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Pro Tips
Pro Tips
Some handy tricks and tips
+1
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