Wrike - OpenText Core Capture Services Integration and Automation

Common Integration Use Cases Between Wrike and OpenText Core Capture Services

1. Invoice intake to project-based approval routing

Flow: OpenText Core Capture Services ? Wrike

Invoices related to client projects, campaigns, or professional services engagements are captured and classified in OpenText Core Capture Services, then key fields such as vendor, amount, cost center, project code, and due date are pushed into Wrike as a task or approval request. Finance and project managers can review exceptions, attach supporting documents, and approve or reject items in a structured workflow.

Business value: Reduces manual invoice handling, improves visibility into project spend, and speeds up approval cycles for billable work and vendor payments.

2. Digital mailroom for project intake and task creation

Flow: OpenText Core Capture Services ? Wrike

Incoming correspondence, forms, and scanned requests are captured in a digital mailroom process, classified by document type, and routed into Wrike as actionable work items. For example, a signed client form can automatically create a project task, assign an owner, set a due date, and attach the original document for review.

Business value: Eliminates manual triage of incoming documents and ensures requests are converted into trackable work without delay.

3. Customer onboarding document processing

Flow: OpenText Core Capture Services ? Wrike

Onboarding packets such as application forms, compliance documents, and supporting correspondence are ingested by OpenText Core Capture Services, which extracts customer data and identifies missing fields. Wrike then manages the onboarding checklist, assigns tasks to legal, operations, and account teams, and tracks completion of each step until the customer is ready for activation.

Business value: Improves onboarding consistency, reduces rework caused by incomplete submissions, and gives cross-functional teams a shared view of progress.

4. Exception handling for document validation issues

Flow: OpenText Core Capture Services ? Wrike

When OpenText Core Capture Services cannot confidently classify a document or extract required data, it creates a Wrike task for human review. The task includes the document image, confidence scores, and missing or ambiguous fields so operations staff can validate the record and correct the data before downstream processing continues.

Business value: Creates a controlled exception process, reduces processing errors, and prevents stalled workflows caused by incomplete or uncertain capture results.

5. Contract and correspondence review workflow

Flow: OpenText Core Capture Services ? Wrike

Contracts, amendments, and formal correspondence are captured in OpenText Core Capture Services and routed into Wrike for review, redlining coordination, and approval. Wrike can assign tasks to legal, procurement, finance, and business owners, while the captured document metadata helps route the item to the correct workflow based on document type, vendor, or client.

Business value: Shortens review cycles, improves accountability across stakeholders, and centralizes document-driven approvals in one work management system.

6. Project documentation archive and work tracking

Flow: Wrike ? OpenText Core Capture Services

Completed project deliverables, signed approvals, and final documents stored in Wrike can be sent to OpenText Core Capture Services for capture, indexing, and archival into a records or content repository. Metadata from Wrike such as project name, client, phase, and completion date is used to classify the records for future retrieval and compliance needs.

Business value: Supports retention and audit requirements while keeping Wrike focused on active work rather than long-term document storage.

7. Operational reporting on document-driven work

Flow: Bi-directional

OpenText Core Capture Services provides document metadata such as document type, received date, processing status, and extraction confidence, while Wrike provides task status, owner, cycle time, and approval outcomes. Together, the systems can feed operational dashboards that show how document intake volume affects workload, bottlenecks, and turnaround times across finance, legal, operations, and client service teams.

Business value: Gives leaders end-to-end visibility from document receipt to work completion, enabling better staffing, SLA management, and process improvement.

8. Automated request initiation from captured forms

Flow: OpenText Core Capture Services ? Wrike

Structured forms such as service requests, change requests, or internal intake forms are captured and interpreted by OpenText Core Capture Services, then converted into standardized Wrike request forms or tasks. Based on extracted data, the system can assign the request to the right team, apply priority rules, and trigger the correct workflow template.

Business value: Standardizes intake across departments, reduces manual rekeying, and ensures requests enter the right workflow with the right context from the start.