Use cases

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

Demo Base	Category
Invoices	Finance
Certificates	Operations
Delivery Notes	Operations
Offer Letters	HR
Purchase Orders	Finance
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 the demo Base above to see the sample data and the template settings.
2. Upload the template in Template Setup — 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 Template button, which builds a DOCX with every field in your table already placed as a placeholder.