Automate accounts receivable Template using DG1 Bot

Discover a no-code approach to develop fully-automated accounts receivable workflow with DG1 bot

• To start building a new automated accounts receivable workflow, go to the dashboard and click Start. Select Design workflow and add your document or create it from scratch.

  

• After a document is uploaded or imported, you can add fillable fields to modify it. Place fields where you need it in a document to make it easier for recipients to fill out.

  

• After you’ve added or created accounts receivable, the next stage is assigning this document along with its fields to recipients.

  

• Next, navigate to the Assign fields dropdown to indicate which document fields are intended for which recipients.

  

• Once done, click Continue at the bottom of the screen.

  

• The last stage of configuring an automated accounts receivable workflow is setting up the no-code bots. To add a DG1 bot to the step, hover over the step you need to automate and select the Add bot to step option.

  

• At this stage, the list of offered bots has limitations. Select All bots in the top left corner to check out the full list of the bots you can add to the step. Alocate the DG1 bot, click Install bot, and configure the bot settings.

  

• Now that your automated accounts receivable workflow is configured, you can:

  • check how it operates by choosing Test
  • click Finish later if you plan to go back to the workflow setup
  • click Publish to email your workflow