How to Automate Documents
We are made to automate! How to automate documents?
Main takeaways
- Automation can save time, increase productivity, and reduce errors in contract creation and management, making it an essential aspect of modern-day work organisation.
- Make.com (formerly Integromat) can be used to automate the process of creating and managing contracts and documents.
- To automate documents using Make.com, users can follow a step-by-step guide that includes creating a document template, setting up a Make scenario, adding Google Form and Google Docs to the scenario, automatically emailing documents for review and approval, and testing the scenario to ensure accuracy and efficiency.
Automation has become an essential aspect of modern-day work organisation, enabling individuals and businesses to streamline their workflows and reduce errors. One area where automation can significantly benefit businesses is in the creation and management of contracts. With the help of Make.com (formerly Integromat), businesses can automate the process of creating and managing contracts, allowing them to save time, reduce errors, and increase productivity. In this article, we’ll look at the advantages of automation and how to automate contracts using Make.com.
Advantages of Automation
Automation has numerous advantages, including the following:
- Time-saving: Automation can significantly reduce the time required to perform repetitive and mundane tasks, allowing employees to focus on more critical tasks that require human skills.
- Increased productivity: By automating tasks, businesses can increase their productivity and output, allowing them to complete more work in less time.
- Reduced errors: Automation eliminates the risk of human error, ensuring that the output is accurate and reliable.
How to Automate Documents: An Overview
Automating documents is an excellent example of how businesses can benefit from automation. Contracts are an essential aspect of protecting a company’s sensitive information, and the process of creating and managing them can be time-consuming and error-prone. By automating contracts, businesses can streamline the process and reduce the risk of errors. Here’s a step-by-step guide on how to automate documents using Make.com:
Step 1: Create the Document Template
The first step in automating documents is to create a document template. The template should include all the necessary clauses and information. Once the template is created, it can be uploaded to Google Docs or any other cloud-based document management system.
Step 2: Create a Make Scenario and Add the First Module
The next step is to create a Make scenario and add the first module. Make scenarios are a sequence of actions that automate a specific task. The first module should be the trigger that starts the scenario. For example, the trigger could be a new entry in a Google Sheet or a new contact added via Google form.
Step 3: Add Google Form to your scenario
In this step, you’ll add Google Form to your scenario. Google Form allows you to easily collect information from people and store it in a spreadsheet. You’ll use Google Form to collect the information needed to generate your document. Simply create a form that asks for the necessary information, such as the names of the parties involved and the effective date of the agreement. Once the form is completed, the information will be automatically collected and stored in a Google Sheet. You can then use this information to generate your document. By using Google Form, you can ensure that all the necessary information is collected and stored in an organised manner, which can save you time and minimise errors.
Step 4: Add Google Docs to Automatically Create documents
The next step is to add Google Docs to your scenario. Google Docs is a cloud-based document management system that allows businesses to create, edit, and share documents online. In the context of NDAs, Google Docs can be used to automatically create paperwork using the template created in Step 1.
Step 5: Automatically Email document for Review and Approval
The next step is to automatically email document for review and approval. Make.com can be used to automate the process of emailing the document to the customer for review and approval.
Step 6: Test the Scenario
The final step is to test the scenario to ensure that everything is working correctly. Make.com provides a testing environment that allows users to test their scenarios before it will be released.
Summary
Automating contract creation can streamline the process and help businesses save time and resources. Using Make.com’s integration with Google apps makes it easy to create custom workflows for contract automation. By following the six steps outlined in the article, individuals and businesses can automate their documents creation process and ensure efficiency and accuracy.
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