Andri
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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 letterhead, create reusable templates, and automate complex workflows with Actions.

The webinar is in Dutch only. Some navigation has changed since it was filmed; the written steps below reflect the current interface.

Before you begin: Upload your letterhead template to your company knowledge base. See Adding your firm letterhead.

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 job

  3. Follow its progress on the Jobs page in the case sidebar

  4. Download the file when the job finishes

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 move between case documents, company documents, document tags, actions, and assignments. The left arrow moves back.

  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 Jobs

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 Jobs

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

Work with drafts

Drafts ("Concepten" in the Dutch interface) is a Word-like editor for refining AI-generated content before finalizing documents.

Create and edit drafts

  1. Open Drafts in the case sidebar

  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 letterhead

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: A ZIP archive works well for large batches and can hold up to 1,000 files and 2 GB once extracted. You can also drag a folder straight into the upload area, and Andri rebuilds the folder tree in the case, up to eight levels deep

  • 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. Most files can be up to 200 MB, PDFs up to 2 GB, and audio, video and ZIP files up to 1 GB

  • Email: On paid plans, forward documents to your case-specific email address

  • Cloud storage: Connect SharePoint, OneDrive 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.

  • Fast, In-Depth and Plan modes: Fast Mode answers from the case context already loaded and does not search, so use it for quick rewrites and short questions. In-Depth Mode searches your files and legal sources for complex analysis, and Plan Mode agrees a plan with you before it runs

  • 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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