Done-for-you document automation for businesses producing personalised client documents | MergeOS

Stop manually assembling personalised client documents.
We automate it for you.

MergeOS is a done-for-you automation system for businesses that produce personalised proposals, reports, brochures and recommendations at scale.
Setup takes up to 3 weeks. After that, it just runs.

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The Problem

Sound familiar?

Someone on your team currently:

  • Takes customer answers from a quiz, form, or intake call
  • Runs them through spreadsheets, rules, or look-up tables
  • Manually assembles a polished, personalised document
  • Sends it to the customer. Sometimes hours later

It works. But it doesn't scale, errors creep in, and your best people spend their time on copy-paste work instead of the work that actually grows your business.

The Solution

What MergeOS does

We automate that entire workflow.

  • 1. Your customer fills in a form
    On your site, or via a quiz, intake, or CSV upload.
  • 2. Our system runs your business logic
    Your formulas, your rules, your templates.
  • 3. A polished, branded document is delivered
    By email, download, on-screen or webhook — in seconds, every time.

No manual assembly. No copy-paste. No designer involved on a per-document basis.

Who It's For

We work with businesses where someone produces personalised client documents by hand

  • Financial planners, mortgage brokers and insurance brokers producing Statements of Advice, recommendation summaries, and client reports
  • Real estate agencies generating buyer reports, property investment reports, and market analyses
  • Skincare, beauty and wellness brands running recommendation quizzes and consultation flows
  • Health practitioners producing patient reports, treatment plans, and assessment summaries
  • Aged care and disability service providers producing client reports, care plans, and compliance documentation

If your team produces personalised client documents that influence a sale, a conversion, or a commitment, and they currently do it by hand, we should talk.

How We Work Together

A typical MergeOS engagement

  • 1. Discovery call. A short call where you walk us through how you currently produce documents. We tell you whether MergeOS is a fit. No-fit is fine, we'll say so.
  • 2. Build. Discovery, template design, integration with your website or systems, testing, go-live. Typically 2–3 weeks from kick-off.
  • 3. Go live. Documents generate automatically from then on. Your team manages template updates through the MergeOS interface, using familiar Word documents.

Pricing

Transparent, predictable pricing

  • Implementation: from $5,000 (one-time). This covers discovery, template design, integration, testing and go-live.
  • Platform: from $500/month. Automation platform hosting, monitoring, email delivery and template storage.
  • No per-document fees. No volume penalties. No surprise costs.
  • Most projects fall between $5,000-$10,000 implementation and $500-$1,500/month ongoing.

Proof

How ESK Care went from 10–20 brochures a week to 80+ a day

ESK Care sells science-backed skincare products online. Their customers complete a skin assessment quiz, and ESK delivers a personalised PDF brochure that recommends the right products and links straight to the purchase page.

Before MergeOS: ESK's team manually re-entered every quiz response into a spreadsheet, generated recommendations, and emailed them out. Customers waited hours. The team was bottlenecked.

With MergeOS: Every quiz response now generates a personalised, branded brochure automatically. Customers see it on-screen the moment they finish. The same system runs across Australia, the US and the UK, processing more than 20x the personalised brochures they handled before.

Read the case study

“Since using MergeOS, our customers receive personalised product recommendations almost immediately after completing the quiz. The difference in conversion is night and day, customers who receive a personalised brochure are far more likely to purchase. It's become a core part of how we sell. On top of that, our team no longer spends hours manually creating and sending brochures, so we can focus on growing the business instead of assembling documents.”

Daniel Rubinstein, Managing Director, ESK Care

Ready to stop manually producing documents?

Book a 15-minute call. We'll walk through your current process and tell you whether MergeOS is a fit. If it isn't, we'll point you somewhere useful.