Auto fill application to carriers on new client form submission

Summary
Client
AGuardAGuard
Assigned To
Status
Completed
Start & Finish Date
Needs Review

Project Outline

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Project Planning Tasklist
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Problems & Goals

What are the problems we hope to solve with this project?

  • A lot of time is spent filling each document manually by AGuard rep
  • There is a chance of filling wrong information when docs are edited manually
  • Delay in sending documents to insurer carrier if no Aguard rep is available to fill the docs
  • Clients might leave if any of the above issues occur

What are the Goals to create in order to solve the problems?

  • Automating the process of document generation that works 24/7 and is not dependent on availability of AGuard reps
  • Automatically filling the forms to avoid spelling mistakes by manual entries

Goals & Deliverables

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Goal #1

Goal Title

Goal Planning Tasklist

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Confirm Goal & Deliverables with client, get any questions answered
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Deliverables

  • Choosing a PDF template based on a fieldā€™s value in the submission
  • Generating a PDF by filling out the template with the information provided
  • Getting the docā€™s permanent URL of the PDF after it is generated
  • Sending the docā€™s permanent URL along with rest of the form data in the mail sent by Google Sheet AppScript

Tasklist - Research / Outline / Client Question

  • Request AGuard team to provide the empty version of the two PDF document
  • Go through the PDF templates shared by AGuard team and create a HTML version from it to be automatically updated on submissions
  • Look into how and where to permanently save the generated document

Tasklist - Final

  • Create HTML templates from both attached PDF with editable text area
  • Create Google AppScript that fills HTML template with the data submitted in form
  • Create Google AppScript to generate PDF with compiled data
  • Email the generated PDF to Aguard and Insurance carriers
  • Update Google sheetā€™s Last Completed Action column after sending email