Case Study: Actabl automates contract-to-delivery documentation across 600+ projects with Rocketlane

Actabl automates contract-to-delivery documentation across 600+ live projects with Rocketlane

Actabl, a hospitality technology company, faced a significant challenge in producing accurate project close-out documentation. With over 600 live projects running concurrently, their process was highly manual, requiring data to be pulled from Salesforce, cross-referenced in Rocketlane, and manually updated in a Google Sheet. This created a high risk of errors, especially when change orders occurred, and consumed approximately one hour of manual work per project at completion.

To solve this, Actabl implemented Rocketlane's Documentation Agent. This AI agent automatically generates close-out documents by reading live project data directly within the Rocketlane platform, eliminating the need for manual reconciliation across multiple tools. The solution automated documentation across all projects, saving hundreds of hours previously spent on manual work. This allowed the team to redirect their time toward customer engagement and deeper configuration work, while also ensuring accuracy and eliminating the risk of errors in delivered documents.

Actabl