Use Alert Communications Bot for Automating bank receipt Template

Explore a no-code way to develop fully-automated bank receipt workflow with Alert Communications bot

• To begin building a new automated bank receipt workflow, check out the dashboard and click Start. Choose 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 where you need it in a document to make it easier for users to complete.

  

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

  

• The final stage of configuring an automated bank receipt workflow is adding the no-code bots. To add a Alert Communications bot to the step, hover over the step you intend to automate and choose 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 view the full list of the bots you can add to the step. Find the Alert Communications 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
  • choose Finish later if you intend to return to the workflow setup
  • click Publish to email your workflow