Workflow · Beginner · 1h
Document generation from records workflow
Generate contracts, letters and statements from records so the wording is consistent and the numbers are never retyped.
- Any assistant
- operations
- workflow
Inside this workflow
- When: Any document produced more than ten times a month.
- 1. Mark the variables in the example
- 2. Map each variable to a field
- 3. Generate and diff against the example
- 4. Lock the template
- Steps
- 4
- Tools
- A template, A document generator, The source records
The full workflow opens with a membership that covers Business Process Automation.
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