What you can do with Generate
At its core, Generate gives you four things:
- Populate approved templates automatically using verified, pre-integrated data sources, so you're not retyping information that already exists.
- Add your own points of personalisation to tailor each communication to the recipient and the situation.
- Generate digital communications in real time for instant delivery across email and SMS.
- Queue printed communications for production and mailing through Australia Post.
Key features at a glance
Here's a quick rundown of what each capability does and when you'd use it.
| Feature |
What it does for you |
When you'd use it |
| Template-based document creation |
Lets you build correspondence from pre-approved templates, so every document stays on-brand and meets your compliance requirements without anyone having to start from scratch. |
Sending a member a statement, a service update, or any letter where the wording and layout need to be consistent and signed off in advance. |
| Real-time data integration |
Connects to your source registry, customer relationship management (CRM) system, or enterprise resource planning (ERP) system so the right data flows straight into the template, ready to use. |
Producing a document that needs current, accurate details pulled from your own systems rather than copied across by hand. |
| Auto-population of fields |
Fills in key template fields from member or entity data automatically, cutting down manual input and keeping details consistent from one communication to the next. |
Generating correspondence for a known member, where their name, account details, and case information should populate without you typing a thing. |
| Flexible personalisation |
Lets you add extra data inputs on top of the pre-filled details, so you can tailor each piece to the recipient and the reason you're contacting them. |
Adding specifics that only apply to this one communication, like a particular date, amount, or reference unique to the case. |
| Real-time, multi-channel delivery |
Generates and dispatches the document straight away across whichever channel suits, so there's no waiting around between creating and sending. |
Getting a time-sensitive message to someone the moment it's ready, by email or SMS. |
| Print and mail via Australia Post |
Queues printed correspondence for production and physical mailing, so you can reach recipients who need (or prefer) a hard copy without leaving the platform. |
Sending formal or physical correspondence to a postal address, such as a printed letter or notice. |
| Audit trail and reporting |
Captures a full record of every document generated and sent, giving you a clear trail for transparency, compliance, and reporting. |
Confirming what was sent, to whom, and when, or pulling activity together for a compliance review. |
How it all fits together
Each of these features works as part of one guided workflow. You search for a member (or start manually), choose a template and channel, let the data populate, add any final touches, preview the result, and send. The features above are simply the building blocks that make that flow quick, accurate, and easy to repeat.
Now that you know what Generate can do, the next guides walk you through it step by step, starting with finding a member and creating a case for their correspondence.
