Six documents to automate with Fluency

Overview: What can I automate?

The best teams are always seeking ways to automate tedious manual tasks. Start by tackling these 6 examples with Fluency.

Software Training

Bringing on new tools is never easy—make it easier with clear, step-by-step guides. Digital adoption is now slightly less of a headache.

Customer Guides

If you frequently work with customers, clients, or partners, you likely need to create documentation to help them navigate your systems or processes.

Compliance Documentation

Navigating regulations can be daunting. Clear documentation helps ensure your processes stay compliant and stress-free.

Quick 'how-to's

Simplify everyday tasks with easy-to-follow, step-by-step guides. Send off guides with ease and avoid hopping on 'quick' Zoom calls to

re-explain a process.

Staff Onboarding

Streamline the onboarding process for new team members with clear guides to help them get up to speed faster.

Process docs

Some roles, like those in the middle office of financial services, require creating tons of process documents—it's a core part of the job.

Overview: What can I automate?

The best teams are always seeking ways to automate tedious manual tasks. Start by tackling these 6 examples with Fluency.

Software Training

Bringing on new tools is never easy—make it easier with clear, step-by-step guides. Digital adoption is now slightly less of a headache.

Customer Guides

If you frequently work with customers, clients, or partners, you likely need to create documentation to help them navigate your systems or processes.

Compliance Documentation

Navigating regulations can be daunting. Clear documentation helps ensure your processes stay compliant and stress-free.

Quick 'how-to's

Simplify everyday tasks with easy-to-follow, step-by-step guides. Send off guides with ease and avoid hopping on 'quick' Zoom calls to

re-explain a process.

Staff Onboarding

Streamline the onboarding process for new team members with clear guides to help them get up to speed faster.

Process docs

Some roles, like those in the middle office of financial services, require creating tons of process documents—it's a core part of the job.

Overview: What can I automate?

The best teams are always seeking ways to automate tedious manual tasks. Start by tackling these 6 examples with Fluency.

Software Training

Bringing on new tools is never easy—make it easier with clear, step-by-step guides. Digital adoption is now slightly less of a headache.

Customer Guides

If you frequently work with customers, clients, or partners, you likely need to create documentation to help them navigate your systems or processes.

Compliance Documentation

Navigating regulations can be daunting. Clear documentation helps ensure your processes stay compliant and stress-free.

Quick 'how-to's

Simplify everyday tasks with easy-to-follow, step-by-step guides. Send off guides with ease and avoid hopping on 'quick' Zoom calls to

re-explain a process.

Staff Onboarding

Streamline the onboarding process for new team members with clear guides to help them get up to speed faster.

Process docs

Some roles, like those in the middle office of financial services, require creating tons of process documents—it's a core part of the job.

Use Case 1

Software Training

Digital adoption can be challenging. Getting a new tool approved involves navigating salespeople, finance, IT, and legal, which can feel like a daunting task—and that's just the beginning!

Then comes the really difficult part: training staff on the new software. Vendor documentation is often outdated, lacking detail, or not tailored to your specific setup and custom configurations. That's where internal training documentation becomes essential, with contextual step descriptions and annotated screenshots.

How we can make a difference

By focusing on streamlining processes and improving collaboration, we can help teams reclaim those lost hours and redirect energy towards truly impactful work.

This resonates deeply with our first ever mission statement of "making more time for the tasks that matter." We believe that by streamlining processes and enhancing collaboration, we can help shift this balance. This inefficiency isn't just a Fortune 500 problem. While the scale might be different, businesses of all sizes grapple with similar challenges. Our goal is to democratise collaboration and knowledge transfer, with processes at the centre.

Use Case 1

Software Training

Digital adoption can be challenging. Getting a new tool approved involves navigating salespeople, finance, IT, and legal, which can feel like a daunting task—and that's just the beginning!

Then comes the really difficult part: training staff on the new software. Vendor documentation is often outdated, lacking detail, or not tailored to your specific setup and custom configurations. That's where internal training documentation becomes essential, with contextual step descriptions and annotated screenshots.

How we can make a difference

By focusing on streamlining processes and improving collaboration, we can help teams reclaim those lost hours and redirect energy towards truly impactful work.

This resonates deeply with our first ever mission statement of "making more time for the tasks that matter." We believe that by streamlining processes and enhancing collaboration, we can help shift this balance. This inefficiency isn't just a Fortune 500 problem. While the scale might be different, businesses of all sizes grapple with similar challenges. Our goal is to democratise collaboration and knowledge transfer, with processes at the centre.

Use Case 1

Software Training

Digital adoption can be challenging. Getting a new tool approved involves navigating salespeople, finance, IT, and legal, which can feel like a daunting task—and that's just the beginning!

Then comes the really difficult part: training staff on the new software. Vendor documentation is often outdated, lacking detail, or not tailored to your specific setup and custom configurations. That's where internal training documentation becomes essential, with contextual step descriptions and annotated screenshots.

Fluency is the gateway to digital adoption

By focusing on streamlining processes and improving collaboration, we can help teams reclaim those lost hours and redirect energy towards truly impactful work.

This resonates deeply with our first ever mission statement of "making more time for the tasks that matter." We believe that by streamlining processes and enhancing collaboration, we can help shift this balance. This inefficiency isn't just a Fortune 500 problem. While the scale might be different, businesses of all sizes grapple with similar challenges. Our goal is to democratise collaboration and knowledge transfer, with processes at the centre.

Customer Guides

If you work with third parties—whether they are clients, customers, or partners—you likely need to guide them through your systems and processes.

Creating documentation for them can be challenging, as they are often navigating unfamiliar territory. This can result in the need to build a large repository of instructions for everyday tasks, diverting your focus from delivering real value.

Use Case 2

Bring clarity to customers

Fluency streamlines the creation of customer guides by making it simple to produce clear, step-by-step instructions tailored to your users' needs.

With Fluency, you can quickly transform complex processes into user-friendly guides that help customers navigate your products and services with ease.

This reduces support requests and increases customer satisfaction by providing them with the tools they need to succeed.

Fluency’s platform ensures your guides are always up-to-date, easy to access, and personalised, enhancing the way you work with customers. Once your document is ready, share it wherever it needs to go. Export to PDF, Word, Confluence, or create a public share link.

Customer Guides

If you work with third parties—whether they are clients, customers, or partners—you likely need to guide them through your systems and processes.

Creating documentation for them can be challenging, as they are often navigating unfamiliar territory. This can result in the need to build a large repository of instructions for everyday tasks, diverting your focus from delivering real value.

Use Case 2

Bring clarity to customers

Fluency streamlines the creation of customer guides by making it simple to produce clear, step-by-step instructions tailored to your users' needs.

With Fluency, you can quickly transform complex processes into user-friendly guides that help customers navigate your products and services with ease.

This reduces support requests and increases customer satisfaction by providing them with the tools they need to succeed.

Fluency’s platform ensures your guides are always up-to-date, easy to access, and personalised, enhancing the way you work with customers. Once your document is ready, share it wherever it needs to go. Export to PDF, Word, Confluence, or create a public share link.

Use Case 3

Compliance Documentation

If your organisation requires strict adherence to regulations, you've likely dealt with the headache of process compliance documentation.

Crafting these documents is not only time-consuming but can also become overwhelming as regulations change. Instead of focusing on enhancing operations, you might find yourself bogged down in creating and updating detailed records just to ensure compliance, leaving less time for value-driving work.

The modern approach to process compliance

Fluency streamlines process compliance with a centralised, user-friendly platform for creating and updating documentation. Its Version Control feature helps you keep procedures current and compliant with the latest regulations, minimizing manual updates.

Instead of spending all day writing process compliance documentation, teams can use Fluency to record processes effortlessly. You can then easily invite third parties or auditors into your Fluency environment to provide comments, insights, or action items.

"Since discovering Fluency, we've been able to document our complex enforcement processes, tying together the various platforms we engage with daily"

Ed Seaford

Co-founder

"Fluency makes scaling my business so much easier - we can onboard both new employees and new customers with very little effort."

Monte Charters

Founder

"Since discovering Fluency, we've been able to document our complex enforcement processes, tying together the various platforms we engage with daily"

Ed Seaford

Co-founder

"Fluency makes scaling my business so much easier - we can onboard both new employees and new customers with very little effort."

Monte Charters

Founder

"Since discovering Fluency, we've been able to document our complex enforcement processes, tying together the various platforms we engage with daily"

Ed Seaford

Co-founder

"Fluency makes scaling my business so much easier - we can onboard both new employees and new customers with very little effort."

Monte Charters

Founder

Use Case 3

Compliance Documentation

If your organisation requires strict adherence to regulations, you've likely dealt with the headache of process compliance documentation.

Crafting these documents is not only time-consuming but can also become overwhelming as regulations change. Rather than focusing on enhancing operations, you may find yourself bogged down in creating and updating detailed records just to ensure compliance, leaving less time for value-driving work.

The modern approach to process compliance

Fluency streamlines process compliance with a centralised, user-friendly platform for creating and updating documentation. Fluency's Version Control feature helps you keep procedures current and compliant with the latest regulations, minimising manual updates.

Instead of spending all day writing process compliance documentation, teams can use Fluency to record processes effortlessly. You can then easily invite third parties or auditors into your Fluency environment to provide comments, insights, or action items.

Use Case 3

Compliance Documentation

If your organisation requires strict adherence to regulations, you've likely dealt with the headache of process compliance documentation.

Crafting these documents is not only time-consuming but can also become overwhelming as regulations change. Rather than focusing on enhancing operations, you may find yourself bogged down in creating and updating detailed records just to ensure compliance, leaving less time for value-driving work.

The modern approach to process compliance

Fluency streamlines process compliance with a centralised, user-friendly platform for creating and updating documentation. Fluency's Version Control feature helps you keep procedures current and compliant with the latest regulations, minimising manual updates.

Instead of spending all day writing process compliance documentation, teams can use Fluency to record processes effortlessly. You can then easily invite third parties or auditors into your Fluency environment to provide comments, insights, or action items.

Use Case 2

Customer Guides

If you work with third parties—whether clients, customers, or partners—you likely need to guide them through your systems and processes.

Creating documentation for them can be challenging since they are often navigating unfamiliar territory. This can lead to building a large repository of instructions for everyday tasks, diverting your focus from delivering real value.

Bring clarity to customers

Fluency streamlines the creation of customer guides by making it simple to produce clear, step-by-step instructions tailored to your users' needs.

With Fluency, you can quickly transform complex processes into user-friendly guides that help customers navigate your products and services with ease.

This reduces support requests and increases customer satisfaction by providing them with the tools they need to succeed. Fluency’s platform ensures your guides are always up-to-date, easy to access, and personalised, improving the way you work with customers.

Once your document is ready - share it to wherever it needs to be. Export to PDF, Word, Confluence, or create a public share link.

Use Case 4

Quick 'How-to' guides

There’s nothing worse than crucial information being stored in one person’s head, requiring them to jump on countless 'quick Zoom calls' to explain the same thing over and over.

Sometimes, you don't need a full SOP—just a quick 'how-to' guide. Don’t waste time manually writing a guide on something as simple as 'how to send an email'.

Take knowledge transfer up a notch

Enhance your team's knowledge with clear, accessible guides—no more guessing or wondering how to do things. With Fluency, everyone knows exactly what to do, thanks to a reliable central source of truth.

Fluency automates the creation of any step-by-step guide. This low barrier to entry makes it easy for anyone to document and share knowledge, ensuring everyone stays on the same page. Because process documentation is usually such a manual task, people often skip it. Modern organisations can't afford to have such significant knowledge gaps.

Use Case 4

Quick 'How-to' guides

There’s nothing worse than crucial information being stored in one person’s head, requiring them to jump on countless 'quick Zoom calls' to explain the same thing over and over.

Sometimes, you don't need a full SOP—just a quick 'how-to' guide. Don’t waste time manually writing a guide on something as simple as 'how to send an email'.

Take knowledge transfer up a notch

Enhance your team's knowledge with clear, accessible guides—no more guessing or wondering how to do things. With Fluency, everyone knows exactly what to do, thanks to a reliable central source of truth.

Fluency automates the creation of any step-by-step guide. This low barrier to entry makes it easy for anyone to document and share knowledge, ensuring everyone stays on the same page. Because process documentation is usually such a manual task, people often skip it. Modern organisations can't afford to have such significant knowledge gaps.

Use Case 4

Quick 'how-to' guides

There’s nothing worse than crucial information being stored in one person’s head, requiring them to jump on countless 'quick Zoom calls' to explain the same thing repeatedly.

Sometimes, you don't need a full SOP—just a quick 'how-to' guide. Don't waste time manually writing a guide on something as simple as 'how to send an email'.

Take knowledge transfer up a notch

Elevate your team's knowledge with clear, accessible guides—no more guessing or wondering how to do things. With Fluency, everyone knows exactly what to do, thanks to a reliable central source of truth.

Fluency automates the creation of any step-by-step guide. This low barrier of entry makes it easy for anyone to document and share knowledge, ensuring everyone stays on the same page. Typically, since process documentation is such a manual process, people just skip it. Modern organisations can't afford to have so many knowledge gaps.

90% +

Faster time-to-document

26 SOPs

Automated in the first week of using Fluency

15 hours saved

per month, per user on average

90% +

Faster time-to-document

26 SOPs

Automated in the first week of using Fluency

15 hours saved

per month, per user on average

90% +

Faster time-to-document

26 SOPs

Automated in the first week of using Fluency

15 hours saved

per month, per user on average

Use Case 5

Staff Onboarding

Onboarding new staff can be a daunting task, especially when each department has its own set of processes and tools.

Traditional onboarding methods often involve lengthy manuals (or worse, videos...) and in-person training sessions, which can overwhelm new hires and create a significant management overhead.

Without clear, concise documentation, new employees might feel lost or unsure of how to truly succeed in their new roles.

How we can make a difference

Using Fluency for onboarding provides new team members with a consistent learning experience. Every process is clearly documented with annotated screenshots and detailed step descriptions, making it (hopefully!) nearly impossible to misunderstand or make mistakes.

This approach not only eases the burden on existing staff but also helps new employees feel more confident and prepared from day one.

Many new hires may be hesitant to ask 'simple' questions early on, like "How do I add a new customer to our CRM?"—and these knowledge gaps can quickly widen. Automating process documentation with Fluency addresses this issue by providing clear, accessible instructions right from the start.

Use Case 5

Staff Onboarding

Onboarding new staff can be a daunting task, especially when each department has its own set of processes and tools.

Traditional onboarding methods often involve lengthy manuals (or worse, videos...) and in-person training sessions, which can overwhelm new hires and create a significant management overhead.

Without clear, concise documentation, new employees might feel lost or unsure of how to truly succeed in their new roles.

How we can make a difference

Using Fluency for onboarding provides new team members with a consistent learning experience. Every process is clearly documented with annotated screenshots and detailed step descriptions, making it (hopefully!) nearly impossible to misunderstand or make mistakes.

This approach not only eases the burden on existing staff but also helps new employees feel more confident and prepared from day one.

Many new hires may be hesitant to ask 'simple' questions early on, like "How do I add a new customer to our CRM?"—and these knowledge gaps can quickly widen. Automating process documentation with Fluency addresses this issue by providing clear, accessible instructions right from the start.

Use Case 5

Staff Onboarding

Onboarding new staff can be a daunting task, especially when each department has its own set of processes and tools.

Traditional onboarding methods often involve lengthy manuals (or even worse, videos…) and in-person training sessions, which can overwhelm new hires and is a huge management overhead.

Without clear, concise documentation, new employees might feel lost or unsure of how to really kick goals at their new job.

The new way to bring your team up to speed

Using Fluency for onboarding provides new team members with a consistent learning experience. Every process is clearly documented with annotated screenshots and detailed step descriptions, making it (hopefully!) nearly impossible to misunderstand or make mistakes.

This approach not only eases the burden on existing staff but also helps new employees feel more confident and prepared from day one. Many new hires may be hesitant to ask 'simple' questions early on, like "How do I add a new customer to our CRM?"—and these knowledge gaps can quickly expand. Automating process documentation with Fluency addresses this issue by providing clear, accessible instructions right from the start.

Use Case 6

Financial Services - Process Docs

Process documentation is especially crucial for financial services, where precision and compliance are key. In middle and back-office roles, having detailed process documents is essential.

These documents ensure consistency and accuracy in managing transactions, trade settlements, risk assessments, and regulatory reporting—tasks that are central to financial operations. Without well-defined documentation, the risk of errors increases, potentially leading to financial losses and regulatory breaches.

The future of middle and back office

Fluency helps streamline the creation and maintenance of process documents for financial services teams. By automating the creation of these documents, Fluency reduces the time and effort needed to produce comprehensive, up-to-date reference guides.

This not only ensures consistency in task performance but also reduces the risk of knowledge gaps when staff turnover occurs or new regulations are introduced. With Fluency, financial services firms can be confident that their teams are equipped with accurate, detailed information needed to operate efficiently and compliantly.

Fluency’s platform allows for easy updates and version control, ensuring process documents are always current. This is particularly valuable in industries where regulatory requirements frequently change, necessitating quick adaptation. With Fluency, the middle office can swiftly adjust processes and communicate changes across the team, reducing the risk of non-compliance and raising the standard for process execution.

Use Case 6

Financial Services - Process Docs

Process documentation is especially crucial for financial services, where precision and compliance are key. In middle and back-office roles, having detailed process documents is essential.

These documents ensure consistency and accuracy in managing transactions, trade settlements, risk assessments, and regulatory reporting—tasks that are central to financial operations. Without well-defined documentation, the risk of errors increases, potentially leading to financial losses and regulatory breaches.

The future of middle and back office

Fluency helps streamline the creation and maintenance of process documents for financial services teams. By automating the creation of these documents, Fluency reduces the time and effort needed to produce comprehensive, up-to-date reference guides.

This not only ensures consistency in task performance but also reduces the risk of knowledge gaps when staff turnover occurs or new regulations are introduced. With Fluency, financial services firms can be confident that their teams are equipped with accurate, detailed information needed to operate efficiently and compliantly.

Fluency’s platform allows for easy updates and version control, ensuring process documents are always current. This is particularly valuable in industries where regulatory requirements frequently change, necessitating quick adaptation. With Fluency, the middle office can swiftly adjust processes and communicate changes across the team, reducing the risk of non-compliance and raising the standard for process execution.

Use Case 6

Process docs

Process documentation is especially crucial for financial services, where precision and compliance are key. In middle and back office roles, having detailed process documents is essential.

These documents ensure consistency and accuracy in managing transactions, trade settlements, risk assessments, and regulatory reporting—tasks that are core to financial operations. Without well-defined documentation, the risk of errors increases, potentially leading to financial losses and regulatory breaches.

The future of middle and back office

Fluency helps streamline the creation and maintenance of process documents for financial services teams. By automating the creation of process docs, Fluency reduces the time and effort needed to create comprehensive, up-to-date reference guides.

This not only ensures consistency in how tasks are performed but also reduces the risk of knowledge gaps when staff turnover occurs or new regulations are introduced. With Fluency, financial services firms can be confident that their teams are equipped with the accurate, detailed information they need to operate efficiently and compliantly.

Fluency’s platform allows for easy updates and version control, so process documents are always current. This is particularly valuable in industries where regulatory requirements frequently change, and quick adaptation is necessary. With Fluency, the middle office can quickly adjust processes and communicate changes across the team, reducing the risk of non-compliance and raising the bar for process execution.