A leading financial institution faced delays and inefficiencies due to fragmented, manual document approval workflows. AgreeYa modernized the end-to-end approval process by redesigning legacy Nintex workflows using Microsoft Power Automate and SharePoint Online. The new solution enabled seamless, page-based approvals with multi-stage routing, automated notifications, and full traceability. As a result, the institution accelerated document publishing, improved audit readiness, and increased transparency across stakeholders. The automated framework delivered faster turnaround times while strengthening governance and internal communication. Download the Case Study to learn more.
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