Skip to content

Copilot for Email Placeholders

The Document Dispatch Copilot gives you the ability to create placeholders with AI support.
Simply tell the Copilot what you want to achieve with the placeholders – for example, sending a reminder or creating an invoice.
The Copilot automatically generates the appropriate placeholders for you.

How to Use This Copilot Feature

  1. Click the search icon in the upper right corner.
  2. Search for Document Dispatch - Dispatch Profiles and open the page.
  3. On the opened page, execute the action Output Types.

Here you can either execute the highlighted action Create Template and Placeholders or click Create in the Email Placeholders section.

Create Template and Placeholders

This action automatically creates an email template and placeholders.
This function is ideal for quickly setting up a Dispatch profile.

Follow these steps to create a template:

  1. Select the Dispatch profile for which the Copilot should generate placeholders and emails, and click Start.
  2. Now execute the action Output Type Setup.
  3. Click on Create Template and Placeholders.
  4. Enter a prompt, a language, and optionally a Dispatch profile. Examples can be found in the Copilot's Prompt Guide.
  5. Click Generate.
  6. Review the generated email and placeholders.

Create Placeholders

This action automatically creates a placeholder.
This function is ideal for quickly setting up a Dispatch profile.

Follow these steps to create placeholders:

  1. Select the Dispatch profile for which the Copilot should generate placeholders and emails, and click Start.
  2. Now execute the action Output Type Setup.
  3. Click on Email Placeholder and then click Create.
  4. Enter a prompt, a language, and optionally a Dispatch profile. Examples can be found in the Copilot's Prompt Guide.
  5. Click Generate.
  6. Review the generated email and placeholders.

See Also