Automated workflow · Projects & cases
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.
TriggerSystem notification (new case created)
OutputNew case checklist
Core technologies
Process miningknowledge basememory
AdjustableCase types and workflows
Data sourcesGmail, Google Drive, Microsoft Teams
Example: Law firms
How ANIMA gets it done
Other workflows for the same role
Trigger: Schedule (every Monday)
Weekly project and case progress report
Pulls together progress, deadlines, and to-dos for each case and prepares the weekly report in your company’s format.
- ANIMAPulls together this week’s correspondence and documents for each case
- ANIMAOrganizes progress, deadlines, and to-dos
- ANIMAProduces the weekly report in your company’s format
- You confirmReport content
Output: Weekly case progress report · Uses: Gmail, Google Drive, Microsoft Teams
See workflow →Start with one automated workflow
Book a 30-minute call and pick the first automated workflow that fits your team.
LINE: @aniweave.aianima@aniweave.ai