SeeUnity

Content Integration & Migration Products | SeeUnity

INTELLIGENT PROCESS AUTOMATION

ECHO AUTOMATE

Automate the management of bulk data synchronization rules, leverage integrations with best-in-breed applications like MS Teams, and plan for end-to-end content governance

Request a Demo
CONNECTORS
FEATURES
PRESS RELEASE

Simplify the management of large-scale content synchronization projects. Eliminate manual processes, reduce IT administration, and improve productivity while maintaining Information Governance.

Echo Automate is a powerful Echo Content Synchronization product add-on designed to automate provisioning of Echo Content Synchronization rules in your organization.

Automate the time-consuming process of creating, maintaining, and executing large volumes of content synchronization rules between systems, such as Microsoft Teams, OneDrive, iManage, NetDocuments, Thomson Reuters' HighQ, Anaqua's PATTSY WAVE, Filevine, PacerPro, and others.

Support remote workers and simplify the provisioning, management, and governance of content when using Microsoft Teams and many other best-in-breed applications. Even if your organization is already using a provisioning tool, Echo Automate can be included in the process to automatically synchronize files with your DM

AUTOMATE THE MANAGEMENT OF BULK DATA SYNCHRONIZATION RULES

Scale your organization's capability to administer metadata synchronization rules.

Improve process efficiencies by automating the management of large quantities of content synchronization rules between your DMS and systems like Filevine, MS Teams, and HighQ Collaborate. Eliminate the manual process of managing the creation, flow, and suspension of 100s to 10,000s of meta-rules. Save time and money while enabling IT to focus on other critical tasks.

LEVERAGE INTEGRATIONS WITH BEST-IN-BREED APPLICATIONS

Optimize business processes and reduce costs.

Let users seamlessly collaborate in real time while working from within the most efficient systems to complete their tasks. Echo products expedite the flow of data from one system to another and ensure people are receiving the information they need without delays or errors.

INFORMATION GOVERNANCE

Plan for end-to-end control over content created outside of the DMS.

Integrating your DMS with collaboration applications like Microsoft Teams streamlines processes for users without sacrificing governance. Enable efficient workflow with end-to-end governance by automating the process:

• Match or dynamically generate the DMS workspace when a new e.g., MS Teams site is created
• Create and initiate content synchronization between those entities
• Suspend the sync when a project is over, and archive all content back to the DMS
• Archive existing Teams sites to DMS

Learn More

INCREASE EFFICIENCY

Eliminate manual processes and free up IT time for other vital projects. Echo Automate ties into existing provisioning tools or processes to get your projects up and running sooner. Echo Automate templates expedite the process of mapping your automated workflows between systems.

CONNECT YOUR APPLICATIONS

Our Echo products use native APIs to connect to most major repositories, including: Amazon S3, Azure Storage, Box, eDOCS, File Shares, Google Drive, HighQ, iManage, NetDocuments, Office 365, OneDrive, Salesforce, SharePoint, Teams, and more.

ALL CONNECTORS

ENSURE DATA GOVERNANCE

Control content created outside of your DMS or RoR. Support the use of best-in-breed applications without sacrificing governance. Automatically create sites, set up a two-way sync of data, and even decommission sites and archive or remove their content based on triggers.

SUPPORT BUSINESS AGILITY

Automation is key to IT optimization and digital transformation. Give your organization the capability to scale and grow. Automating processes enables faster response times and creates a more productive, error-free workflow.

ECHO AUTOMATE FEATURES

ELIMINATE MANUAL PROCESSES - FREE UP VALUABLE IT TIME

Streamline processes, improve service delivery, and reduce or contain costs by automating bulk synchronization rules. Echo Automate helps organizations optimize their business workflows by expediting the management of large-scale meta-rule tasks. 

  • Automate the process of managing the lifecycle of meta-rules
  • Use Echo Automate templates to configure automated meta-rules:
  •   • Map source and target system endpoints
  •  • Activate specified meta-rules based on triggers or state
  •   • Find or dynamically generate target workspace & prepare for sync
  •  • Create Echo sync rules and/or links between source and target
  •  • Run sync rules (one-way sync, two-way sync, archive)
  •  • Suspend sync rules, remove synced content based on triggers
  • Manage meta-rules & rules created from them via Echo Automate UI
  •  • DASHBOARD - current meta-rules configuration and summary reports
  •  • HISTORY - view all rule actions, including creation, suspension, etc.
  •  • ERROR LOG - errors that occur with creation and running meta-rules
  •  • PROJECTS - rules created and their status (configurable to entity type)
  • Optional email error reporting to help troubleshoot issues
  • Schedule, manually run, suspend meta-rules, and more options
  • Retain audit history & run detailed reports (includes suspended rules)
Download the Data Sheet

Echo Automate adds another dimension to the Echo Content Synchronization product's administratively driven or user driven sync options. Automating bulk meta-rules and sync rules will streamline processes, improve service delivery, and reduce or contain costs for organizations.

Dan Hunsinger

CTO, SeeUnity

Schedule a Demo
By submitting personal information, you agree to receive communications from SeeUnity. We will handle your contact details in line with our Privacy Policy. You always have the option to update your communication preferences.

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.