Template to Letter

Bot generates documents based on an input template file (Word document). It generates letters based on the placeholders present in the template file

Top Benefits

  • Improve sales team productivity by up to 30%
  • Can generate letters/documents within seconds
  • Can modify the code according to your need with ease

Tasks

  • Keep Template word file in Template folder.
  • Keep Keys.txt with appropriate place holders which are present in Template word file.
  • Keep input file in Input folder and get the data in appropriate way.
  • Provide output document name and run the bot.

The purpose of this bot is to generate letters/documents based on the input template file (Word document). It generates the letters based on the placeholders present in the template file. It replaces placeholders with actual values from the input data source (can be Excel, Text etc.) and generates an output PDF file.

Access Now

Free

Bot Security Program
Level 1
Applications
Business Process
Category
Downloads
49
Vendor
Automation Type
Bot
Last Updated
August 22, 2023
First Published
April 26, 2023
Platform
Automation 360
ReadMe
ReadMe
Support

See the Bot in Action

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Setup Process

Install

Download the Bot and follow the instructions to install it in your AAE Control Room.

Configure

Open the Bot to configure your username and other settings the Bot will need (see the Installation Guide or ReadMe for details.)

Run

That's it - now the Bot is ready to get going!

Requirements and Inputs

  • MS Word
  • Input template path
  • Place holders joined by ;
  • Values joined by ;
  • PDF file path