Automatisez efficacement avec le nouveau concepteur de workflows flexibles
Auparavant, l'automatisation dans les modèles de fusion de Writer se limitait à des actions simples comme « fusionner et stocker », « fusionner et envoyer par e-mail » ou « fusionner et envoyer pour signature ». En revanche, il était jusqu’à présent impossible de combiner plusieurs modèles dans un seul document, de choisir un modèle selon des critères précis, ou encore d’envoyer plusieurs fichiers en pièce jointe d’un même e-mail.Le nouveau concepteur de flux d'automatisation change la donne. Grâce à son approche intuitive et sans code, il permet de gérer facilement des scénarios complexes.
Vous pouvez désormais réaliser des actions avancées, telles que marquer un document comme final, le fusionner avec un autre, ou le convertir en PDF ou en feuille de calcul — tout en préservant les paramètres du modèle.Il est aussi possible de déplacer les documents dans des dossiers spécifiques, de mettre en pause une collaboration, de résoudre les commentaires, etc.
Comment utiliser le concepteur de workflows d'automatisation
Il propose une interface intuitive en glisser-déposer permettant d’organiser des cartes d’action, de définir la logique du flux via des connexions, et de configurer chaque action selon vos besoins. Par exemple, vous pouvez utiliser des cartes pour sélectionner des modèles et définir des règles afin de diriger automatiquement le flux selon différents scénarios.
Il vous suffit de faire glisser les cartes souhaitées sur le canvas, de les organiser en groupes, et de créer ainsi des flux de travail complets et cohérents, sans effort.
Découvrons maintenant quelques cas d’usage concrets en entreprise pour mieux comprendre les avantages de ce concepteur de flux.
1. Adapter le mode de distribution en fonction des conditions
Contexte : une fondation doit envoyer des reçus de dons à ses donateurs.
Problème : certains donateurs ont une adresse e-mail, d’autres non.
Solution : les reçus sont envoyés par e-mail aux donateurs qui disposent d’une adresse électronique. Les autres doivent venir retirer leur reçu imprimé au bureau.
Fonctionnement avec le concepteur de flux d’automatisation
- Déclenchement : l’automatisation démarre dès que les reçus sont prêts.
- Création des reçus : un reçu personnalisé est généré pour chaque donateur.
- Filtrage : la carte "Filtrer les données" sépare les donateurs en deux groupes, selon la présence d’une adresse e-mail :
- Port 1 : avec adresse e-mail
- Port par défaut : sans adresse e-mail
- Distribution :
- Les reçus des donateurs avec adresse e-mail sont envoyés automatiquement par mail.
- Pour les autres, un webhook prévient l’équipe chargée d’imprimer et de conserver les reçus pour remise en main propre.
2. Choix automatisé du modèle de document selon le filtrage des données
Contexte : un cabinet d’avocats propose trois services : conseil, contentieux et consultation, et doit générer le contrat correspondant à chaque service.
Problème : différents modèles existent, et il faut automatiquement utiliser le bon modèle selon le service sélectionné par le client.
Solution : grâce aux cartes de filtrage du concepteur d’automatisation, vous pouvez définir des règles pour choisir automatiquement le modèle adéquat.
Fonctionnement : l’automatisation démarre dès que le client choisit un service et valide le formulaire.
La carte Filtrer les données examine le type de service choisi et génère le contrat à partir du modèle correspondant :
- Consultation → modèle Consultation
- Conseil → modèle Services de conseil
- Contentieux → modèle Engagement contentieux
Le contrat généré est ensuite envoyé par e-mail au client.
3. Générer automatiquement plusieurs contrats selon les services sélectionnés
Contexte : le cabinet d’avocats permet désormais à ses clients de sélectionner plusieurs services juridiques simultanément (ex. : conseil, contentieux, consultation). Il faut donc générer un contrat pour chaque service sélectionné.
Problème : lorsque les clients ne pouvaient choisir qu’un seul service, il suffisait de filtrer les données et d’utiliser un modèle unique. Avec des choix multiples, le nombre de combinaisons possibles rend les flux complexes à configurer et à maintenir. Par ailleurs, l’ajout de nouveaux services nécessite de modifier les conditions existantes.
Solution : grâce à la carte de routage, chaque service est traité indépendamment. Le système détecte automatiquement tous les services sélectionnés et génère les contrats correspondants via des chemins distincts.
Fonctionnement :
- Le flux est déclenché à la soumission du formulaire par le client.
- La carte de routage vérifie les services sélectionnés.
- Le système génère tous les contrats correspondants (1, 2 ou 3 modèles selon le cas).
Tous les contrats générés sont envoyés par e-mail au client.
Gérer vos workflows devient plus simple avec le nouveau concepteur :
- Vous disposez d'une vision globale pour mieux comprendre et maîtriser chaque étape du flux.
- Vous pouvez insérer de nouvelles actions ou ajuster des conditions à tout moment, sans devoir reconstruire l’ensemble, ce qui rend l’évolution du workflow fluide et flexible.
Prêt à dynamiser vos workflows d’automatisation ?
Découvrez les fonctionnalités avancées de fusion de documents proposées par Zoho Writer.
N’hésitez pas à nous faire part de vos commentaires, et consultez notre guide complet pour une prise en main détaillée.
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