--- title: "Capsule 7: Process Automation" description: "**Objective:** Set up automatic workflows to improve efficiency. --- **Español** [https://legale.io/wp-content/uploads/2025/04/C7-Espanol.mp4](https://legale.io/wp-content/uploads/2025/04/C7-Espanol.mp4)   --- **English** [https://legale.io/wp-content/uploads/2025/04/C7-English.mp4](https://legale.io/wp-content/uploads/2025/04/C7-English.mp4)   --- **Português** [https://legale.io/wp-content/uploads/2025/04/C7-Portuguese.mp4](https://legale.io/wp-content/uploads/2025/04/C7-Portuguese.mp4)   --- **Steps:** ### **1. Associate a Smart Document** Select the smart document that will be used as the base for…" url: "https://legale.io/docs/capsule-7-process-automation/" updated: "2025-05-13" category: Manage Legale.io in 10 Capsules --- # Capsule 7: Process Automation **Objective:** Set up automatic workflows to improve efficiency. --- **Español** [https://legale.io/wp-content/uploads/2025/04/C7-Espanol.mp4](https://legale.io/wp-content/uploads/2025/04/C7-Espanol.mp4)   --- **English** [https://legale.io/wp-content/uploads/2025/04/C7-English.mp4](https://legale.io/wp-content/uploads/2025/04/C7-English.mp4)   --- **Português** [https://legale.io/wp-content/uploads/2025/04/C7-Portuguese.mp4](https://legale.io/wp-content/uploads/2025/04/C7-Portuguese.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://legale.io/wp-content/uploads/2025/04/Smart-Document.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://legale.io/wp-content/uploads/2025/04/Principal-4-1024x484.png) --- ### **3. Create the CSV with recipients** Upload a CSV file that contains the signers data and other variable fields. ![](https://legale.io/wp-content/uploads/2025/04/CSV.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://legale.io/wp-content/uploads/2025/04/Carga.png) --- ### **5. Confirm the document status** In the main view, you can confirm the file has been successfully uploaded. ![](https://legale.io/wp-content/uploads/2025/04/Creado-1-1024x513.png) --- ### **6. Configure actions** Click on the created automation to unlock the **Configuration** option. ![](https://legale.io/wp-content/uploads/2025/04/Configurar-1024x513.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://legale.io/wp-content/uploads/2025/04/Asociado-1024x523.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://legale.io/wp-content/uploads/2025/04/Carpeta-1024x521.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://legale.io/wp-content/uploads/2025/04/Documento-1024x524.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://legale.io/wp-content/uploads/2025/04/Posicion-Firma-1024x519.png) --- ### **11. Set the signature position** In the document body, manually position the signature field and click **Confirm** once you are sure. ![](https://legale.io/wp-content/uploads/2025/04/Firma-Posicionada-1024x714.png) --- ### **12. Confirm all configurations** Click **Save** once the entire workflow configuration is complete. ![](https://legale.io/wp-content/uploads/2025/04/Listo1-1024x543.png) --- ### **13. Launch the workflow** Click the automation again to unlock the **Launch Workflow** action. ![](https://legale.io/wp-content/uploads/2025/04/Launchear-1024x512.png) --- ### **14. Review data** Review the CSV content one final time and click **Send** to initiate the workflow. ![](https://legale.io/wp-content/uploads/2025/04/Envio-Masivo-1024x521.png) --- ### **15. Verify sending** A **Succeeded** message confirms that the workflow has been successfully sent to recipients. ![](https://legale.io/wp-content/uploads/2025/04/Envio-Masivo-Enviado-1024x521.png) --- ### **16. Receive the email** Recipients receive the email with the body message defined in step 9. ![](https://legale.io/wp-content/uploads/2025/04/Correo-1.png) ---   ### **17. Automation in action** The automation immediately fills in the recipient’s data—only the signature needs to be added. ![](https://legale.io/wp-content/uploads/2025/04/Llenado-1024x762.png) --- ### **18. Final document status** The signer receives a copy of the automatically completed and signed document. ![](https://legale.io/wp-content/uploads/2025/04/Firmado-1.png) --- ### **19. Dynamic folders** Once the workflow is launched, a dynamic folder and file are created for each recipient as configured. ![](https://legale.io/wp-content/uploads/2025/04/Confirmado-1024x513.png)