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Document automation tutorial

Document automation 101: build a system

If you're looking to jump right into building a complete, but miniature system for collect data, storing it online, then using it to populate templates, this tutorial is for you.

Tutorial outline

Intro
Intro to Workbases
1:48

Your Workbase is the backbone of your document automation system. It may look like a simple online spreadsheet, but later in this tutorial we'll build Apps that add data to, and pull data from, this Workbase.

Collecting data
Build an intake app
5:11

What makes a Workbase powerful is that it can integrate with Apps. Let's build your first App: one that populates this Workbase with data directly from clients.

Automating documents
Start a document automation app
2:11
Build a Word template
9:56

This App will be similar to the one we just built, except that it will have only 1 block and it won't ask any questions. Instead, this App just pulls data out of a Workbase and populates a Word template.

Go further

Well done! You know everything you need to build a robust document automation system for yourself and your staff. But don't stop now; things are just getting interesting.