Use SMSFactor Bot for Automating bank letter Template

Explore a no-code way to build fully-automated bank letter workflow with SMSFactor bot

• To start creating a new automated bank letter workflow, navigate to the dashboard and click Start. Choose Design workflow and upload your document or create it from scratch.

  

• After a document is uploaded or imported, you can add fillable fields to customize it. Place fields where you need it in a document to make it easier for individuals to complete.

  

• After you’ve uploaded or created bank letter, the next stage is assigning this document and its particular fields to recipients.

  

• Next, proceed 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 letter workflow is adding the no-code bots. To add a SMSFactor 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. Choose All bots in the top left area to check out the full list of the bots you can add to the step. Alocate the SMSFactor bot, click Install bot, and configure the bot settings.

  

• Now that your automated bank letter workflow is configured, you can:

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