Use Gmail Bot for Automating bank receipt Template

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

• To start developing a new automated bank receipt 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 insert fillable fields to customize it. Place fields anywhere in a document to make it easier for users to fill in.

  

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

  

• 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 final stage of configuring an automated bank receipt workflow is adding the no-code bots. To add a Gmail bot to the step, hover over the step you need to automate and choose 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 check out the full list of the bots you can add to the step. Alocate the Gmail bot, click Install bot, and configure the bot settings.

  

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

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