> ## Documentation Index
> Fetch the complete documentation index at: https://helpdocs.gavel.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Workflows Crash Course

<Tabs>
  <Tab title="Five Minute Demo">
    ## About this lesson

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

    <iframe width="100%" height="400" src="https://www.youtube.com/embed/K2eBXH9rHQI" title="Gavel Workflows 5-Minute Demo" frameBorder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowFullScreen />
  </Tab>

  <Tab title="Builder Dashboard">
    ## Dashboard Overview

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

    <iframe width="100%" height="400" src="https://www.youtube.com/embed/Ec7ZMamqZWQ" title="Dashboard Overview" frameBorder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowFullScreen />

    ## Adding Logic to Questions and Pages

    Make your questionnaire dynamic by using question and page logic.

    <iframe width="100%" height="400" src="https://www.youtube.com/embed/jRYT_xYGujg" title="Adding Logic to Questions and Pages" frameBorder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowFullScreen />

    ## 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.

    <iframe width="100%" height="400" src="https://www.youtube.com/embed/_rvOJuRnkAo" title="Repeating Item Lists" frameBorder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowFullScreen />
  </Tab>

  <Tab title="Word Documents">
    ## Loading the Document Tagger Word add-in

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

    <iframe width="100%" height="400" src="https://www.youtube.com/embed/3n67EEzNsMU" title="Loading the Word add-in" frameBorder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowFullScreen />

    ## Setting up Word documents

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

    <iframe width="100%" height="400" src="https://www.youtube.com/embed/bxcdiTvTzME" title="Setting up Word Documents" frameBorder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowFullScreen />

    ## Repeating Item Deep Dive

    Learn how to tag your Word templates for Repeating Items

    <iframe width="100%" height="400" src="https://www.youtube.com/embed/_rvOJuRnkAo" title="Repeating Item Deep Dive" frameBorder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowFullScreen />
  </Tab>

  <Tab title="PDF Documents">
    ## 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.

    <iframe width="100%" height="400" src="https://www.youtube.com/embed/UHPr57SslwY" title="Tagging Fillable PDFs" frameBorder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowFullScreen />

    ## Tagging PDFs with PDF Tagger

    Directly Tag your fillable PDFs in the Gavel PDF Tagger.

    <iframe width="100%" height="400" src="https://www.youtube.com/embed/71KIuXrBVLw" title="Gavel PDF Tagger" frameBorder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowFullScreen />
  </Tab>

  <Tab title="Customization">
    ## Adding Logic to Generated Documents

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

    <iframe width="100%" height="400" src="https://www.youtube.com/embed/SI2bW4he9yA" title="Document Generation Logic" frameBorder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowFullScreen />

    ## Creating Client-Facing Workflows

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

    <iframe width="100%" height="400" src="https://www.youtube.com/embed/nN_rLpE_jUQ" title="Client Portals" frameBorder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowFullScreen />
  </Tab>

  <Tab title="Integrations and Data Manager">
    ## Connect Clio to your internal workflows

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

    <iframe width="100%" height="400" src="https://www.youtube.com/embed/obFGTfMVF9U" title="Connecting to Clio" frameBorder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowFullScreen />

    ## 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.

    <iframe width="100%" height="400" src="https://www.youtube.com/embed/Zo896VaCtgk" title="Gavel Data Manager" frameBorder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowFullScreen />

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

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

    <iframe width="100%" height="400" src="https://www.youtube.com/embed/AkhN0dCtrBg" title="Look-up Tables and CSVs" frameBorder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowFullScreen />
  </Tab>
</Tabs>