Streamline document management with Moxo’s templates and KPI kit

At a glance

Many document automation projects stall at the setup stage, with unclear processes and no metrics to prove ROI.

The Moxo Document AI Template Library and KPI Kit eliminate this barrier with pre-built, configurable workflows.

Templates cover reviews, approvals, and data capture, while dashboards visualize key KPIs like accuracy, turnaround, and exception rates.

Together, they help organizations deploy automation faster, measure results confidently, and scale efficiency across teams.

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Accelerate time-to-value with pre-built templates

At the decision stage, buyers want more than promises; they want to see how a platform accelerates value. That’s where Moxo’s Document AI Template Library + KPI Kit comes in. Instead of spending weeks designing document flows for KYC, onboarding, or contracting, your team can import pre-built templates and start running compliant, efficient processes on day one.

Just as important, the KPI Kit provides a structured way to track how these workflows perform. Leaders can measure turnaround times, approval bottlenecks, and completion rates, ensuring the investment in automation translates into measurable ROI.

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What’s in the library

The Moxo Template Library bundles pre-configured workflows that cover common, high-value use cases. Each template includes file requests, AI Review Agents, approvals, and audit-ready reporting.

Examples include:

• KYC/KYB onboarding flow: Collects IDs, corporate documents, and AML declarations, with AI checks for completeness and confidence thresholds.
  
• Contract approval flow: Automates versioning, eSign, and audit logging, designed for multi-department sign-offs.
  
• Employee onboarding flow: Standardizes offer letters, compliance forms, and benefits enrollment with role-based routing.
  
• Policy attestation flow: Ensures employees confirm receipt of updated HR or compliance policies, with reporting for audit readiness.
  

Each template is configurable, so teams can adapt them to internal policies without starting from a blank page.

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How to import into Moxo

Importing templates is designed to be quick and intuitive.

• From the Moxo dashboard, users select the Template Library and browse available workflows.
  
• Each template comes with a description and recommended use cases.
  
• With one click, the template is added to the workspace, where teams can configure roles, escalation rules, and document requirements.

For example, a mid-market bank may import the KYC flow, adjust it to match regional AML requirements, and deploy it the same day. This dramatically shortens implementation timelines and reduces IT dependency.

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KPI workbook overview

Templates accelerate setup, but without measurement, you cannot prove impact. The KPI Kit solves this by providing a ready-made workbook of performance metrics tied to your workflows.

Key metrics include:

• Completion rates: Percentage of flows completed on time.
  
• Turnaround time: Average time between file request and approval.
  
• Escalation frequency: How often workflows require manual intervention.
  
• Audit readiness: Availability of logs and documentation for compliance checks.
  

Quick reference table: sample KPIs

By centralizing these KPIs, Moxo helps leaders monitor ROI and spot opportunities for continuous improvement.

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Reporting presets (completion %, duration, stalls)

The KPI Kit does not just collect raw dat,a it packages insights into ready-made reporting presets that executives and compliance managers can use immediately. These presets transform dashboards from static charts into decision-making tools.

• Completion percentages: Leaders can see what percentage of workflows reach completion on time. If, for example, 15% of client onboarding flows stall at the document upload stage, managers know where to focus training or redesign file requests.
  
• Average duration by stage: Rather than only tracking total turnaround time, Moxo breaks it down by workflow stage. This allows teams to identify whether the real delays happen during document intake, internal approvals, or external signatures. For instance, a contract flow may take eight days but the dashboard could show that six of those days are lost waiting for final sign-off.
  
• Stall points: Presets also spotlight recurring bottlenecks such as failed validations, missing signatures, or documents flagged for review. Teams no longer need to guess why workflows are delayed the stall point is highlighted so leaders can intervene with process changes or escalations.
  

By delivering these pre-built reporting views, Moxo eliminates the need for manual data exports or custom BI setups. Executives gain instant visibility into where workflows succeed or fail, helping them measure ROI, prove compliance, and continuously optimize processes.

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Start with these 3 flows today

For organizations new to Moxo, three templates deliver the fastest impact:

KYC/KYB onboarding

Perfect for financial institutions and fintechs, this flow streamlines document intake, applies AI validation, and routes approvals with audit-ready logs. Compliance teams save time, and clients onboard faster.

Contract approvals

Designed for legal, consulting, or enterprise procurement teams, this flow standardizes contract routing, integrates with eSign, and ensures version control. It reduces bottlenecks and keeps deals moving forward.

Policy attestations

Critical for HR and compliance teams, this flow tracks employee acknowledgment of new policies or regulations. With dashboards, leaders can prove 100% coverage during audits or inspections.

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How Moxo delivers

The Document AI Template Library combined with the KPI Kit is not just a convenience feature; it acts as a decision accelerant. By bundling ready-to-use templates with performance measurement tools, Moxo gives organizations the confidence to deploy quickly and demonstrate impact immediately.

Pre-built workflow templates remove the blank-page problem that often slows down compliance-heavy processes. Instead of starting from scratch, teams can configure industry-specific flows that already include steps for intake, validation, and approvals. Once in motion, the AI Review Agent automatically validates documents, catching errors before they reach downstream systems and reducing the burden on human reviewers.

Multi-party collaboration is simplified through role-based routing and eSign, ensuring that documents move securely from review to binding signature without leaving the platform. To complete the loop, KPI dashboards make it easy for executives and regulators to see proof of ROI, track SLA adherence, and confirm compliance. In short, Moxo does not just enable automation; it provides the structure and visibility organizations need to deliver results with confidence.

As one G2 reviewer noted: “Moxo made it easy to get started. We imported a contract flow, added our approval rules, and were running in under a day with full reporting.”

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Take the first step

For decision-ready buyers, the question is not whether to automate document workflows, but how quickly they can deploy and demonstrate ROI. The Moxo Document AI Template Library + KPI Kit answers both. Templates provide immediate value, and the KPI workbook ensures measurable success.

If your organization is ready to accelerate onboarding, contracting, and compliance workflows, Moxo delivers the fastest path to value. Book a demo today to explore the templates and KPI Kit in action.

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FAQs

Can templates be customized to fit our internal policies?

Yes. Templates are designed as starting points and can be adjusted for roles, escalation rules, and document types. This ensures workflows align with your organization’s compliance standards.

How does the KPI Kit integrate with reporting dashboards?

The KPI Kit plugs directly into Moxo dashboards, providing pre-set metrics like completion rates and average durations. Leaders can use these dashboards without building custom reports from scratch.

Is the Template Library included in all Moxo plans?

The Template Library is available to most business and enterprise plans. Access depends on your subscription tier, and Moxo can guide you on availability during implementation.

Can we export reports for regulators or executives?

Yes. Dashboards allow one-click export of KPIs, audit logs, and workflow performance. This makes it simple to provide proof during compliance reviews or board updates.

How fast can we deploy a template?

Most organizations can import and configure a template in less than a day. Adjustments for custom rules may take longer, but teams typically go live much faster than with manual workflow design.

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