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Automated Workflow for SOW Documents and Project Management

Avatar of Sam W.Sam W.
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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

21 comments

  • Avatar of Alexandre K.
    Alexandre K.
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    Amazing video - turns out I want to build something similar and I also want to figure out the formatting bit

  • Avatar of Alexandre K.
    Alexandre K.
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    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

  • Avatar of Sam W.
    Sam W.
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    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.

  • Avatar of Alexandre K.
    Alexandre K.
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    Will try the first option and let you know

    🙌1
  • Avatar of Sam W.
    Sam W.
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    Awesome, yeah keep me posted!

  • Avatar of Alexandre K.
    Alexandre K.
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    It works - lol

  • Avatar of Alexandre K.
    Alexandre K.
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    Just use {{item}} tags

  • Avatar of Alexandre K.
    Alexandre K.
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    then Lindy recognizes them as fields:

  • Avatar of Sam W.
    Sam W.
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    Oh awesome. Thanks for sharing. I'lll refactor that Lindy!

  • Avatar of Sam W.
    Sam W.
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    it keeps the formatting of the template?

  • Avatar of Sam W.
    Sam W.
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    like using item tags in H1 for example?

  • Avatar of Alexandre K.
    Alexandre K.
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  • Avatar of Alexandre K.
    Alexandre K.
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    Yes, it keeps the formatting

    🙌1
  • Avatar of Alexandre K.
    Alexandre K.
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    I haven’t tried tables

  • Avatar of Alexandre K.
    Alexandre K.
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    I think Tables might be a challenge

  • Avatar of Alexandre K.
    Alexandre K.
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    but text inside sections, titles, etc.

  • Avatar of Alexandre K.
    Alexandre K.
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    easy peasy

  • Avatar of Alexandre K.
    Alexandre K.
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    so good

  • Avatar of Sam W.
    Sam W.
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    Nice! 👏

  • Avatar of Alexandre K.
    Alexandre K.
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    a bit of tweaking required, and most importantly will pipe it to our Meeting Notetaker, but then game over