Automate the manual work in TDox

FullSpec maps how TDox 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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TDox by the numbers

Insights from real process mapping sessions that involve TDox.

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

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Top 5 TDox friction points when done manually

Manually matching TDox documents to invoices

You spend hours cross-referencing documents in TDox against incoming invoices to verify they match before payment, catching mismatches by hand.

78% report this

Chasing missing TDox uploads from vendors

Vendors forget to upload required documents to TDox, forcing you to send repeated follow-up emails and track down files outside the system.

71% report this

Manually organizing TDox files by project

You reorganize and rename documents in TDox folders after they arrive because vendors upload them with inconsistent naming or to the wrong location.

62% report this

Extracting data from TDox for reports

You manually pull information from TDox documents and type it into spreadsheets to create status reports or compliance summaries.

51% report this

Verifying document expiration dates in TDox

You manually review TDox files to check expiration dates on licenses, insurance, and certifications instead of receiving automated alerts.

26% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in TDox

Browse popular TDox 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.

Add new Google Calendar events to TDox

Google Calendar + TDox

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Add new Magento customers to TDox

Magento + TDox

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Create customers in TDox from new contacts in Google Contacts

Google Contacts + TDox

Map it

Create Events in TDox from Gmail emails

Gmail + TDox

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Create events in TDox from new Google Forms responses

Google Forms + TDox

Map it

Create TDox customers from new Vtiger CRM contacts

Vtiger + TDox

Map it

Tools commonly connected to TDox

Most automations involve more than one tool. These are the ones that show up most often alongside TDox.

TDox Automation questions

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