Automated Workflow for SOW Documents and Project Management | Lindy Community

Automated Workflow for SOW Documents and Project Management

Created a workflow that automates Scope of work documents, project plan task list, writes proposal emails and I can also chat with the agent directly in slack to ask more about the work or get it to update the SOW and task list. All from an initial client brief. Full step by step breakdown and Lindy template included in the description of the vid. Hope it's helpful guys! Let me know if any questions. Happy building! 🙂 https://www.youtube.com/watch?v=X_QWPYdtW7o

🔥3

🙌1

21 comments

Alexandre K.
·
·
Amazing video - turns out I want to build something similar and I also want to figure out the formatting bit
Alexandre K.
·
·
Wondering if this is possible with Lindy alone or whether I should use another solution to generate the doc? Could instead fill a document record in Airtable and use DocsAutomator to inject the content in a template
Sam W.
·
·
Yeah so I've been thinking about this. I think it's possible in Lindy by using the Google Docs action "Create Doc From Template" but if you're using a more creative template in a different tool, you may need to store the output and then use something like Make.com to automate that part of the process. I think it really just depends where you build your templates as to what can be achieved.
Alexandre K.
·
·
Will try the first option and let you know
🙌1
Sam W.
·
·
Awesome, yeah keep me posted!
Alexandre K.
·
·
It works - lol
Alexandre K.
·
·
Just use {{item}} tags
Alexandre K.
·
·
then Lindy recognizes them as fields:
Sam W.
·
·
Oh awesome. Thanks for sharing. I'lll refactor that Lindy!
Sam W.
·
·
it keeps the formatting of the template?
Sam W.
·
·
like using item tags in H1 for example?
Alexandre K.
·
·
Alexandre K.
·
·
Yes, it keeps the formatting
🙌1
Alexandre K.
·
·
I haven’t tried tables
Alexandre K.
·
·
I think Tables might be a challenge
Alexandre K.
·
·
but text inside sections, titles, etc.
Alexandre K.
·
·
easy peasy
Alexandre K.
·
·
so good
Sam W.
·
·
Nice! 👏
Alexandre K.
·
·
https://x.com/akantjas/status/1891501388867273181
Alexandre K.
·
·
a bit of tweaking required, and most importantly will pipe it to our Meeting Notetaker, but then game over