Automated workflow · Projects & cases

Deadline and commitment tracking

Combines deadlines from email, calendars, and case records, and reminds the owner before they are due, with preparation progress attached.

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TriggerSchedule (every morning)
OutputDeadlines and commitments list
Core technologies
Memoryindex
AdjustableReminder lead time (days)
Data sourcesGmail, Google Calendar, Microsoft Teams

Example: Law firms

How ANIMA gets it done

Data sources used

Data connectionsUse Gmail with ANIMAView →Data connectionsUse Google Calendar with ANIMAView →Data connectionsUse Microsoft Teams with ANIMAView →

Other workflows for the same role

Trigger: System notification (new case created)

Checklist for a new case

Sets out the documents, deadlines, and owners a new case needs, based on how similar cases were handled and the applicable rules.

  1. ANIMAIdentifies the case type
  2. ANIMAApplies the workflow used for similar cases
  3. ANIMALists the required documents, deadlines, and owners, with the client’s past correspondence
  4. You confirmChecklist and assignments

Output: New case checklist · Uses: Gmail, Google Drive, Microsoft Teams

See workflow →

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