Use Drip Bot for Automating packing list Template

Discover a no-code approach to create fully-automated packing list workflow with Drip bot

• To begin developing a new automated packing list workflow, go to the dashboard and click Start. Select Design workflow and upload your document or create it from scratch.

  

• After a document is uploaded or imported, you can insert fillable fields to modify it. Place fields anywhere in a document to make it easier for individuals to fill out.

  

• After you’ve uploaded or created packing list, the next step is assigning this document along with its fields to individuals.

  

• Next, navigate to the Assign fields dropdown to indicate which document fields are meant for which users.

  

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

  

• The final stage of configuring an automated packing list workflow is adding the no-code bots. To add a Drip bot to the step, hover over the step you want 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 view the complete list of the bots you can add to the step. Find the Drip bot, click Install bot, and configure the bot settings.

  

• Now that your automated packing list workflow is set up, you can:

  • check how it works by choosing Test
  • select Finish later if you plan to return to the workflow setup
  • click Publish to email your workflow