Automate car loan application Template using Maintenance Care Bot

Discover a no-code approach to develop fully-automated car loan application workflow with Maintenance Care bot

• To begin creating a new automated car loan application workflow, check out the dashboard and click Start. Select 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 car loan application, the next stage is assigning this document along with its fields to recipients.

  

• Next, navigate to the Assign fields dropdown to specify which document fields are created for which recipients.

  

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

  

• The final stage of configuring an automated car loan application workflow is adding the no-code bots. To add a Maintenance Care bot to the step, hover over the step you want to automate and choose the Add bot to step option.

  

• At this stage, the list of available bots has limitations. Select All bots in the top left area to find the full list of the bots you can add to the step. Alocate the Maintenance Care bot, click Install bot, and configure the bot settings.

  

• Now that your automated car loan application workflow is set up, you can:

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