Simple Vs Advanced Automation

Simple Automation

Simple automation is ideal for straightforward document workflows. With minimal setup, you can:

• Merge data into a single template
  
• Perform one output action (e.g., email the document, send for signing, store in the cloud, or share as a fillable form)

Best for:

• One-off or repetitive tasks with a fixed structure
  
• Standardized documents like offer letters, certificates, or invoices
  
• Users looking for quick, no-code solutions
  

Advanced Automation

Advanced automation is designed for complex, dynamic workflows. It enables you to visually build automation flows with branching logic, variable handling, and multiple output options using an intuitive drag-and-drop interface.

With Advanced Automation, you can:

• Generate multiple documents and combine them into one
  
• Conditionally select templates to merge based on your data
  
• Route documents through different channels like email, e-signing, or storage—based on conditions
  
• Envelope Signing with Dynamically Generated Documents
• Automate post-processing actions, such as:
  
• Merging documents before distribution
  
• Creating and naming folders dynamically
  
• Applying custom naming conventions to generated files
  
• Storing documents in different locations based on conditions
  

Best for:

• Complex business scenarios requiring conditional logic
  
• Workflows with multiple templates, distribution paths, or custom naming/storage needs