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Webinar: Using Templates and Actions to Generate Documents

This guide covers the key features and workflows demonstrated in the Andri Webinar: Actions & Templates. Learn how to generate legal documents (Word, Excel, PowerPoint) using your firm's house style, create reusable templates, and automate complex workflows with Actions.

This webinar is in Dutch only at this time.

Before you begin: Set up your firm house style in your office profile. See How to set up your firm house style.

Generate basic documents

Create documents directly from the case chat using natural language prompts:

  1. In your case chat, describe what you need: "Create a Word document summarizing this case" or "Make an Excel spreadsheet listing all evidence"

  2. Andri processes the request as a background task

  3. Monitor progress via the bell icon or menu → Tasks

  4. Download when complete (typically 5-10 minutes)

Include specific instructions like "use track changes" or "add comments on legal risks" to customize output.

Use templates

Templates apply your firm's formatting and structure to AI-generated content.

Upload templates to your office knowledge base

  1. Go to your office knowledge base

  2. Upload Word templates, letterhead, or example documents

  3. Templates become available across all cases

Upload complete example documents, not just blank templates. The AI learns from filled examples and adapts them dynamically.

Generate documents from templates

  1. In the case chat, type @ and press the right arrow to switch to your office knowledge base

  2. Search and select your template (e.g., @template briefpapier)

  3. Add instructions: "Fill my template briefpapier, use track changes, add comments from my name"

  4. Download the completed document from Tasks

The AI fills templates intelligently — adding clauses, renumbering sections, and translating content as needed. It doesn't just fill placeholders.

Create Actions for complex workflows

Actions automate multi-step processes like production lists, intake checklists, or calculations. They're reusable workflows that run with a single command.

Create an Action

  1. Dashboard → Actions → Create

  2. Choose personal or office-wide sharing

  3. Describe the workflow in natural language:

    • What steps to perform

    • What output format (Word, Excel, etc.)

    • Any templates, tags, or data sources to use

  4. Reference templates or tags using @

  5. Save the Action

Example Action: "Create a production list with an index and a coversheet for each file. Add page numbers. Output as Word document."

Run an Action

  1. In the case chat, type @ and select your Action

  2. The workflow runs automatically in the background

  3. Download results from Tasks

Use Actions for repeatable workflows like alimentation calculations, due diligence checklists, or document sets with specific formatting requirements.

Work with drafts

The Drafts (Concepts) feature provides a Word-like editor for refining AI-generated content before finalizing documents.

Create and edit drafts

  1. Menu → Concepts

  2. Edit existing AI responses or create new drafts ("Draft a settlement letter")

  3. Select text to make context-aware AI edits

  4. Export → Apply template to format with your house style

The draft editor currently supports Word documents only (DOCX format).

Best practices

  • Use @mentions in large cases: When working with extensive dossiers, reference specific documents with @ to avoid hallucinated citations

  • Set up memories: Program preferences like "No bullet points" or "Always use quick mode" in your case, user, or office memories

  • Use track changes for safety: Request track changes and comments in generation prompts so you can review AI edits

  • Zip folder structures: When uploading multiple files, zip folders to preserve organization (folder structure support coming soon)

  • Give feedback: Use thumbs up/down on responses to improve results

Uploading files to your knowledge base

Andri supports multiple upload methods:

  • Drag and drop: PDFs, Word, Excel, audio files, photos, and zip archives (up to 500MB)

  • Email: Forward documents to your case-specific email address

  • Cloud storage: Connect SharePoint or Google Drive via the Connect button

Files are automatically analyzed, summarized, and tagged. Audio files are transcribed, images are described, and OCR extracts text from scans.

For company-wide resources like legal literature or standard templates, upload to your office knowledge base instead. See Filling the Company Knowledge Base.

  • Quick vs. deep modes: Use quick mode for fact-checking ("Just facts, no analysis") and deep mode for complex analysis

  • Latest judgments: Filter daily jurisprudence updates by court, judge, or keywords

  • Web search: Andri can retrieve current data like CPI indices when generating documents

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