Transform Workflows with Valmiki: Effortless Document Creation and Customization

By Sanjeev Basnet, Cloud Engineer, Genese Solution
By Tara O’Kane, Partner Solutions Architect, AWS
By Ashutosh Pateriya, Senior Partner Solutions Architect, AWS

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In today’s digital world, businesses face increasing pressure to boost efficiency and reduce time spent on manual tasks. Document creation, a routine task across various departments like HR, finance, and sales, can be particularly time-consuming. Generating reports, contracts, or invoices often involves manual input from multiple teams, leading to delays, inefficiencies, and increased operational costs.

As companies scale, the volume of documentation grows, making it harder to maintain consistency and accuracy. This can result in compliance risks, errors in critical documents, and missed business opportunities, ultimately impacting overall profitability and customer satisfaction. By streamlining document creation, businesses can focus on strategic objectives, improve workflow efficiency and maintain a competitive edge in the market.

This blog explores how Valmiki, an AI-powered document generation platform developed by Genese Solutions, enables businesses to streamline their document workflows through automated document creation and customization.

Valmiki: Your AI-powered document creation solution

As automation and AI become increasingly mainstream, businesses are shifting towards tools that simplify document workflows, minimize errors, and ensure compliance. To solve this growing demand for efficiency and automation, Genese Solutions has developed Valmiki, an AI-powered document generation platform. Valmiki makes document creation easier for businesses across various departments by automating time-consuming tasks. Traditionally, creating important documents like job offers, client proposals, or invoices requires a lot of time, careful reviews, and compliance checks.

Valmiki simplifies this process by providing customizable templates that help teams quickly generate professional and accurate documents, reducing the need for constant revisions. For instance, sales teams can easily create tailored proposals or contracts for clients, while finance departments can automate error-free invoice creation. HR teams can manage offer letters and contracts efficiently, ensuring compliance without manual effort.

Features of Valmiki include:

• Simple user interface: Valmiki is designed for business users, not just IT professionals. Its conversational interface lets users request documents or edit templates without requiring any coding skills.
• Customizable templates: Teams can select from a variety of templates whether it’s HR-related documents such as offer letters or sales proposals and generate them instantly.
• Automation: By automating routine document tasks, Valmiki frees up staff time for more strategic work.
• Scalability: Valmiki’s infrastructure, supported by the scalability and reliability of AWS, enables it to handle changing document volumes, making it perfect for growing businesses.

High-level architecture

Users interact with Valmiki through a chat interface, where they input prompts and select either default templates from the library or upload their custom templates for further customization. Once the template is chosen, HAQM Bedrock processes the selected template based on the user’s inputs, generating the required document content. After the content is created, the generated document is temporarily stored in HAQM Simple Storage Service (HAQM S3), and a download link is provided to the user for easy retrieval.

1. User interaction and authentication: Users log in to the platform using HAQM Cognito, which handles secure authentication and manages access control based on predefined permissions.
2. Document upload request (optional): Users initiate a request to upload a document (e.g., DOCX, PPT, or PDF) via the chat interface. This request is processed by the HAQM Elastic Container Service (HAQM ECS) backend.
3. File upload (optional): The HAQM ECS backend uploads the document to an HAQM S3 source bucket for secure storage.
4. Event trigger (optional): An HAQM S3 event is triggered whenever a new file is uploaded. This event sends a message to an HAQM Simple Queue Service (HAQM SQS) queue for further processing.
5. AWS Lambda processing (optional): An AWS Lambda function is triggered to start processing the document, such as extracting data or converting the file format.
6. Content extraction and template generation (optional): The AWS Lambda function calls HAQM Bedrock to extract key parameters from the uploaded document, including user data and metadata. HAQM Bedrock processes the document and returns the extracted parameters.
7. Store template in HAQM S3 (optional): The AWS Lambda function uses the extracted parameters and information to generate a customized document template, which is then stored back in the HAQM S3 source bucket.
8. Store metadata (optional): Metadata about the document, including important details like the HAQM S3 file path, is stored in HAQM DynamoDB.

Note: The steps highlighted above as optional apply when a user chooses to upload their own document. For default documents, these steps can be skipped.

9. Fetch metadata: The HAQM ECS backend queries HAQM DynamoDB to fetch metadata related to the selected template.
10. Fetch template: Using this metadata, HAQM ECS then retrieves the required template from the HAQM S3 bucket.
11. Content generation: The template and user-provided input are sent to HAQM Bedrock, which processes the content based on the inputs and business logic. HAQM Bedrock then returns the completed document with the generated content.
12. Document storage and access: The generated document is stored in an HAQM S3 destination bucket, and a secure link is provided to the user for downloading. If needed, the user can modify parameters or select a different template to regenerate the document.

Conclusion

In today’s fast-paced business environment, efficient document creation is key to staying competitive. Valmiki, developed by Genese Solution, offers an innovative platform that simplifies and automates document creation, allowing businesses to focus on what truly matters. By reducing the time spent on repetitive tasks and minimizing human error, Valmiki enhances productivity without the need for significant investment or upkeep. With its intuitive interface and streamlined processes, businesses can maintain momentum, ensuring that document creation doesn’t become a bottleneck to success.

Genese Solution – AWS Partner Spotlight

Genese Solution is an AWS Advanced Technology Partner and AWS Competency Partner that helps enterprises envision their journey in the Cloud. Genese Solution provides its customers with ICT consulting, engineering, and cybersecurity services to design, construct, and support cloud-based infrastructure solutions that enable business growth and innovation.

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