Select Page
For More Info: (888) 388-2276
Tech Support: Click here

From Prompt to Process with EasyFile: AI-Assisted Smart Forms + Workflow Automation

Turn prompts, PDFs, and paper forms into smart digital forms and automated business processes.

Presenter:

Date & Time: June 18, 2026 | 2:00-2:30pm ET

Save my seat

June 18, 2026

2:00-2:30 PM EST

Day(s)

:

Hour(s)

:

Minute(s)

:

Second(s)

What You’ll See

  • Create smart forms from simple AI-assisted prompts
  • Convert PDFs and paper forms into digital forms
  • Route submissions for approvals and follow-up
  • Connect completed forms, documents, and data to EasyFile, AppEnhancer, SharePoint, ERP, CRM, or other systems

Why Attend

Most business processes start with a form — but paper, PDFs, email, and manual approvals slow everything down.

EasyFile Smart Forms + Workflow helps organizations reduce manual data entry, improve visibility, enforce required fields, automate approvals, and securely capture completed records.

Built for

HR • Finance & AP • Operations • Government • Education • Healthcare

Who Should Attend

Operations leaders, HR teams, finance and AP teams, IT leaders, records managers, department managers, government agencies, schools, universities, and healthcare administrators.

No technical background is required.

Go From Prompt to Process

See how EasyFile Smart Forms + Workflow can help you create smarter forms, automate approvals, and move business processes forward faster.

Save My Seat

FAQ

Is this webinar live?
Yes. This is a live webinar with a demonstration of EasyFile Smart Forms + Workflow.
Will the webinar include a product demo?
Yes. The webinar will show how EasyFile can create forms, automate workflows, route approvals, and connect completed data to business systems.
Do I need to be technical to attend?
No. The webinar is designed for business, operations, IT, HR, finance, government, education, and healthcare leaders.
Can EasyFile work with our existing PDFs?
Yes. EasyFile can help convert existing PDFs and paper-based forms into smart digital forms.
Can EasyFile route forms for approvals?
Yes. EasyFile supports workflow routing, approvals, notifications, escalations, and business rules.
Can EasyFile connect to our existing systems?
Yes. EasyFile can deliver completed forms, metadata, and documents to document management systems, ERP, CRM, SharePoint, and other business applications.

From Prompt to Process with EasyFile AI-Powered Smart Forms + Business Process Automation

Jun 18, 20262:00pm EDT1 hour

PANELISTS

Richard Tamaro, MBA, CDIA+, President & Owner

Richard is the driving force behind positioning CDM as a nationally recognized leader in innovative electronic content management solutions. His energy is always directed toward ensuring the CDM Team delivers exceptional value to its clients. Combining a laser focus on client needs with a passion for innovation, Richard spearheaded the design of CDM’s ECM Toolbox Workflow, Eforms, and EasyFile solutions—now enhanced with AI to automate data capture, accelerate search, and reveal insights hidden in records. Under his leadership, these tools have helped organizations improve efficiency, gain control of their information, and achieve significant cost savings.

CASO Document Management