Use cases

AutomaDoc ships a set of use cases, each with a demo Base of sample data and a ready-made template you can copy and adapt.

Use case	Category
Invoices	Finance
Certificates	HR
Delivery Notes	Operations
Offer Letters	HR
Purchase Orders	Operations
Sales Proposals	Sales
Meeting Minutes	Operations
Inventory Reports	Operations
Project Reports	Operations
Client Visits	Sales
Expense Reports	Finance

You can also browse and try these from the Use Cases page in the Company Portal, which creates a copy of the Base in your own workspace and opens AutomaDoc on it.

Using a demo template

1. Open a use case above, then Try in Lark Base to create a copy of the demo Base in your own workspace — or Download Free Template to get just the DOCX.
2. Upload the template on the Template tab — see Getting started.
3. Rename the placeholders to match your own field names. The Variables page lists the exact syntax for every field in your table.
4. Generate — see Generating documents.

Tip

If your field names differ from the demo’s, the fastest path is the Auto Generate button, which builds a DOCX with every field in your table already placed as a placeholder.