Making a letter or mail from a table row with AI
Set a row to "Send" and a tidy letter or mail is made from the details, for approval.
Letter or mail from a table row is ready-made automation in Altramano for documents and communication: set a row to "Send" and a tidy letter or mail is made from the details, for approval.
What it does
What you need
- Microsoft Outlook
- Everything that goes out, this template puts to you first: you say yes before anything leaves.
How does making a letter or mail from a table row work with AI?
Fill in the "Letters" table (recipient, email, subject, key message). Set the status to Send and this automation writes the letter in plain language; after your approval it goes to the recipient as a mail.
Read what an AI agent does for your teamWho it's for
How to install it
- Choose the template in your environment under Templates.
- Point at the integrations it needs and fill in at most three settings.
- 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 Letter or mail from a table row?
Microsoft Outlook and a Altramano environment. The approval step is on.
Which department is Letter or mail from a table row 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
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|---|---|---|
| Document questions | AI agent | An assistant that answers questions about contracts, quotes and manuals in its knowledge base. |
| Form → Word document | automation | A completed form becomes a tidy Word document (through the Studio), an intake or an agreement for instance. |
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