A repository to store knowledge/skill shares for Greater Boston Legal Services' document automation working groups, including tutorials
git clone https://github.com/GBLS/docassemble-workinggroup.gitdocassemble-workinggroup is a curated collection of tutorials and knowledge shares designed for legal professionals learning document automation with Docassemble. The repository covers foundational topics including basic logic, external data integration, working with groups and collections, and specialized income calculations. It provides presentations, cheatsheets, example YML files, and video recordings to help users build automated legal interview workflows. Organizations automating document generation and intake processes benefit from these step-by-step guides and practical examples.
Access the GitHub repository and browse the Skillshares folder for tutorials organized by topic. Review the cheatsheet for basic Docassemble concepts, then progress through tutorials from Hello World through the Income Class module. Each skillshare includes presentations, example YML files, and some include video recordings for reference.
Building automated legal intake interviews with conditional logic
Integrating external data sources and APIs into Docassemble documents
Gathering and managing repeated data like household member information
Calculating income and financial data in legal documents
No install command available. Check the GitHub repository for manual installation instructions.
git clone https://github.com/GBLS/docassemble-workinggroupCopy the install command above and run it in your terminal.
Launch Claude Code, Cursor, or your preferred AI coding agent.
Use the prompt template or examples below to test the skill.
Adapt the skill to your specific use case and workflow.
Create a step-by-step tutorial for [COMPANY] in the [INDUSTRY] sector on how to use docassemble for document automation. Include screenshots and code snippets where relevant. Focus on [SPECIFIC DOCUMENT TYPE] automation.
# Tutorial: Automating Lease Agreements with docassemble ## Introduction This tutorial will guide you through automating lease agreements using docassemble. By the end, you'll be able to generate customized lease agreements efficiently. ## Prerequisites - Basic knowledge of Python - Access to docassemble ## Step 1: Setting Up Your Environment 1. Install docassemble on your local machine or server. 2. Ensure you have Python 3.6 or later installed. ## Step 2: Creating a New Project 1. Open your terminal and navigate to your docassemble directory. 2. Run the command: `docassemble create project lease_agreement` 3. Navigate to the new project directory: `cd lease_agreement` ## Step 3: Defining Variables 1. Open the `docassemble.lease_agreement:data/questions.yml` file. 2. Define the variables you need for your lease agreement, such as tenant name, property address, and lease terms. ## Step 4: Designing the Interview 1. Use the YAML syntax to create an interactive interview that collects the necessary information from the user. 2. Example: ```yaml question: What is the tenant's name? field: tenant_name ``` ## Step 5: Generating the Document 1. Create a template for your lease agreement using the docassemble template language. 2. Use the variables defined in the interview to populate the template. ## Step 6: Testing and Debugging 1. Run the interview to test the automation process. 2. Debug any issues that arise. ## Conclusion You now have a basic lease agreement automation setup. You can expand this tutorial by adding more complex logic and additional document types.
Automate your browser workflows effortlessly
Get more done every day with Microsoft Teams – powered by AI
Automate security compliance and monitor real-time security posture seamlessly.
Automate your spreadsheet tasks with AI power
Agentic AI Workflow platform
Connected workspace for docs, wikis, and projects
Take a free 3-minute scan and get personalized AI skill recommendations.
Take free scan