Automate bank receipt Template using Notion Bot

Discover a no-code approach to create fully-automated bank receipt workflow with Notion bot

• To begin developing a new automated bank receipt workflow, navigate 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 personalize it. Place fields anywhere in a document to make it easier for individuals to fill in.

  

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

  

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

  

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

  

• The last stage of configuring an automated bank receipt workflow is adding the no-code bots. To add a Notion 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 area to check out the full list of the bots you can add to the step. Alocate the Notion bot, click Install bot, and configure the bot settings.

  

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

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