Automate bank receipt Template using Google Groups Bot

Explore a no-code way to build fully-automated bank receipt workflow with Google Groups bot

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

  

• After a document is uploaded or imported, you can insert fillable fields to modify it. Place fields where you need it in a document to make it easier for recipients to fill out.

  

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

  

• Next, proceed to the Assign fields dropdown to specify which document fields are created 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 Google Groups bot to the step, hover over the step you need 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 corner to see the full list of the bots you can add to the step. Alocate the Google Groups bot, click Install bot, and configure the bot configurations.

  

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

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