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Automate Key Documents
Automate Key Documents
This section contains information on how to create automations, and information on advanced features
55 articles in this collection
Written by
Morgan Kane
Automio Template List
A list of bots available to our subscribers
Written by
Morgan Kane
Updated over a week ago
Tutorials & Webinars
Bot Building Basics Webinar
Here's the help you need to get started
Written by
Morgan Kane
Updated over a week ago
Your first Bot: Holiday Planner
A step by step guide to create a simple Bot to help you practice Authoring
Written by
Morgan Kane
Updated over a week ago
Get Started Here
An overview of Automio and the authoring tools
Written by
Morgan Kane
Updated over a week ago
Get new clients online with a Client Acquisition Bot
Learn how to turn your bot into a client acquisition machine
Written by
Morgan Kane
Updated over a week ago
Save time onboarding new clients
Create an information gatherer to get your new clients details fast.
Written by
Morgan Kane
Updated over a week ago
The Interview
Create a New Flow
How to add a new flow and select the owner organisation
Written by
Morgan Kane
Updated over a week ago
Flow Writing Tools
An overview explanation the authoring tools to create a flow
Written by
Morgan Kane
Updated over a week ago
Making Good Labels
Follow 3 simple rules: Unique, Standalone, and Human-Readable
Written by
Morgan Kane
Updated over a week ago
Collecting the right information using Answer Types
Learn how to use the different answer types to provide validation on your clients input
Written by
Morgan Kane
Updated over a week ago
Add Questions and Answers
How to add a question and answers into your Automio Flow
Written by
Morgan Kane
Updated over a week ago
Creating Multi-Choice Questions
How to create multi-choice questions
Written by
Morgan Kane
Updated over a week ago
Add an Instruction Point
Guide to providing additional information to your customer while they are completing the interview
Written by
Morgan Kane
Updated over a week ago
Include a video or image in your interview
Add a video or image to deliver information in the best format.
Written by
Morgan Kane
Updated over a week ago
Reference questions
Refer to a question previously asked
Written by
Morgan Kane
Updated over a week ago
How to add a URL/Hyperlink/Link
How to add a link in 4 easy steps!
Written by
Morgan Kane
Updated over a week ago
Packs - Collecting Multiple Pieces of Information
What is a Pack?
Explains what a pack is and when to use one
Written by
Morgan Kane
Updated over a week ago
How to create a Pack
Explains how to create a Pack
Written by
Morgan Kane
Updated over a week ago
How to use Pack References
How to use the information that you have collected from your Pack in your document
Written by
Morgan Kane
Updated over a week ago
Questions within Pack References
Making sure you've collected all the info you need
Written by
Morgan Kane
Updated over a week ago
Grammar in Pack Output
How to use Pack Grammar
Written by
Morgan Kane
Updated over a week ago
The Document
Quick Add
Cut down authoring time by creating multiple points using one feature.
Written by
Morgan Kane
Updated over a week ago
Numbering and Indentation
The Easy Way and the Accurate Way
Written by
Morgan Kane
Updated over a week ago
How to Create a Theme
Set up your first theme to style your document
Written by
Morgan Kane
Updated over a week ago
Columns
Written by
Morgan Kane
Updated over a week ago
Learn how to modify a variables case in your document
How to make variables show in capital letters
Written by
Morgan Kane
Updated over a week ago
How to use sections to create numbered paragraphs
Learning how to format your output to create numbered blocks of text.
Written by
Morgan Kane
Updated over a week ago
Section Numbering and Indenting
How to reset numbering and manipulate indentation so it's the way you want it
Written by
Morgan Kane
Updated over a week ago
Indentation after Headings
When Paragraphs need to stay left!
Written by
Morgan Kane
Updated over a week ago
Section References
Referencing Clause Numbers Dynamically
Written by
Morgan Kane
Updated over a week ago
Include Images in Headers and Footers
Learn how to customise headers and footers to include images
Written by
Morgan Kane
Updated over a week ago
Using a Page Break to push content onto a new page
Adding a Page Break special token
Written by
Morgan Kane
Updated over a week ago
Custom Clause Numbering
Match your Clause Numbering to your Precedent with ease
Written by
Morgan Kane
Updated over a week ago
Header from Top, Footer from Bottom
Mastering Theme settings for perfect layouts
Written by
Morgan Kane
Updated over a week ago
Cover Pages
When the first page should look different from the rest
Written by
Morgan Kane
Updated over a week ago
Table of Contents
Insert a Table of Contents with ease!
Written by
Morgan Kane
Updated over a week ago
Keep With Next
No more widows
Written by
Morgan Kane
Updated over a week ago
Background Images
Not just Watermarks
Written by
Morgan Kane
Updated over a week ago
Fonts and Font Sizes
Stretch your Theme in new directions
Written by
Morgan Kane
Updated over a week ago
Advanced Features
Broken reference questions
What to do when you see answer labels with no question in the interview
Written by
Morgan Kane
Updated over a week ago
Searching in the editor
How to use the search feature to find the correct point in your flow
Written by
Morgan Kane
Updated over a week ago
Add signature lines to your document
Create the perfect execution block with special tokens.
Written by
Morgan Kane
Updated over a week ago
Jumps and Re-Target Jumps
Learn how to use Jumps in your flow
Written by
Morgan Kane
Updated over a week ago
Style your table with different borders
Learn how to customise your table's border style with border modes
Written by
Morgan Kane
Updated over a week ago
Identifying the right interview in your history
Create a summary for an interview so you can find them easily
Written by
Morgan Kane
Updated over a week ago
Put your client to work by adding Tasks after your bot is completed
Learn how to utilise Tasks in your bot to provide guidance on the next steps to solving your client's problems
Written by
Morgan Kane
Updated over a week ago
Learn how to duplicate your bot
Create a copy of an existing bot to create multiple versions
Written by
Morgan Kane
Updated over a week ago
How to Create a Table
Learn how to build a simple table in Automio
Written by
Morgan Kane
Updated over a week ago
Plural vs Singular text
How to know whether more than one item has been entered in a pack and reference this in the flow
Written by
Morgan Kane
Updated over a week ago
Customise Fonts
How to select a font that is not listed in Themes
Written by
Morgan Kane
Updated over a week ago
SPECIAL TOKENS
A handy list and brief explanation of all our Special Tokens
Written by
Morgan Kane
Updated over a week ago
Merge Table Cells
An Advanced Usage of Special Tokens
Written by
Morgan Kane
Updated over a week ago
Providing a different description once the interview is completed
Use the description point to give your clients a different description when they complete the interview
Written by
Morgan Kane
Updated over a week ago
How your see your Clients' answers after they complete an interview
Using the information sheet Output option to receive a transcript of the answers your Client entered into your interview
Written by
Morgan Kane
Updated over a week ago
What are tokens?
How to use "he" or "she" and other variables in a document.
Written by
Morgan Kane
Updated over a week ago