Altramano
Menu
AutomationForm → Word document

Turning a form into a Word document with AI

A completed form becomes a tidy Word document (through the Studio), an intake or an agreement for instance.

Form → Word document is ready-made automation in Altramano for documents and communication: a completed form becomes a tidy Word document (through the Studio), an intake or an agreement for instance.

It works with Microsoft Outlook.

Ready-made automation · department Documents and communication

What it does

Every submission of the form becomes a Word document through the Studio, with headings and a table of the answers. You get a mail when it is ready.

What you need

  • Microsoft Outlook — find, send, answer and draft mail in Outlook and pull attachments, with a trigger on new mail, connected through logging in to the service.

How does turning a form into a Word document work with AI?

An automation runs in your own environment with fixed steps, the same every time.

Every submission of the form becomes a Word document through the Studio, with headings and a table of the answers. You get a mail when it is ready.

Microsoft Outlook: find, send, answer and draft mail in Outlook and pull attachments, with a trigger on new mail.

Everything runs in your own environment in Amsterdam. You set the limit: what falls within it runs by itself; what falls outside it comes to you first. Every run is there to read back step by step in Runs.

Read what an AI agent does for your team

Who it's for

For documents and communication: letters and mails in house style, translations, summaries and signing. Those hours go into saying what you want to say, instead of into laying out, translating and sending around.

This department comes into play in transport and logistics, consultancies and business services, architects and engineering firms, property and estate agents, training providers and legal and notaries.

How to install it

  1. Choose the template in your environment under Templates.
  2. Point at the integrations it needs and fill in at most three settings.
  3. Test with an example, read the run back and say yes before it goes live.

The full manual (what it is for, what you get, what you need, step by step, testing, errors with cause and remedy) sits with the template in your own environment.

Frequently asked questions

What do I need for Form → Word document?

Microsoft Outlook and a Altramano environment.

Which department is Form → Word document for?

Documents and communication, in industries such as transport and logistics, consultancies and business services and architects and engineering firms.

Does anything go out without me seeing it?

Everything that goes out is set to approve first by default. You can switch that step off per automation once you trust it.

What if something goes wrong?

The run stops, you get a notification, and in Runs you see step by step what happened. The manual names the errors you may meet, with cause and solution.

More for documents and communication

More templates for documents and communication
SjabloonSoortWhat it does
Follow up a signature requestautomationDocuments sent for signature that are not back after five days get a reminder, for approval.
Mail drafter in house styleAI agentAn assistant that writes mails in your organisation's house style and puts them ready as drafts.
Merge and send PDFsautomationMail several PDFs in one message; they come back as one document, ready to forward once approved.
All 9 templates for documents and communication

Templates are updated in your Altramano environment.

Last updated: