Automate bank account opening Template using Green Future Project Bot

Discover a no-code approach to build fully-automated bank account opening workflow with Green Future Project bot

• To begin building a new automated bank account opening workflow, navigate 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 anywhere in a document to make it easier for users to fill out.

  

• After you’ve uploaded or created bank account opening, the next step is assigning this document and its fields to recipients.

  

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

  

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

  

• The final stage of configuring an automated bank account opening workflow is setting up the no-code bots. To add a Green Future Project bot to the step, hover over the step you intend to automate and choose the Add bot to step option.

  

• At this stage, the list of available bots has limitations. Select All bots in the top left area to check out the complete list of the bots you can add to the step. Find the Green Future Project bot, click Install bot, and configure the bot configurations.

  

• Now that your automated bank account opening workflow is set up, you can:

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