Use Minsh Bot for Automating bank deposit slip Template

Discover a no-code way to create fully-automated bank deposit slip workflow with Minsh bot

• To start setting up a new automated bank deposit slip workflow, go to the dashboard and click Start. Select Design workflow and add your document or create it from scratch.

  

• Once 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 complete.

  

• After you’ve uploaded or created bank deposit slip, 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 bank deposit slip workflow is adding the no-code bots. To add a Minsh 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 is limited. Select All bots in the top left corner to find the complete list of the bots you can add to the step. Find the Minsh bot, click Install bot, and configure the bot configurations.

  

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

  • check how it works by choosing Test
  • choose Finish later if you plan to go back to the workflow setup
  • click Publish to send out your workflow