Automate · Document automation for Microsoft 365

Your team rebuilds the same document every day. Stop.

Offers, contracts and reports assembled automatically from governed templates and live ERP/CRM data — inside Word, PowerPoint and Excel. No retyping, no copy-paste, no errors.

Kameleon task pane open in Microsoft Word with customer data fields filled from the ERP
Kameleon inside Word — customer data pulled live from the ERP

This page is for you if your team rebuilds the same offer, contract or report every week — retyping customer, project and pricing data that already exists in another system.

Minutes
To assemble a document, not hours
~30 min
To onboard a new user
0
Manually retyped data fields

From system data to finished document in minutes.

  1. 1

    Model once.

    Build the document as a governed template: structure, brand, clauses and data placeholders defined in the Kameleon Hub.

  2. 2

    Connect your data.

    Live integration to your ERP, CRM or any other system — single values, relations or dynamic tables, always current.

  3. 3

    Generate anywhere.

    Users pick a template in Word; systems and AI agents call the REST API. Same governance, either way.

Works with your existing Microsoft 365 — no migration project.

Case · Manufacturing · Finland

60 project-sales pros stopped retyping customer data.

Puustelli's project-sales team of about 60 people handled offers, contracts and sales documents daily. As the business grew, shared practices were missing — and manual retyping, digging up data and copy-pasting were eating real selling time.

Kameleon plugged into their existing Microsoft Office stack with no change project. An ERP integration now pushes up-to-date, customer-specific data straight into every document.

After a small pilot, the whole project-sales team was rolled out. Onboarding a new user takes about 30 minutes — and Puustelli recommends Kameleon publicly.

“Thanks to Kameleon, project sales no longer types customer data into documents by hand. Automation brings the up-to-date, customer-specific information straight from the ERP. It has cut unnecessary work and reduced the risk of human error.”

Harri Kessunmaa · Development Director, Finance & IT, Puustelli
users in project sales
60
onboarding per user
~30 min
manually typed customer fields
0

How teams usually solve this

Do nothing

Every hour spent rebuilding documents is an hour not spent selling — and every retyped figure is a chance to send the wrong number to a customer.

Keep copy-pasting

Free, until you price the hours, the errors and the deal that went out with last year's terms.

Custom-build it

RPA scripts and macros work until the person who built them leaves. Maintenance lands on IT.

Kameleon

Governed templates + live data + API, maintained as a service, native in the Microsoft 365 your team already runs.

Noticed this problem before anyone asked you to fix it?

Here's how to get the rest of the room to see it too.

Open the champion kit

Security, hosting and procurement answers, plus the numbers and references you will be asked for — collected in one place.

Open the champion kit

Run the numbers first

Put your own team size and document volume in and see the time saved before you pitch it.

Open the ROI calculator

Talk to someone who's done it

A short call with the Puustelli team who rolled this out — useful if you'll be asked 'has anyone else done this?'

Ask for a reference call
AUTOMATE

Show us your worst document process.

Bring one offer, contract or report your team builds by hand. In a 45-minute working session we map the data sources and show the same document generated live on our tenant.

Yksi lähde. Kaikki dokumentit, kaikki kanavat.

Tai sähköpostilla: comms@kameleon.app

No slides. Your document, our demo tenant.