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Building Your Own Bot
Building Your Own Bot
This section contains information on how to create a bot, and information on advanced features
+4
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 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
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
Get Started Here
An overview Automio and the authoring tools
Written by
Namrata Kathavate
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
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 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
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
Insert a Table of Contents with ease!
Written by
Will Rowland
Updated over a week ago
Keep With Next
No more widows
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