Filling Checklist Metadata with AI
We’re excited to announce the launch of Unifize AI for checklist data entry in Unifize!
This major upgrade helps you complete checklists faster, more accurately, and with fewer manual steps.
What’s New:
AI from Incoming Emails
Automatically populate checklist fields based on the content of incoming emails. Save time when handling requests, issues, or documentation submissions.
AI from Document Uploads
Upload structured or unstructured documents (PDFs, DOCs, etc.) and have Unifize extract key information directly into your checklist fields.
AI Guided Multi-Step Flow
Walk through a simple, guided AI-powered form that suggests data for each field step-by-step, reducing cognitive load and speeding up checklist completion.
Key Benefits:
Eliminate repetitive manual data entry
Reduce errors in capturing incoming information
Shorten turnaround times on record creation and updates
Availability:
This feature is live for all users with checklist creation/edit permissions.
🔗 Learn how to enable and use AI-assisted checklist entry
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