Use Maintenance Care Bot for Automating bank deposit slip Template

Discover a no-code approach to develop fully-automated bank deposit slip workflow with Maintenance Care bot

• To start creating a new automated bank deposit slip 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 personalize it. Place fields anywhere in a document to make it easier for individuals to complete.

  

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

  

• Next, go to the Assign fields dropdown to indicate which document fields are meant for which recipients.

  

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

  

• The last stage of configuring an automated bank deposit slip workflow is adding the no-code bots. To add a Maintenance Care 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 area to see the complete list of the bots you can add to the step. Alocate the Maintenance Care bot, click Install bot, and configure the bot settings.

  

• Now that your automated bank deposit slip workflow is set up, you can:

  • check how it works by selecting Test
  • click Finish later if you intend to go back to the workflow setup
  • click Publish to email your workflow