Pro Tips

Some handy tricks and tips

Olivia Wensley avatar Tim Darbyshire avatar Michelle Moore avatar
15 articles in this collection
Written by Olivia Wensley, Tim Darbyshire, and Michelle Moore

Using Modal Mode in Leadpages

Learn how to add Automio's Modal Mode to Leadpages
Tim Darbyshire avatar
Written by Tim Darbyshire
Updated over a week ago

Customise your indents

Michelle Moore avatar
Written by Michelle Moore
Updated over a week ago

Downloading the document using our Output API

Automating the next steps of the journey for your client's documents.
Tim Darbyshire avatar
Written by Tim Darbyshire
Updated over a week ago

Ordinal Language

Michelle Moore avatar
Written by Michelle Moore
Updated over a week ago

List Item token

The List Item token allows you customise your numbering
Michelle Moore avatar
Written by Michelle Moore
Updated over a week ago

Add an Interview Theme to your Bots

Personalise your Bots by adding your firm's colour to the interview
Michelle Moore avatar
Written by Michelle Moore
Updated over a week ago

Header or Footer - slimline

How to add a slimline to your document Header and/or Footer
Michelle Moore avatar
Written by Michelle Moore
Updated over a week ago

Create a Pack mid-flow

How to create a Pack in the middle of your flow
Tim Darbyshire avatar
Written by Tim Darbyshire
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
Tim Darbyshire avatar
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
Tim Darbyshire avatar
Written by Tim Darbyshire
Updated over a week ago

Fast Mode

Fewer clicks for Interviewees
Tim Darbyshire avatar
Written by Tim Darbyshire
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
Tim Darbyshire avatar
Written by Tim Darbyshire
Updated over a week ago

Where was I?

A quick pro-tip for Authors of bigger Flows
Tim Darbyshire avatar
Written by Tim Darbyshire
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
Tim Darbyshire avatar
Written by Tim Darbyshire
Updated over a week ago

Apply a Formatting Theme to Document

Content is king, but style certainly helps
Olivia Wensley avatar
Written by Olivia Wensley
Updated over a week ago