Pro Tips
Some handy tricks and tips
6 articles in this collection
Written by Matt Sagen and Tim Darbyshire
Written by Matt Sagen and Tim Darbyshire
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 this week
Updated this week
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 this week
Updated this week
Fast Mode
Fewer clicks for Interviewees
Written by Matt Sagen
Updated over a week ago
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
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
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
Updated over a week ago