Building Your Own Bot | Automio Help

Building Your Own Bot

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

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46 articles in this collection
Written by Matt Sagen, Zac Bingham, Olivia Wensley and 4 others

Quick Add

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

Written by Namrata Kathavate
Updated over a week ago

Customise Fonts

How to select a font that is not listed in Themes

Written by Michelle Moore
Updated today

Jumps and Re-Target Jumps

Learn how to use Jumps in your flow

Written by Will Rowland
Updated over a week ago

How to see the answers entered into an interview

Using the information sheet output option to receive a transcript of the answers the 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 Matt Sagen
Updated over a week ago

Numbering and Indentation

The Easy Way and the Accurate Way

Written by Matt Sagen
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 Namrata Kathavate
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 Namrata Kathavate
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

Getting Started Video

An overview of the authoring tool, including a demonstration of how to automate a letter of demand

Written by Matt Sagen
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 today

Flow Writing Tools

An overview explanation the authoring tools to create a flow

Written by Olivia Wensley
Updated today

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

A simple step by step guide to adding 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 adding an in-Flow message to the person 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

Refer to a Question Previously Asked

A quick guide to using reference questions in your flows

Written by Matt Sagen
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 today

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 this week

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 Matt Sagen
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 Matt Sagen
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 Matt Sagen
Updated over a week ago

Section References

Referencing Clause Numbers Dynamically

Written by Matt Sagen
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 Matt Sagen
Updated over a week ago

Custom Clause Numbering

Match your Clause Numbering to your Precedent with ease

Written by Matt Sagen
Updated over a week ago

Header from Top, Footer from Bottom

Mastering Theme settings for perfect layouts

Written by Matt Sagen
Updated over a week ago

Cover Pages

When the first page should look different from the rest

Written by Matt Sagen
Updated over a week ago

Table of Contents

Help your Customers Navigate your Documents

Written by Matt Sagen
Updated over a week ago

Keep With Next

Written by Matt Sagen
Updated over a week ago

Background Images

Not just Watermarks

Written by Matt Sagen
Updated over a week ago

Fonts and Font Sizes

Stretch your Theme in new directions

Written by Matt Sagen
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 Matt Sagen
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