Examination & Review WorkflowPurpose
1.2. Enable automated population of applicant details, patent application metadata, examiner notes, and statutory reference checks within the initial report.
1.3. Reduce manual workload by automatedly validating required fields, formatting, and referencing according to patent office regulations.
1.4. Streamline automatable documentation for subsequent workflow actions, such as applicant notifications, supervisor reviews, and inter-departmental communications.
Trigger Conditions
2.2. Examiner assigns status "ready for initial examination report."
2.3. New document ID or record created in the document management system (DMS).
2.4. Manual or scheduled trigger for daily/weekly automated report generation.
Platform Variants
• Feature/Setting: Automated Flow—triggered by SharePoint list item creation; configure template population in Word file via Office Scripts.
3.2. Zapier
• Feature/Setting: Zap—trigger on new application in Airtable, use Google Docs Template action to populate examination data.
3.3. Make (Integromat)
• Feature/Setting: Scheduled scenario—trigger from file added in Google Drive; auto-fill template with parsed application info.
3.4. UiPath
• Feature/Setting: Document Understanding—extract data from patent system, automate Word report population via Word Activities.
3.5. Blue Prism
• Feature/Setting: Process Studio—monitor case queues and automatedly populate and store reports using MS Office VBO.
3.6. Kofax RPA
• Feature/Setting: Automated Bot—trigger on database entries, generate template reports with native DOCX module.
3.7. Workato
• Feature/Setting: Recipe—auto-trigger on Salesforce case, fill Word Online template with Record Details.
3.8. Google Apps Script
• Feature/Setting: Time-driven trigger or onFormSubmit, populate templated Google Docs for new submissions.
3.9. ServiceNow Flow Designer
• Feature/Setting: Flow—Detect new patent record, configure automated document generation via integration hub.
3.10. AWS Lambda
• Feature/Setting: Event-driven function on S3 file upload, use Python-docx to automate report document rendering.
3.11. Google Cloud Functions
• Feature/Setting: Trigger on Firestore write, automate template population using their Document AI.
3.12. DocuSign CLM
• Feature/Setting: Custom Workflow—populate templates and trigger review/approval automation.
3.13. Docmosis
• Feature/Setting: API—call /render endpoint for automating merging case data into doc templates.
3.14. Conga Composer
• Feature/Setting: Automated template (DocGen API)—fill in Salesforce-linked patent fields to generate reports.
3.15. PandaDoc
• Feature/Setting: Document Automation API—trigger template fill from CRM webhook.
3.16. Formstack Documents
• Feature/Setting: Document Generation—automate template population with form input trigger.
3.17. Nintex Workflow
• Feature/Setting: Condition-based workflow—auto-generate DOCX report on SharePoint metadata changes.
3.18. Smartsheet Data Shuttle
• Feature/Setting: Automated workflow—new row triggers merge with Word template via integration.
3.19. IBM Robotic Process Automation
• Feature/Setting: Bot triggers—extract and inject patent data into template-based reports.
3.20. Oracle Integration Cloud
• Feature/Setting: Automated flow—trigger from ERP record, pass data to integrated document service for templating.
3.21. Alfresco Process Services
• Feature/Setting: Process diagram—automated task to create templated document at specific stage.
3.22. Adobe PDF Services API
• Feature/Setting: API—automate conversion of filled JSON template to PDF for report archiving.
Benefits
4.2. Ensures compliance by automating use of pre-approved templates and automating statutory citations.
4.3. Eliminates manual report errors, reduces rework, and accelerates applicant communication via automation.
4.4. Enables auditable, time-stamped, auto-generated documentation, increasing workflow transparency and reliability.