Automated workflow · Projects & cases

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.

Book a call →Back to the workflow library
TriggerSchedule (every Monday)
OutputWeekly case progress report
Core technologies
Indexmemory
AdjustableReport format, cases covered
Data sourcesGmail, Google Drive, Microsoft Teams

Example: Law firms

How ANIMA gets it done

Data sources used

Data connectionsUse Gmail with ANIMAView →Data connectionsUse Google Drive 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 →

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
Book a free 30-minute call →