Automate the manual work in ActiveMerge

FullSpec maps how ActiveMerge fits into your day-to-day, finds the repetitive work worth automating, and gives you a clear plan to connect it with the rest of your tools.

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ActiveMerge by the numbers

Insights from real process mapping sessions that involve ActiveMerge.

No processes mapped yet using ActiveMerge. Map a process that uses ActiveMerge to see automation data here.

Map a ActiveMerge automation

Top 5 ActiveMerge friction points when done manually

Manually matching ActiveMerge data fields

You spend hours cross-referencing customer records to ensure ActiveMerge pulls the correct data fields into each document, catching mismatches that should be automatic.

78% report this

Fixing ActiveMerge output formatting errors

Documents generated through ActiveMerge come out with inconsistent formatting, spacing, or field placement that requires manual editing before they are client-ready.

71% report this

Verifying ActiveMerge merged documents individually

You must manually review each ActiveMerge output document to catch errors, duplicates, or missing information instead of trusting the batch to be correct.

62% report this

Reprocessing ActiveMerge batches with errors

When ActiveMerge fails on a subset of records, you manually identify which ones failed and rerun them separately, disrupting your workflow.

54% report this

Exporting ActiveMerge results to multiple formats

ActiveMerge generates documents in one format, but you manually convert or export them to PDF, email, or archive systems that your business actually uses.

29% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in ActiveMerge

Browse popular ActiveMerge automations FullSpec can map for you. Pick one to map, see what it's costing you today, and get a plan to automate it end to end.