Building Your Own Bot

This section contains information on how to create a bot, and information on advanced features

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48 articles in this collection
Written by Zac Bingham, Olivia Wensley, Tim Darbyshire and 2 others

Bot Building Basics Webinar

Here's the help you need to get started

Written by Michelle Moore
Updated over a week ago

Quick Add

Cut down authoring time by creating multiple points using one feature.

Written by Tim Darbyshire
Updated over a week ago

Broken reference questions

What to do when you see answer labels with no question in the interview

Written by Michelle Moore
Updated over a week ago

Customise Fonts

How to select a font that is not listed in Themes

Written by Michelle Moore
Updated over a week ago

Jumps and Re-Target Jumps

Learn how to use Jumps in your flow

Written by Will Rowland
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 Tim Darbyshire
Updated over a week ago

Add signature lines to your document

Create the perfect execution block with special tokens.

Written by Tim Darbyshire
Updated over a week ago

Making Good Labels

Follow 3 simple rules: Unique, Standalone, and Human-Readable

Written by Tim Darbyshire
Updated over a week ago

Numbering and Indentation

The Easy Way and the Accurate Way

Written by Tim Darbyshire
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 Tim Darbyshire
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 Tim Darbyshire
Updated over a week ago

Interactive Tutorials

Your first Bot: Holiday Planner

A step by step guide to create a simple Bot to help you practice Authoring

Written by Tim Darbyshire
Updated over a week ago

Starting a Bot

Get Started Here

An overview of Automio and the authoring tools

Written by Tim Darbyshire
Updated over a week ago

Create a New Flow

How to add a new flow and select the owner organisation

Written by Olivia Wensley
Updated over a week ago

Flow Writing Tools

An overview explanation the authoring tools to create a flow

Written by Olivia Wensley
Updated over a week ago

Logic Strategy for creating Flows

A brief video that describes 2 approaches to authoring a Flow

Written by Zac Bingham
Updated over a week ago

The Interview

Add Questions and Answers

How to add a question and answers into your Automio Flow

Written by Olivia Wensley
Updated over a week ago

Creating Multi-Choice Questions

How to create multi-choice questions

Written by Tim Darbyshire
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 Olivia Wensley
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 Tim Darbyshire
Updated over a week ago

Reference questions

Refer to a question previously asked

Written by Tim Darbyshire
Updated over a week ago

How to add a URL/Hyperlink/Link

How to add a link in 4 easy steps!

Written by Tim Darbyshire
Updated over a week ago

Packs - Collecting Multiple Pieces of Information

How to Create a Theme

Set up your first theme to style your document

Written by Tim Darbyshire
Updated over a week ago

What is a Pack?

Explains what a pack is and when to use one

Written by Tim Darbyshire
Updated over a week ago

How to create a Pack

Explains how to create a Pack

Written by Tim Darbyshire
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 Tim Darbyshire
Updated over a week ago

Questions within Pack References

Making sure you've collected all the info you need

Written by Tim Darbyshire
Updated over a week ago

Grammar in Pack Output

How to use Pack Grammar

Written by Tim Darbyshire
Updated over a week ago

The Document

Learn how to modify a variables case in your document

How to make variables show in capital letters

Written by Tim Darbyshire
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 Tim Darbyshire
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 Tim Darbyshire
Updated over a week ago

Indentation after Headings

When Paragraphs need to stay left!

Written by Tim Darbyshire
Updated over a week ago

Section References

Referencing Clause Numbers Dynamically

Written by Tim Darbyshire
Updated over a week ago

Include Images in Headers and Footers

Learn how to customise headers and footers to include images

Written by Tim Darbyshire
Updated over a week ago

Using a Page Break to push content onto a new page

Adding a Page Break special token

Written by Tim Darbyshire
Updated over a week ago

Custom Clause Numbering

Match your Clause Numbering to your Precedent with ease

Written by Tim Darbyshire
Updated over a week ago

Header from Top, Footer from Bottom

Mastering Theme settings for perfect layouts

Written by Tim Darbyshire
Updated over a week ago

Cover Pages

When the first page should look different from the rest

Written by Tim Darbyshire
Updated over a week ago

Table of Contents

Insert a Table of Contents with ease!

Written by Will Rowland
Updated over a week ago

Keep With Next

Written by Tim Darbyshire
Updated over a week ago

Background Images

Not just Watermarks

Written by Tim Darbyshire
Updated over a week ago

Fonts and Font Sizes

Stretch your Theme in new directions

Written by Tim Darbyshire
Updated over a week ago

Advanced Features

Learn how to duplicate your bot

Create a copy of an existing bot to create multiple versions

Written by Tim Darbyshire
Updated over a week ago

How to Create a Table

Learn how to build a simple table in Automio

Written by Tim Darbyshire
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 Tim Darbyshire
Updated over a week ago

SPECIAL TOKENS

A handy list and brief explanation of all our Special Tokens

Written by Tim Darbyshire
Updated over a week ago

Merge Table Cells

An Advanced Usage of Special Tokens

Written by Tim Darbyshire
Updated over a week ago

What are tokens?

How to use "he" or "she" and other variables in a document.

Written by Tim Darbyshire
Updated over a week ago