How to automate creating docs from calculators online

October 25, 2023
Kristjan Kristjansson
6:16 minute video

In this edition of Workflow Wednesday, we delve into a simplified yet powerful method of automating document generation using Journeys. We demonstrate a scenario where a user interacts with an online calculator (using https://grid.is/), inputs data, and upon submission, receives a tailored document in their inbox. This document uses the input data to create a compelling business case for leveraging Journeys.

We’ll guide you through a step-by-step process of setting up an online calculator using no-code tools, linking it to Journeys, and automating the generation of a document that assimilates the calculated data. We’ll also cover how to convert the document to PDF, review, and send it via email, making the process seamless and efficient. Whether it's a business case, an employment contract, or any other form of document, this automation can significantly streamline your document workflow.

Watch and learn how to:

  1. Set up an interactive calculator on your website.
  2. Automate the generation and delivery of a custom document using Journeys.
  3. Convert, review, and email the document to the recipient.

Explore the integration of 50skills to further refine and manage your document generation process.Get a glimpse of how automation with Journeys can save you time and resources while delivering personalized documents at scale. And don’t forget, if you have any suggestions or ideas for our next Workflow Wednesday, feel free to share them in the comments below. Your input is invaluable as we continue to explore and share practical workflow automations to enhance productivity.