This article assumes you have the relevant permissions to create/edit automations in Sysero.

If word document does not already exist, please see below to add document.

How do I submit Word, Excel or PowerPoint file to Sysero using Version 2 of Office Addin

Once the document is in Word, then open the document and in the Task Pane you should see:

Then either "Create New" or select the existing applications/data room you want to add the document to for automation.