All Collections
Document Automation
Improve in small iterations as needed
Improve in small iterations as needed

When you do want to add more automation to get closer to 100%, finish one small thing at a time.

Samuel Smolkin avatar
Written by Samuel Smolkin
Updated over a week ago

When you do want to add more automation to get closer to 100%, whether on the basis of user feedback or your own pride of craftspersonship, do one small thing at a time. Add conditional logic or formula automation to just one column or clause in the template and make sure it's working before moving on to another. Change just one thing in the template document before uploading the new version and checking that it works. Don't embark on grand plans and massive projects; either you'll never finish, or it will be irrelevant or unwanted by the time you do. With each improvement you finish quickly, your team will save a little more time or get a little more accurate, and that's what it's all about.

Did this answer your question?