--- title: "Capsule 7: Process Automation" description: "**Objective:** Set up automatic workflows to improve efficiency. --- **Español** [https://despapeliza.io/wp-content/uploads/2026/10/bdmig-e5f109d3a70f5c08621f.mp4](https://despapeliza.io/wp-content/uploads/2026/10/bdmig-e5f109d3a70f5c08621f.mp4)   --- **English** [https://despapeliza.io/wp-content/uploads/2026/10/bdmig-0fbd9d4ca584483b6bda.mp4](https://despapeliza.io/wp-content/uploads/2026/10/bdmig-0fbd9d4ca584483b6bda.mp4)   --- **Português** [https://despapeliza.io/wp-content/uploads/2026/10/bdmig-ee831c67bd27680a8d80.mp4](https://despapeliza.io/wp-content/uploads/2026/10/bdmig-ee831c67bd27680a8d80.mp4)   --- **Steps:** ### **1. Associate a Smart Document** Select the smart document that will be used as the base for…" url: "https://despapeliza.io/docs/capsule-7-process-automation/" updated: "2026-10-28" category: Manage Legale.io in 10 Capsules --- # Capsule 7: Process Automation **Objective:** Set up automatic workflows to improve efficiency. --- **Español** [https://despapeliza.io/wp-content/uploads/2026/10/bdmig-e5f109d3a70f5c08621f.mp4](https://despapeliza.io/wp-content/uploads/2026/10/bdmig-e5f109d3a70f5c08621f.mp4)   --- **English** [https://despapeliza.io/wp-content/uploads/2026/10/bdmig-0fbd9d4ca584483b6bda.mp4](https://despapeliza.io/wp-content/uploads/2026/10/bdmig-0fbd9d4ca584483b6bda.mp4)   --- **Português** [https://despapeliza.io/wp-content/uploads/2026/10/bdmig-ee831c67bd27680a8d80.mp4](https://despapeliza.io/wp-content/uploads/2026/10/bdmig-ee831c67bd27680a8d80.mp4)   --- **Steps:** ### **1. Associate a Smart Document** Select the smart document that will be used as the base for the automation flow. In this example, it contains 4 fields and a signature area. ![](https://despapeliza.io/wp-content/uploads/2026/10/bdmig-62a20c434f8508c8b0db.png) --- ### **2. Access the Automation module** From the left-hand menu, select the **Automation** option to begin configuration. Then press the **Import CSV** button to select your file. ![](https://despapeliza.io/wp-content/uploads/2026/10/bdmig-6b313bd0f5db1d1de02d.png) --- ### **3. Create the CSV with recipients** Upload a CSV file that contains the signers data and other variable fields. ![](https://despapeliza.io/wp-content/uploads/2026/10/bdmig-f8bf0f613c673cf9c4ca.png) --- ### **4. Select the document** Make sure to name the file properly, then press **Select CSV**, choose the document, and click **Submit** to confirm. ![](https://despapeliza.io/wp-content/uploads/2026/10/bdmig-d7eb5919e458c8fc278e.png) --- ### **5. Confirm the document status** In the main view, you can confirm the file has been successfully uploaded. ![](https://despapeliza.io/wp-content/uploads/2026/10/bdmig-de3fadadf56f7cf6c5db.png) --- ### **6. Configure actions** Click on the created automation to unlock the **Configuration** option. ![](https://despapeliza.io/wp-content/uploads/2026/10/bdmig-52121e450733b91776c0.png) --- ### **7. Select the Smart Document** Manually associate the smart document shown in step 1. Then, map the CSV columns to the corresponding fields in the document. In this case: name, ID, and age. ![](https://despapeliza.io/wp-content/uploads/2026/10/bdmig-75951f66f04a8f9c5ce9.png) --- ### **8. Configure the folder structure** Choose where the signed files will be stored and under which user. Select a dynamic folder so each recipient gets their own folder with the signed file. Name the folder using associated fields. ![](https://despapeliza.io/wp-content/uploads/2026/10/bdmig-28f4f70a136d11ae246e.png) --- ### **9. Configure the document structure** Optionally, set an expiration period for the sent document. You must assign a name and suffixes using associated fields, and define the message that will appear in the email body sent to signers. ![](https://despapeliza.io/wp-content/uploads/2026/10/bdmig-a11957d8b287b32d1677.png) --- ### **10. Configure the workflow** Set the sending order (priority or simultaneous). Choose the type of signature, associate the recipient emails, and define the manual signature position by clicking **Determine coordinates**. ![](https://despapeliza.io/wp-content/uploads/2026/10/bdmig-31a0c819b50eb5056b82.png) --- ### **11. Set the signature position** In the document body, manually position the signature field and click **Confirm** once you are sure. ![](https://despapeliza.io/wp-content/uploads/2026/10/bdmig-7c0e590cc2c3b0103969.png) --- ### **12. Confirm all configurations** Click **Save** once the entire workflow configuration is complete. ![](https://despapeliza.io/wp-content/uploads/2026/10/bdmig-2617e7f8bc902ab1a2cf.png) --- ### **13. Launch the workflow** Click the automation again to unlock the **Launch Workflow** action. ![](https://despapeliza.io/wp-content/uploads/2026/10/bdmig-e7ae01e951df8ef6a935.png) --- ### **14. Review data** Review the CSV content one final time and click **Send** to initiate the workflow. ![](https://despapeliza.io/wp-content/uploads/2026/10/bdmig-624b2b4c1b9df6518532.png) --- ### **15. Verify sending** A **Succeeded** message confirms that the workflow has been successfully sent to recipients. ![](https://despapeliza.io/wp-content/uploads/2026/10/bdmig-2f4a6abbc1db250e9997.png) --- ### **16. Receive the email** Recipients receive the email with the body message defined in step 9. ![](https://despapeliza.io/wp-content/uploads/2026/10/bdmig-2c0f174fe4ab66dc2196.png) ---   ### **17. Automation in action** The automation immediately fills in the recipient’s data—only the signature needs to be added. ![](https://despapeliza.io/wp-content/uploads/2026/10/bdmig-53054e54c33e0f86bff9.png) --- ### **18. Final document status** The signer receives a copy of the automatically completed and signed document. ![](https://despapeliza.io/wp-content/uploads/2026/10/bdmig-f65799619a268412e16e.png) --- ### **19. Dynamic folders** Once the workflow is launched, a dynamic folder and file are created for each recipient as configured. ![](https://despapeliza.io/wp-content/uploads/2026/10/bdmig-0ce37314f54d23190c32.png)