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Dexmo DX - Automated Document Delivery

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Dexmo Diagnostics

Create a document distribution app that turns a single upload into automated, attachment-based delivery to the right case workers.

Client Overview

Dexmo Diagnostics Case Study: Automated Document Delivery to Case Workers

(SendGrid + Attachments)

We created a document distribution app that turns a single upload into automated, attachment-based delivery to the right case worker(s). Instead of composing one-off emails all day, Dexmo Diagnostics’ team uploads the file once, adds basic case details, and the system handles the rest.

How it works

- Upload a document once

- The system confirms the case details and identifies the assigned case worker(s)

- The app automatically sends the email(s) with the file attached through SendGrid

- Every delivery is logged, and any failures are flagged for review or resend

Challenges

Dexmo Diagnostics’ team was spending a lot of time manually emailing documents to case workers. In busy periods, staff were sending up to 20 individual emails per day, each requiring recipient lookup, attachment handling, and follow-up when something went wrong. The process was time-consuming, error-prone, and difficult to track.

Dexmo Diagnostics wanted the distribution to remain attachment-based for familiarity and ease of use for recipients, while improving reliability and consistency. SendGrid provides a stable delivery layer for outbound email at scale, with better control and visibility than ad-hoc manual sending.

Our Solution

Results

- 2,000+ uploads delivered and distributed since launch

- Significant time savings by eliminating repetitive email composition and attachment work

- More consistency and fewer mistakes through standardized formatting and automated routing

- Better accountability with a clear record of what was sent, to whom, and when

Time savings (typical)

Based on typical manual effort of 4–6 minutes per email (look up recipients, compose, attach, verify, send):

- Up to 20 emails/day saved = 80–120 minutes/day (1.3–2 hours/day)

- Approx. 27–40 hours/month saved (assuming 20 business days)

What this enables for Dexmo Diagnostics

With distribution automated, Dexmo Diagnostics staff can focus on higher-value work instead of repetitive sending. Case workers receive documents faster and more consistently, and Dexmo Diagnostics has a centralized trail for support, compliance, and internal reporting.

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