Creating an automated document workflow involves the following six standard steps:
- Select a template: Click on "+New Workflow" in the dashboard and select the "Document Generation" template or a blank project.
- Connecting to a data source: Drag-and-drop data source modules (e.g. Google Drive/SharePoint) to authorize access to source files such as sales data
- Configuring AI ProcessingAdd "AI Analysis" module, set prompt words such as "Summarize this month's sales performance of TOP3 products, including chain comparison data".
- Defining OutputsDrag and drop into the output module, select Word/PDF format, set up filename rules and storage path.
- Setting Triggers: Configure timed tasks (e.g. every Monday at 9:00) or event-driven (triggered when new data is uploaded)
- Test Deployment: Test the workflow with historical data and activate the automation after verifying that there are no errors.
Typical examples include automatic generation of weekly reports, contract summaries, meeting minutes, etc. The platform provides 20+ preset templates and supports output in Word, Excel, PPT and Markdown formats.
This answer comes from the articleMeinGPT: GDPR-compliant AI workbench for EU enterprisesThe
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