SLAs that escalate if a batch stalls. Track every message with real‑time status—queued, sent, opened, bounced—and trigger remediation automatically: retry, switch channel, or create a ticket. Your team can monitor a single dashboard to spot issues, pause runs, or roll back a template if needed, cutting manual handling and reducing rework. more