Automated workflow · Projects & cases

Regulation lookup and drafting

Looks up relevant regulations and how similar past cases were handled, and prepares a first draft from your company’s template.

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TriggerTask assignment
OutputDocument draft
Core technologies
Indexmemoryknowledge base
AdjustableDocument template
Data sourcesMicrosoft 365, Synology NAS

Example: Law firms

How ANIMA gets it done

Data sources used

Data connectionsUse Microsoft 365 with ANIMAView →Data connectionsUse Synology NAS 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

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