Pro Tips | Automio Help

Pro Tips

Some handy tricks and tips

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9 articles in this collection
Written by Matt Sagen, Tim Darbyshire, Namrata Kathavate and 1 other

Add an Interview Theme to your Bots

Personalise your Bots by adding your firm's colour to the interview

Written by Michelle Moore
Updated this week

Header or Footer - slimline

How to add a slimline to your document Header and/or Footer

Written by Michelle Moore
Updated this week

Create a Pack mid-flow

How to create a Pack in the middle of your flow

Written by Namrata Kathavate
Updated over a week ago

Get your documents signed easily with digital signature software

Ask your clients to digitally sign the document created by your bot

Written by Tim Darbyshire
Updated over a week ago

An introduction to the Automio Output API + Zapier

Why using Zapier and the API can help you automate more of your online legal solution

Written by Tim Darbyshire
Updated over a week ago

Fast Mode

Fewer clicks for Interviewees

Written by Matt Sagen
Updated over a week ago

Send custom emails based on questions in the interview

Use the output API to send your own emails based on questions in the interview

Written by Tim Darbyshire
Updated over a week ago

Where was I?

A quick pro-tip for Authors of bigger Flows

Written by Matt Sagen
Updated over a week ago

Add client data to your CRM

Use the output API to add information into your CRM or Practice Management Software

Written by Tim Darbyshire
Updated over a week ago