## About this lesson

This video gives a quick overview of Gavel workflows and document automation.

**Gavel Workflows Demo Video** - YouTube

## Dashboard Overview

Get a better understanding on how to navigate the Gavel Workflows Dashboard.

**Dashboard Overview** - YouTube

## Adding Logic to Questions and Pages

Make your questionnaire dynamic by using question and page logic.

**Adding Logic to Gavel Workflows** - YouTube

## Repeating Item Lists

Collect sets of data in Repeating Items, where you need information on items and do not know how many of those items may be needed.

**Gavel Tutorial: Repeating Items** - YouTube

## Loading the Document Tagger Word add-in

Connect your questionnaire to your Word templates in order to tag the template with your new variables.

**Getting the Word Add-in From the Microsoft Store** - YouTube

## Setting up Word documents

Make your templates dynamic by using conditional logic with the Document Tagger.

**How to use the Gavel Word Add in** - YouTube

## Repeating Item Deep Dive

Learn how to tag your Word templates for Repeating Items.

**Gavel Tutorial: Repeating Items** - YouTube

## Tagging fillable PDFs with Blueprint the AI Workflow Generator

By using Gavel Blueprint, you can quickly scan and tag your fillable PDFs into quick and easy Workflows.

**Draft a Workflow from PDF** - YouTube

## Tagging PDFs with PDF Tagger

Directly Tag your fillable PDFs in the Gavel PDF Tagger.

**Automating PDFs with Gavel PDF Tagger** - YouTube

## Adding Logic to Generated Documents

Use Document Logic to decide which documents will be generated based on answers provided in the questionnaire.

**Output Document Logic - Which Documents Are Generated** - YouTube

## Creating Client-Facing Workflows

Create Questionnaires that will be dynamic and easy to use for your clients.

**Gavel Client Portal** - YouTube

## Connect Clio to your internal workflows

Connect your Clio Matter and Clio Contact Cards to Gavel to minimize repetitive data inputs.

**Connecting Clio to Gavel Part 1** - YouTube

## Using Data Manager

Use the internal Gavel Data Manager to review and edit your client sessions, and even reuse the data from workflow to workflow.

**Intro to Data Manager** - YouTube

## Look-Up Tables, CSVs, and Spreadsheets.

Use the CSV question type to pull data sets from your spreadsheets.

**CSV Data Source Questions** - YouTube