The 80/20 Principle cover image

271: Automating Documents & Productizing Your Services (with Dorna Moini)

The 80/20 Principle

CHAPTER

The Power of Automation and Workflow Logic

The chapter discusses the power of automation and the importance of considering workflow logic when building automated documents. It explains how removing unnecessary questions and pages based on logic can reduce cognitive load for staff members or clients. The chapter also mentions the different layers of logic that can be applied within the document itself to determine when clauses appear, calculations are done, and how information is populated.

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